Step 2: Making it Easy, Quick, and Personal – Part II – Dynamics GP Customizing Your Homepage
In this section we’ll cover the following:
- Quick Links
- My Reports
Dynamics GP provides several ways that you can personalize the GP Home Page to make it easier and quicker to use GP. After using Dynamics GP for a while you’ll have found your favorite and most useful screens, and reports. You can then personalize the GP Home Page to deliver those items directly to you.
To manage the metrics that are displayed on the Home Page, click on “Customize this page…” in the upper right hand corner. That will bring up the Customize Home Page screen. From here you can access various parts of the Home Page and change them as you wish.
All the available metrics are displayed in the left area of this screen. To make an available metric show up on your Home Page, highlight it in the left area of this screen and click on “Insert”. You can easily remove a metric from your Home Page by highlighting the metric in the right area of the screen and clicking on “Remove”. When you’ve completed identifying the metrics to show on your Home Page; click on OK.
To view the various metrics on your Home Page, click on either the forward or back scroll buttons.
Download the entire document to get the full set of instructions on Dynamics GP Customizing Your Homepage.