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Dashboard Overview and Setup
Dashboard Overview and Setup

This article is here to provide an overview of the purpose of the Dashboard, and the options available for customization

Sonya Lilienstein avatar
Written by Sonya Lilienstein
Updated over a week ago

TABLE OF CONTENTS:

1. Dashboard Layout:

The Dashboard is your ‘landing page’ upon logging into Distru. Each User can customize their own dashboard layout, selecting whichever reports they would like to see at a glance.

For those who wear many hats, create multiple Dashboards to toggle between department-focused views!

2. Customize/Create New Dashboard

On the Dashboard page, there is a link at the top right corner of the screen that says "Customize":

Clicking this will take you directly to the Dashboard Settings Page.

From here, you have the option to Add a Dashboard using the bright green button at the top right of the screen that says "ADD DASHBOARD":

Clicking this will open a pop-out edit page to create your customized Dashboard:

Give it a Name that indicates the specific focus of the Dashboard like "Reporting", "Sales", "Metrc", etc.

There are two layout options: Basic and Tahoe. Tahoe has 5 sections rather than 6 in Basic, but both options have the same functionalities.

By clicking the little Pencil icon at the corner of each section, you can select the report that appears in that section. Each section has a different set of options, so play around until you set up the Dashboard(s) that are right for you!

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