Creating a Custom Dashboard

System default dashboard

The default dashboard displays on the Home page for every user.  It has 2 widgets.  

1. Calendar, which is available to all users with holidays pre-loaded to it.  Event records added to the system default calendar can be viewed by all company users.
2. Schedule Transactions Import grid (available only to Enterprise licenses.)  
3. Records may be added to the widgets on the system default dashboard, but the widgets themselves may not be personalized or deleted. 

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 count of running and pending System Activity Tasks.
3. Message Center displays communications from the support team, typically  global messages.
4. Schedule Transactions Import allows you to import transactions.
5. Support Case History is a historical chart summary of support cases filed.
6. Support Cases contains cases is a list of cases opened for the current user.
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.

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.
     
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.
   
     

excisehelpcenter@avalara.com