End User Guide
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Viewing Dashboards
- What is a Dashboard?
- How do I access the Dashboard?
- How do I remove columns from my Dashboard?
- What are my Dashboard Options?
- How do I view multiple exchange rates in a Dashboard?
- How do I export data from a Dashboard?
- How do I add to a portfolio in the Dashboard?
- How do I copy a portfolio in the Dashboard?
- What does the Programs menu do in the Dashboard?
- What does the Charts menu do in the Dashboard?
- How do I sort by a column in a Dashboard?
- How do I group items on a Dashboard?
- How do I filter information in a Dashboard?
- How do I make in-line edits in the Dashboard?
- How do I summarize a column in the Dashboard?
- How do I include or exclude information from Dashboard summaries?
- How do I create a target for a Dashboard column?