Additional Features
Reports

Configuring Smart Decision Template

2min

This functionality is intended to determine the presentation layout of the Smart Decision that is presented in the 4biz home. It allows putting quick access as links, reports, and widgets.

This feature provides several actions, such as including, changing, and deleting the Smart Decision.

Procedure

  1. Access the functionality through the main menu System > Settings > Templates > Smart Decisions;
  2. Click on "Add";
  3. To have access to the widget options, click on the "Add New Widget" button;
  4. Each option has personal edition formats and customization;
  5. Click on the "Save Changes" button to save the new dashboard;
  6. Click on "Save".

What to do next

  1. Access the 4biz home screen by clicking on the shortcut "Home", and clicking on "Add New Dashboard";
  2. Set the name and then choose the template created and an icon;
  3. Click on "Save".



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