Customizing Dashboards

Modified on Wed, 4 Mar at 4:48 PM

What this article covers: How to customise BrizoSystem's built-in dashboards and create your own — adjusting layouts, adding and removing widgets, configuring chart data and periods, and saving custom views.

BrizoSystem's built-in dashboards cover the most common reporting needs out of the box. When you need to focus on specific metrics or create a view for a particular audience, you can customise any dashboard or build one from scratch.

1. Opening the Dashboard Editor

Navigate to DashboardSelect Dashboard from the left navigation and open the dashboard you want to edit.

Click the Edit iconFound in the top-right corner of the dashboard. This opens the editor and enables drag-and-drop layout controls.

2. Adjusting the Layout

While in edit mode you can rearrange and resize any widget on the dashboard:

Action How to do it

Move a widget Click and drag the widget to a new position on the canvas

Resize a widget Drag the bottom-right corner of the widget to make it larger or smaller

Save changes Click Save to keep your layout changes

3. Adding & Removing Widgets

To add a widget:

Click Add WidgetAvailable in edit mode. This opens the widget picker.

Select a widget typeChoose from Profit & Loss Trends, Balance Sheet Overview, Cashflow Forecast, Custom Reports, KPIs, and more. The widget is added to the canvas and can be configured immediately.

To remove a widget:

Click the cross icon on the widget and select Remove. This removes it from the current dashboard only — it does not affect any underlying data or reports.

4. Configuring Widget Data & Periods

Each widget can be individually configured. Click the settings icon on any widget to access these options:

Setting What it does

Data Source Choose which section, accounts, or KPIs the widget displays

Period Set the time frame — Last 6 Months, Last 12 Months, Last Year, or a custom date range

Widget Type Switch between chart, table, text, or a combined widget — all changes apply immediately

? Tip: Widget-level period settings override the global reporting period at the top of the dashboard. Use this to show, for example, a 12-month trend chart alongside a current-month summary widget on the same dashboard.

5. Saving & Naming Dashboards

Click Save when done editingYour layout and widget configuration is saved and will be visible the next time you open the dashboard.

Name new dashboards clearlyIf you created a new dashboard, give it a descriptive name so it is easy to find in the navigation. Pin it using the star icon to surface it in the left nav on every login.

? Tips for effective dashboards

Focus each dashboard on a single audience or use case — one for management, one for the board, one for operations
Use consistent chart types across a dashboard to make it easier to scan
Schedule automated delivery of key dashboards as Insight Packages — see Scheduling Dashboards, Reports & Insight Packages

Viewing Dashboards Scheduling Dashboards, Reports & Insight Packages Creating & Configuring an Insight Package Viewing Reports Viewing Pulse Metrics