Homepage Reports & Dashboards

In Propertybase, you have full control over reports shown on your organization's homepage. By default, Propertybase shows the Company Performance Dashboard on the homepage. In this article we will show you how to customize the homepage to fit your specific business needs. Before you make changes to your company's homepage, decide if you want to apply the changes to your account only (single user) or the entire organization (requires admin access.)

To add reports or dashboards as a single user, from the homepage perform the following:

  • Click Setup and then Edit Page.

Adding Dashboards

  • Drag Dashboard from the Lightning Components menu and drop on the page.
  • Edit Dashboard settings on the right of the screen.

Adding Reports

  • Drag Report Chart from the Lightning Components menu and drop on the page.
  • Edit Report Chart settings on the right of the screen.

  • When finished, click Save and then click Back in the top right corner of the screen.

To add enable this dashboard for your entire organization, start on the homepage and perform the following:

  • Click the gear icon in the top right of the screen, then click Setup.
  • Using the Quick Find menu, locate and click Lightning App Builder.
  • Scroll down to desktopDefault and click Edit.

Adding Dashboards

  • Drag Dashboard from the Lightning Components menu and drop on the page.
  • Edit Dashboard settings on the right of the screen.

Adding Reports

  • Drag Report Chart from the Lightning Components menu and drop on the page.
  • Edit Report Chart settings on the right of the screen.

  • When finished, click Save and then click Back in the top right corner of the screen.
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