Who is this article for?

Users who need to access and manage entity dashboards.

Entity access required

The Entity Home is the optional default screen when you start entity work, providing you with an Entity Dashboard screen where you can add and manage widgets to monitor your entity data.

1. Adding widgets to the Entity Home screen

Widgets are added to the Entity Home screen using the Tiles selector located in the display toolbar. Once added, they can subsequently be removed by selecting a widget and clicking Remove from the ribbon.

2. Launching analyses from widgets

When you have selected a widget, use the Launch button on the ribbon to open the corresponding analysis in a new tab. Alternatively, double-clicking the widget portion of the tile (not the header bar) also invokes the launch.

Use the standard analysis functionality to show records on the data grid.

3. Important notes

• If you are upgrading, then you will have to close and reopen the widgets to enable the launch feature
• In a very few cases, the full filter may not get passed to the chart in the analysis screen due to the underlying system defaults. This is a known issue and will be resolved in a future release