Customizing your Dashboard
The Dashboard of your desktop is made up of widgets, which use formatters in the form of reports or other HTML pages. They enable fast access to repository information.
Example: your reports.
Accessing the dashboard
To access your dashboard and widgets:
*In your Hopex navigation bar, click the Dashboard menu.
*If Dashboard is not available in your navigation bar, see Adding a dashboard to your desktop.
Adding a dashboard to your desktop
If the Dashboard menu is not available by default in your navigation bar, you can add it up.
To add the Dashboard menu to your navigation bar:
1. Access your Options.
2. Select Workspace > Dashboards, and select the Activate Dashboard) option.
The menu pops up in your navigation bar.
*If the menu does not appear instantly, refresh the browser page.
*If Dashboard is not visible in your navigation bar, click the Plus drop-down menu to access it.
Adding a widget to your dashboard
To follow the reports you are interested in, you can add them as widgets in your dashboard.
To add a widget to your dashboard:
1. In the navigation bar, select Dashboard.
2. In your dashboard, click Add a widget .
A window displays the tree of the elements you can add. These elements are classified according to their category.
3. Expand the folder of the category concerned.
Example: GRC, and the Risks subfile.
4. Click the report concerned.
The report is displayed as a widget in your dashboard.
You can add several widgets to your dashboard.
*If you add many widgets, you can reduce the size of some of them, see Expanding/Collapsing a widget window.