How to enable new Custom Dashboard

The Custom Dashboard provides a powerful and intuitive tool to view recent transaction history on your site reference(s), allowing you to specify the graphs and metrics displayed and to rearrange them by dragging and dropping into place.


  Required user roles

Basic user, Developer 2, Site admin, Site user, Site user 2, Transaction admin, Transaction admin 2, View only transactions, View only transactions 2, “View only transactions, fees and merchant statements”.

 

Enabling new dashboard

  1. Click “Display options” from the config menu (upper-right of any MyST page).

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  2. Click to expand the "Dashboards" section.

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  3. Set "Dashboard version" to "2".

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  4. Click "Save" to save your changes. The page should now reload to show the new dashboard.

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Reverting to the old dashboard

If you would prefer to go back to the old dashboard appearance, follow these steps:

  1. Click “Display options” from the config menu (upper-right of any MyST page).

  2. Click to expand the "Dashboards" section.

  3. Set "Dashboard version" to "1".

  4. Click "Save" to save your changes. The page should now reload to show the old dashboard.

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