Dashboard
The dashboard provides a high-level, tailored overview of information specific to the current user.
The dashboard is available in both the classic and modernized versions of Entities. This section provides an overview of either version. The dashboard in both Entities experiences includes widgets providing you with an overview of the key information about your data Entities. Learn more about how this feature works in each version.
Dashboard in classic Entities
In classic Entities, the dashboard consists of the following tiles:
- Notifications
- Charts
- Tables
- Quick Links
Notifications
Reminders for the next four weeks and past two weeks display in the Notifications tile.
Tables
Quick reports saved into Favourites as tables can be displayed here. To add a table to this tile, select 
and select the tables you want to display.
Quick reports are available for company, individual and other entity records. Refer to Quick Reports for more information.
Charts
Quick reports saved into Favourites as charts can be displayed here. To add a chart to this tile, select and select the charts you want to display.
Refer to Charts for more information.
Quick Links
Quick Links provide access to your favourite records or sites through a customised link.
Refer to Quick links for more information.
Dashboard in modernized Entities
In modernized Entities, the dashboard consists of the following widgets:
- Tasks and reminders
- Entities by country
- Favorite entities
- Recently viewed entities
You can also search for entities from the dashboard.
Search
From the dashboard search bar, you can search for entities by name or quick reference code (QuickRef).
Customizing the dashboard
You can customize your dashboard by selecting which widgets to show and how to display them.
To make changes to your dashboard, perform the following steps:
- In the Dashboard tab, select the
icon. - In the Configure dashboard panel, edit the contents of your dashboard:
- To hide a widget, switch its toggle to Disabled.
- To display a widget, switch its toggle to Enabled.
- To reorder widgets, select the
icon and drag and drop them to the new position or select the position number from the order drop-down list.
- To save your changes, select Apply changes.
To revert all changes you made to the dashboard, in the Configure dashboard panel, select Reset dashboard.
Note
Currently, all widgets have a set width that can't be changed.
Tasks and reminders
The Tasks and reminders widget displays information about reminders and pending events assigned to you and organizes them into urgency categories.
To view detailed information about each item, select See more reminders to go to the Compliance tab.
Note
You can view this information in modernized Entities and in classic Entities. To make changes to the data, use classic Entities. For more information about the two Entities experiences, see Modernized Entities.
To learn more about the modernized Compliance tab, see Compliance in modernized Entities.
Entities by country
The Entities by country widget is a chart grouping entities that are not individuals by country. You can filter the entity types displayed in the chart using the drop-down list in the upper-right corner of the widget.
Favorite entities
When you add entities to favorites, they are displayed in the Favorite entities widget. Each entry in the widget acts as a shortcut to the specific entity.
Note
The view in modernized Entities includes only information on entities you add to favorites in the modernized experience. Entities you add to favorites in the classic experience are displayed in the My Portal > My Favourite Entities section in classic Entities.
To learn about how to add entities to favorites, see Favorites.
Recently viewed entities
The Recently viewed entities widget displays the list of entities you recently accessed. When you open an entity and view its details, it's added to the list in the widget.
Note
The view in the modernized experience includes only information on entities you visit in modernized Entities. Entities you visit in the classic experience are displayed in the My Portal > My Recently Opened Entities section in classic Entities.
