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Jim2® Business Engine Help File

To create a new dashboard go to Dashboard > Create Dashboard.

 

create dashboard

 

Enter name for your new dashboard tab and click Save. In this example, a new Accounts dashboard tab is being created.

 

create dashboard tab        

 

new dashboard created

 

You can create as many dashboard tabs as you want to, and on each tab add multiple widgets, each configured to view specific areas of your business.

 

widget

 

To edit the current dashboard tab, click Dashboard > Edit Dashboard.

 

edit dashboard

 

You can also rename your dashboard tab using Edit Dashboard, and you can change the sort order of the tabs.

 

Info

You need to log off and back on to see the changes.

 

To delete the current dashboard tab, click Dashboard > Delete Dashboard.

 

delete dashboard

 

You will be asked if you really want to delete it.

 

confirm delete dashboard

 

Click OK or Cancel, as appropriate.

 

warning1

If you click OK, this tab and all of the widgets contained therein will be deleted.

 

Further information: