Read your dashboard
Open saved dashboard summaries and distinguish viewing from customization.
All topics
Dashboard shows your saved widget layout and the reporting summaries available to you.
- Open Dashboard and check which company you are viewing.
- Read the available summary and review widgets.
- Use Customize only when you want to enter the separate layout-editing flow.
Simply opening the dashboard does not save a layout change, create a transaction or dismiss a notification. Widget visibility follows your access, so different users may see different information.