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How to switch My Dashboard views

My Dashboard visualizes agency data at various levels. Access predefined and custom agency charts across the following categories: Balance Sheet, Jobs, Profit & Loss, Resources, Revenue, and Time. 

Steps:  

  1. Click on the icon to the left of My Dashboard 
  2. Rename, delete, or create additional dashboards. Users can also set a particular dashboard as a default from this view

 

  • Click the  to open Accountability side-by-side with these instructions.
  • Click the  to open the full guide.

 

Video Tutorial