Choose the reporting range

The desktop Dashboard defaults to Month to Date. Use Quick Range for a preset or edit the visible From and To dates. A valid date change refreshes automatically; there is no separate Apply button.

Some widgets use the selected range while scheduled-work widgets can retain a fixed forward-looking window such as the next 30 days. A current snapshot widget may ignore the range entirely, so read the widget subtitle.

Edit the layout

1. Open Dashboard.
2. Select Edit Dashboard.
3. Add a widget and configure its available settings.
4. Drag or resize widgets into the preferred layout.
5. Save the layout before leaving edit mode.

Layouts are user-specific. Another employee can keep a different arrangement.

Clear, reset, and delete are different

• Delete removes one widget.
• Clear removes every widget and leaves the Dashboard empty.
• Reset replaces the layout with the current professional default set.

Each action asks for confirmation. Reset does not restore your immediately previous arrangement, so save intentionally and confirm the action you mean.

Mobile note

The mobile Dashboard uses a separate linear presentation and defaults to Next 30 Days for Scheduled Visits. Desktop geometry does not control the mobile layout.