Personalizing the dashboard layout

The Banno Online dashboard is divided into sections that can be added, removed, resized, and reorganized to the end user's liking.

  1. Find any section of the dashboard, and select the ellipses option Ellipses icon.
    Note: For better performance, end users with more than 20 accounts do not see any option to put a Transactions section on their dashboards. End users with more than 20 accounts can still see all their transactions from the account Details screen. Only the total number of accounts and not the total number of transactions affects the threshold for using this dashboard section. An end user can remove accounts that count toward the threshold total by using the toggle at Settings > [Account Name] > Show in app.
  2. Choose a situation and follow the corresponding steps.
    Situation Steps
    Resize the section Select the desired option in the Size field:
    • Small
    • Large
    Change the section's position
    1. Select Organize dashboard.
    2. Select the dots icon Two vertical rows of three dots each, dragging and dropping the sections until the desired order is achieved.
    3. Select Done.
    Hide the section from the dashboard
    1. Select Organize dashboard.
    2. Select the X option next to the section to be deleted.
    3. Select Done.
    Add a different section to the dashboard
    1. Select Organize dashboard.
    2. Select Add a card, and then select the new section to be added to the dashboard.
    3. When finished, select Done.
Parent topic: Dashboard