Build a compliance dashboard view

Create a saved dashboard view with widgets and filters for a specific planning need.
  1. Open
    Dashboard
    and select
    Customize
    .
  2. Add widgets:
    Featured Jurisdictions
    ,
    Upcoming Deadlines
    , and
    Recent Changes
    .
  3. Set filters (for example,
    Region
    =
    EMEA
    and
    Mandate
    =
    CTC
    ).
  4. Pin the layout and save the view as
    EMEA CTC – Q1 Prep
    .
  5. Share the saved view with your Tax and AP groups.
You have a reusable dashboard view aligned to a specific region and mandate type.