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Selecting portlets for a dashboard

To select the portlets that appear on a dashboard in DT Practice, follow these steps.
  1. Open the dashboard by clicking the appropriate button on the DT Practice toolbar.
    • Home Dashboard:
    • Firm Dashboard:
    • Staff Dashboard:
    • Clients Dashboard:
    note
    You can also open a dashboard by choosing the appropriate command from the
    View
     menu, or by selecting the Firm, Staff, or Clients button in the navigation pane and then selecting the Dashboard action icon.
  2. On the dashboard, go to the tab where the portlets should be placed.
  3. Select the
    Select Portlets
     link at the top right. The
    Select Portlets
     dialog opens.
  4. Mark the checkbox for each portlet that should appear within the selected dashboard view. Clear the checkbox next to portlets that should not appear.
  5. Select
    OK
    .

This article applies to:

  • Product: DT Practice