Overview

Use the DevExtreme Dashboard to access the dashboard workspace from the application navigation. Open this page when you need to work from the Dashboard area.

Before you start

You must be signed in to use the DevExtreme Dashboard.

Steps

Sign in to the application.
In the application navigation, select Dashboard, and then select DevExtreme Dashboard.
Keep the DevExtreme Dashboard open while working in the dashboard workspace. Use the available navigation controls, such as Reports, My Desk, Sales, PM, Purchasing, Warehouse, Finance, Tasks, Activities, Data, or Tickets, when you need to move to the corresponding application area.

Tips & cautions

Warning: If nothing changes after saving, the dashboard record was not saved. The server can reject a save without displaying an error or confirmation on this screen.

Troubleshooting

You cannot use the DevExtreme Dashboard → You are not signed in → Sign in to the application, then open Dashboard > DevExtreme Dashboard.
A save appears to complete but the dashboard does not change → The server rejected the save without showing a message → Treat the record as not saved if nothing changes after saving.

Result

The DevExtreme Dashboard workspace is open.