Home module customization
You can customize the display of information with tabs in the Home module. You can add one Presenter Adaptive report to display per tab, and you can rearrange these tabs in the order you want. For example, you can add a Welcome tab and order it first so that it automatically displays at login.
The Recent activity tab displays as a default and can be re-ordered, but not deleted.
Note
Home module customizations appear for all users who work in that model.
If you want to revert back to the default user interface, contact Support.
Follow these steps to customize your Home module view:
In the Home module, click the Add custom tab icon
.
Enter a name for the custom tab. Make sure there are no leading or trailing spaces.
Select a report form the drop-down list.
Tip
See the Reports module for information about creating reports.
Select a payee from the drop-down list.
Click Add.
Drag the tabs to arrange them in the order you want. The tab at the top of the list displays at login.
Click Done.
Enabling the Report Viewer tab from the Home module
The Report viewer tab allows you to view reports quickly and easily as any specific payee. This allows an admin user to see exactly what a payee is seeing when they open a report. Having the Report Viewer tab enabled in the Home module allows for quick access if you use this feature frequently. You can also view reports as a payee from within the Reports module.

To enable Report Viewer in the Home module:
In the admin panel, click Model settings
→ User and permissions → Manage roles.
Expand the Home Page dropdown.
Use the checkbox to enable Impersonate Payee.