Set a Dashboard as personal preference or as default

Objective

In HR for Dynamics, you can access many Dashboards which give you comprehensive overviews of the data in the system.
If there are certain Dashboards you work with all the time, there are a few ways you can set them to quick access. Two ways are described in this tutorial: Setting a Dashboard as personal preference, and setting a Dashboard as default.

A 'personal preference' Dashboard will be the first Dashboard to open whenever you go to 'Home' in the left side navigation menu.
A 'default' Dashboard will be the first Dashboard to open whenever you open ANY Dashboard view. Of course, you can still navigate to all the other Dashboards via the view drop-down.

This tutorial shows you how to do both, so you can streamline your work effectiveness by always having quick access to your favorite Dashboards.

Click Through

Part 1: Set a Dashboard als 'Personal Preference'

  • Start in HR HUB
  • Click on the gear wheel icon in the top right corner and select Personalization Settings
  • In the tab General, you can set your personal preference Dashboard
  • Under Select your home page and settings for Get Started panes
    • Use the Default Pane drop-down to select the area your preferred Dashboard is in
    • Then, use the Default Tab drop-down to select your preferred Dashboard
  • Confirm your choice by closing the window with OK
  • Your chosen Dashboard will now open every time you click on 'Home' in the left side navigation menu.

 

Part 2: Set a Dashboard as 'Default'

  • Start in HR HUB
  • Navigate to the Dashboard that you would like to set as 'Default'
  • Once you have opened the Dashboard, click on 'Set as Default' in the top bar
  • Your chosen Dashboard will now open every time you open any Dashboard area.
  • Of course, you can still navigate to all the other Dashboards via the view drop-down.

Hint

  • To remove the 'Default' option, simply open the Dashboard and select 'Clear Default' in the top bar.

Result

Below you can see where to set a Dashboard as personal preference or as default.

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