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Avalara Help Center

Creating a Custom Dashboard

This article applies to:Excise


This document applies to all license types.  Content last updated 8/25/2016.
Help Center documentation is confidential and proprietary to Avalara clients.

► A WalkMe tutorial is available for this topic.

The system default dashboard has the following widgets: Message Center, Schedule Transactions Import, Support Cases, Tax Filing Calendar, and Tax Session Status Per Period. To re-arrange the widgets use drag & drop. To add or remove widgets, you will need to create a custom dashboard.

What's a widget?

Aside from being a really fun word, a widget is an interactive item that displays information, and in some cases, offers a shortcut to frequently used operations.  (Not all widgets are available to Excise Pro users).  

  1. Calendar displays general events.
  2. Current System Activity shows a count of running and pending System Activity Tasks.
  3. Message Center Where you'll see the most recent notifications for:
    • New releases
    • Alerts - late breaking news, rate changes, etc.
    • User account changes (password resets, etc.)
  4. Schedule Transactions Import allows you to import transactions and view the results.
  5. Support Cases contains cases is a list of cases opened for the current user.
  6. Support Case History is a historical chart summary of support cases filed.
  7. Tax Filing Calendar displays tax filing events.
  8. Tax Session Counts Per Period shows a count of tax sessions for selected months.
  9. Tax Session Status Per Period shows a breakdown of the status of tax sessions for months.
  10. Tax Session Workflow is a quick reference to the status of tax sessions.

Create a personal dashboard

Begin a new, blank dashboard to which you can add the widgets you want to see.  You may create multiple dashboards having unique names.
Tip: You can copy the system default dashboard and use the copy as the basis for your customer dashboard.

  1. Click Tools.
  2. Select Create Dashboard.
  3. Type in a name for your dashboard.
  4. Choose a layout.  This is how your widgets will be arranged when you add them.
  5. Click Submit.
  6. Click the dropdown to switch to another dashboard.
  7. Click Tools > Pin Dashboard to pin it to the top of the selections list.  Click Tools > Unpin Dashboard to remove a pinned selection.
     SnagIt0259.png SnagIt0258.png
  8. Click Delete Dashboard to remove the dashboard.  The system default dashboard may not be deleted.

Copy the system default dashboard

Make a copy the system default dashboard.

  1. Click Tools and select Copy Dashboard.  The  name of the new one is Copy of System Default Dashboard.
  2. Click Tools > Edit Dashboard.
  3. Change the name and/or layout.
  4. Click Submit.

Add widgets

  1. Select a custom dashboard.
  2. Click Add Widgets.
  3. Click on one widget icon to add it and then click on Add Widget.
  4. Select another widget and add it, or click Close.
  5. Drag & drop the widgets by the title bar to rearrange them.
  6. Hover the title bar to display icons to minimize, refresh, settings and delete.
  7. The settings choices (gear icon) will vary according to what the widget does. The below example is for calendar. Click Submit to save the settings.
  8. You can use drag & drop to reorder the widgets on your home page.

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