Your dashboard

The dashboard is the central point of access to information in OpenPages®.

Your administrator defines dashboards that apply to specific profiles. This means that you see a dashboard based on your current profile. You can customize your dashboard in the following ways:

Rearrange and hide administrator-defined panels on the Home tab
Add, delete, and modify your own panels on the Home tab
Reorder and hide administrator-defined custom and report tabs
Add, delete, and modify your own custom and report tabs.

On the dashboard, you can view system notices if single sign-on (SSO) is used. If SSO is used, system notices are displayed when you access the dashboard. The system notice can change when you close the session and access the system again.

The dashboard organizes information and tasks. It contains the following parts:

Home tab
Task tabs
Report tabs
Custom tabs

Home tab

The Home tab displays panels with content that is personalized for you. For more information, see Home tab and Adding panels and widgets to a tab.

Task tabs

The task tabs summarize the three types of tasks that you can work with:

Tasks that are assigned to you.
For more information, see My Tasks tab.
Tasks that you are subscribed to.
For more information, see Subscription Tasks tab.
Tasks for which you have oversight responsibility.
For more information, see Oversight Tasks tab.

You can quickly complete your tasks by using bulk workflow actions on the My Tasks, Subscription Task, and Oversight Task panels. For more information, see Completing bulk workflow actions in a Grid View.

Custom and report tabs

Custom and report tabs are part of the dashboard that an administrator defines for the profile that you belong to. Administrators can add or change the report and custom tabs at any time. If you want, you can hide the tabs that an administrator defined for your profile. Also, you can define your own tabs to personalize your dashboard.

There must always be a Home tab but custom tabs can be added and deleted. You can configure custom tabs in the same way that you configure the Home tab.

You might want to create custom tabs rather than adding to the Home tab to keep it tidy and to maintain performance. Also, you might want to use custom tabs to group related panels and widgets in separate places.

For more information, see Adding a report or custom tab.