Customizing your Dashboard

You can arrange your Dashboard the way you work: move the cards you use to the top, make important ones bigger, hide the ones you never look at, and add charts that are switched off until you ask for them. Everyone on your account arranges their own Dashboard, so changing yours never changes anyone else's.

To start. Choose Customize at the top right of the Dashboard. A bar appears with Save, Cancel, Add card and Reset to default, and each card gets a strip of controls. Nothing changes until you press Save.

• Move a card by dragging its handle. On a phone or tablet, press and hold the handle for a moment, then drag. With a keyboard, focus the handle and use the arrow keys.
• Resize a card with the width list: 1/4, 1/3, 1/2 or Full. A card set to 1/4 shows at a quarter only on a very wide screen. On a phone every card is full width.
• Hide a card with Hide. It is not deleted: it waits in the Add card list.
• Add a card from Add card. This is where the optional charts are: charge results, failed charges per day, payment methods, volume trend, money owed by age, invoiced against collected, scheduled payments health and more, depending on what you use.
• Choose the days a chart covers with the days list on Volume trend (7, 30 or 90) and Invoiced vs collected (30 or 90). It shows once you save.

The merchant default. Your Admin can arrange the Dashboard and choose Save as merchant default. Everyone who has not arranged their own sees it. Reset to default throws away your own arrangement and goes back to it.

Good to know. You only see cards your access allows. New standard cards arrive at the end marked New. If a return or chargeback is waiting on you, a red Needs attention strip shows above the cards even when you have hidden the Returns card. The charts that add up money use UTC days and add every currency together, and their numbers can be up to a minute behind. If the Customize button is missing, your browser is blocking the page's scripts.