This article applies to:

Save dashboard layouts

Use dashboard layouts to save time and customize your experience.

Restore a deleted dashboard view with a layout.

Set up standard layouts for your firm's use and share with people at your firm.

Assign default dashboard layouts to new staff and save time setting up their dashboards.

note

Select Setup
, then Firm
, followed by the Preferences
tab. Then select default dashboards from the dropdown.

Use dashboards based for a period based on the work you're doing. With this, you can change to a layout that fits your current task.

Right-click the dashboard.

Select Save Layout As
.

Enter a name for the layout.

Select OK
.

Select Select Layout
and select a layout from the dropdown list to add the view to your dashboard.