# Dashboard Settings

_Applications › Configuration_

![Dashboard Settings](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/00dad68f3e667c68672e6b9ab2b8e326.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A88.98%2C%22y%22%3A4.87%2C%22w%22%3A7.26%2C%22h%22%3A4.46%2C%22label%22%3A%224%20%20Save%20and%20Close%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A4%2C%22x%22%3A92.61%2C%22y%22%3A7.1%7D%5D%7D)
*Dashboard Settings*

![Save and Close](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/3291fd2c295944059ad3300a0bcb6737.png)

## Overview

Use Dashboard Settings to create and maintain a dashboard configuration record. This form is used by operational users who need to organize dashboard content for day-to-day work across areas such as Sales, PM, Purchasing, Warehouse, and Finance. Add dashboard widgets as required, then save the record for continued use.

> **Note:** Dashboard Settings is available from the **Configuration Dashboard** area.

## Workflow

1. Open **Configuration Dashboard** to access dashboard configuration records.

2. Decide whether to update an existing record or create a new dashboard configuration.
   - To create a record, select **Dashboard** and use the available new-record view.
   - To update a record, open the required configuration record.

3. Decide whether the dashboard requires a widget.
   - To add one, select **Widget**.
   - In the widget dialog, make the required selection and confirm with **Ok**.

   ![Dashboard Settings](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/320089c7663339f8c44b1845e7f6432a.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A88.98%2C%22y%22%3A4.87%2C%22w%22%3A7.26%2C%22h%22%3A4.46%2C%22label%22%3A%224%20%20Save%20and%20Close%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A4%2C%22x%22%3A92.61%2C%22y%22%3A7.1%7D%5D%7D)
*Dashboard Settings*

![Save and Close](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/da2681166d3ef796c00d177bfaad1807.png)

4. Decide whether to attach a supporting file.
   - Select **Attach** to add a file.
   - Alternatively, drag the file to the area labelled **or Drop a file here**.

   > **Tip:** Add attachments only when they help users understand or maintain the dashboard configuration.

5. Save the dashboard configuration.
   - Select **Save** to retain the record and continue working in the form.
   - Select **Save and Close** to retain the record and return from the form.

   > **Warning:** Save the record after adding widgets or attachments so that the changes are retained.

6. Use **today** when you need to return to the current date context from the dashboard view.

## Examples

A sales manager creates a dashboard configuration for reviewing current activity.

1. The manager opens **Configuration Dashboard** and starts a new dashboard configuration record.
2. The manager selects **Widget** and confirms the required widget with **Ok**.
3. The manager selects **Attach** and adds a supporting sales review file, or drops the file in **or Drop a file here**.
4. The manager selects **Save and Close** to save the dashboard configuration and finish.

The saved record can then be opened later from the Dashboard area for further updates.

## Tips

> **Tip:** Use **Save** when you expect to add more widgets or attachments before leaving the form.

> **Note:** Select **Save and Close** when the dashboard configuration is complete and no further changes are required.

> **Warning:** If a widget dialog is open, select **Ok** to confirm the selection before saving the dashboard record.

## Troubleshooting

| Symptom | Likely cause | Fix |
|---|---|---|
| The new widget is not retained. | The widget selection was not confirmed. | Select **Widget**, complete the selection, and select **Ok** before saving. |
| Dashboard changes disappear after leaving the form. | The record was not saved. | Select **Save** or **Save and Close** after making changes. |
| A file is not attached to the record. | The file was not added through the attachment area. | Select **Attach**, or drag the file to **or Drop a file here**, then save the record. |

## Related pages

- [Getting Started with Configuration](doc:configuration-getting-started)
- [Default Layouts](doc:configuration-default-layouts)
- [Configuration — Learning Path](doc:workflows-configuration)
- [Configuration — Overview](doc:configuration-overview)
- [Departments](doc:configuration-company-departments)
- **Item Categories**
- **Reactivationreasons**
- [Features](doc:configuration-features-record)
- [Home](doc:configuration-home)
- [Plans](doc:configuration-plans-record)
- [Reports Settings](doc:configuration-reports-settings-edit-record)
- **Serial Combinations**
- [Subscriber](doc:configuration-subscriber-edit-record)
- [Subscription Invoices](doc:configuration-subscription-invoices-edit-record)
- [Warehouse](doc:configuration-warehouse-edit-record)