Add information to the work area

To add a Dashboard to an option or navigation group

Open: Tools > Menu Design Mode.

  1. Select the role from the Edit desktop for Role drop-down list.

    If you are editing your own menu, select User Own Menu.

  2. Right-click on the relevant navigation group or option.
  3. Select Edit.
  4. Select the dashboard from the Dashboard Type drop-down list.
  5. Select the relevant Sage 200 module for the dashboard from the Dashboard Value drop-down list.