Customize your home dashboard

1. Open Home from the sidebar.
2. Click Customize home (near the greeting), or click Customize in the Quick actions card.Home page with Customize home control — Home dashboard showing Customize home link
3. Under Sections, turn switches on or off for blocks such as Quick actions, Recent activity, and Open service requests.

   Tip: The PMC logo/banner and greeting with the date always show on Home. They are not listed here.

4. Under Quick actions and Mobile bottom bar, click an item under Available to add it, or remove one from Selected · drag to reorder.

   Tip: Each area has a maximum (shown as “X of Y used”). Drag selected chips to reorder. Click Reset to defaults if you want the original layout back.

5. Under Recent activity, click event types (for example Service requests or Daily reports) to include or exclude them from the feed.
6. Under Dashboards, Overview dashboard stays on. Turn Service Request dashboard and Incident Report dashboard on or off. They start on. Click Set default on the one Home should open first. That button then reads Default.

   Tip: A dashboard is listed only when that service is on for your buildings. You cannot turn it on here if the service is off. The Incident Report dashboard always covers all buildings — it does not follow Filter by building. Period lists and emailed board packs live in Reports.

7. Under Density, click Comfortable or Compact.
8. Click Save changes in the footer bar.

   Tip: Click Discard before saving if you want to throw away unsaved edits.

Result: Home, quick actions, and the mobile bottom bar update to match your choices.