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Select a Tile and Add Tile

This client views list, available when you edit a client portal dashboard on the Reports/Pages tab, allows you to choose tiles to add to the client portal dashboard you're building. In the list, you'll see all the dashboard tiles you've created.

To add a dashboard tile, click the tile name in the list and click Add Tile. For more information on creating dashboard tiles, visit Client Views - Dashboard Tiles.

For more information about the dashboard page, see Client Views - Dashboard Page.

The following related links may be helpful:

• Create a Client View
• Setting Up Client Portals
• Learn More About Client Portals