Home → Introduction to RubiCRM → Some of the basics → Customise your Homepage Dashboard
4.7. Customise your Homepage Dashboard
Your Homepage Dashboard can be customised by you, the user.
From the Homepage, click the Edit Dashboard () button at the top left of the screen. This will open the Homepage customiser menu.
RubiCRM provides a selection of Built-in Sections that can be added to your dashboard, alongside Report Sections. Report Sections are based on reports that have been added to your Reports Module Dashboard via Main Menu → Data Management → Reports.
Any report added to your Reports Module Dashboard can also be added to your RubiCRM Homepage Dashboard.
Adding a Report to Your Reports Module Dashboard
To add a saved report to your Reports Module Dashboard, go to the Saved Reports area of the Reports module and click the Add to Dashboard () button.
Once the report has been added, the icon will turn blue.
Adding a Report to Your Homepage Dashboard
Once the report has been added to your Reports Module Dashboard, go to the Reports Module Dashboard. From there, click the Add to Home Page button on the relevant report.
If you are a Rubi System Admin, you can also add the report to all Rubi Users' Homepage Dashboards by clicking the globe icon.
After adding the report, refresh the Homepage. The new report will then be available as an option within the Homepage customiser menu.