What this article covers: How to customise BrizoConsol's built-in dashboards and create your own — adjusting layouts, adding and removing widgets, configuring chart data and periods, and saving custom views.

BrizoConsol's built-in dashboards cover the most common reporting needs out of the box. When you need to focus on specific metrics or create a view for a particular audience, you can customise any dashboard or build one from scratch.

1. Opening the Dashboard Editor

1
Navigate to DashboardSelect Dashboard from the left navigation and open the dashboard you want to edit.
2
Click the Edit iconFound in the top-right corner of the dashboard. This opens the editor and enables drag-and-drop layout controls.

2. Adjusting the Layout

While in edit mode you can rearrange and resize any widget on the dashboard:

Action How to do it
Move a widget Click and drag the widget to a new position on the canvas
Resize a widget Drag the bottom-right corner of the widget to make it larger or smaller
Save changes Click Save to keep your layout changes

3. Adding & Removing Widgets

To add a widget:

1
Click Add WidgetAvailable in edit mode. This opens the widget picker.
2
Select a widget typeChoose from Profit & Loss Trends, Balance Sheet Overview, Cashflow Forecast, Custom Reports, KPIs, and more. The widget is added to the canvas and can be configured immediately.

To remove a widget:

Click the cross icon on the widget and select Remove. This removes it from the current dashboard only — it does not affect any underlying data or reports.

4. Configuring Widget Data & Periods

Each widget can be individually configured. Click the settings icon on any widget to access these options:

Setting What it does
Data Source Choose which section, accounts, or KPIs the widget displays
Period Set the time frame — Last 6 Months, Last 12 Months, Last Year, or a custom date range
Widget Type Switch between chart, table, text, or a combined widget — all changes apply immediately
💡 Tip: Widget-level period settings override the global reporting period at the top of the dashboard. Use this to show, for example, a 12-month trend chart alongside a current-month summary widget on the same dashboard.

5. Saving & Naming Dashboards

1
Click Save when done editingYour layout and widget configuration is saved and will be visible the next time you open the dashboard.
2
Name new dashboards clearlyIf you created a new dashboard, give it a descriptive name so it is easy to find in the navigation. Pin it using the star icon to surface it in the left nav on every login.
🌟 Tips for effective dashboards
  • Focus each dashboard on a single audience or use case — one for management, one for the board, one for operations
  • Use consistent chart types across a dashboard to make it easier to scan
  • Schedule automated delivery of key dashboards as Insight Packages — see Scheduling Dashboards, Reports & Insight Packages