The dashboard (homepage) is the first page users land on when they log in to Centerbase and has plenty of customization, putting information in their hands the moment they log in.
Items can be resized by hovering over their edges and moved around on the dashboard by clicking and dragging them. Clicking on the blue text of any tile will bring up a list of the items the tile is using to calculate its information.
Adding and Removing Items
To add an existing tile or chart to your dashboard, click the Add Widget button. That will bring up 3 sections: Calendar, Charts, and Tiles. Clicking on any of the sections will open it and show what you can select. Find the item you want to add to your dashboard and click the green plus button. You'll be prompted to confirm that you want to add the item to your dashboard, and confirming will add the item in a spot somewhere towards the bottom of your dashboard.
To remove an item from your dashboard, hover over the top right corner until you see three dots, click on them, and select "Remove from dashboard" from the menu that comes up. You then may be prompted to confirm that you want to remove the tile or chart from your dashboard, and after confirming, the tile or chart will be removed from your dashboard.
Creating New Tiles & Charts
To create a new tile, select the Tiles section and click the New Tile button.
That will open a window that will allow you to configure the new tile.
The title and description will display under the Tiles section in the Widget Library. The View Type will control who can see the tile under the Tiles section, who can edit the tile, and who can delete the tile. Hovering over the question mark icon next to View Type will give details on what each option entails.
If you would like to create a new chart to add to your dashboard, please reference the instructions in this article: Chart Wizard