Monitoring the Dashboard

In This Section:

Opening the Dashboard

Adding Dashboard Portlets

Customizing the Dashboard Layout

Renaming Portlets

Opening Schedules

Filtering Portlet Views

Selecting and Sorting Portlet Columns

Refreshing Views

Task Status

My Worklist

Working with Schedule Tasks

Working with Status Charts

Working with Status Overviews

The Dashboard is a portal-style interface into the Financial Close Management application, providing simple, efficient views into schedules and task lists, and high-level status overviews into which you can drill down for greater detail. The Dashboard is the default view for users with the Financial Close User security role, and provides visibility to the schedules and tasks to which you have access. You can filter the data displayed, customize the Dashboard layout, and maximize or minimize Dashboard controls called portlets.