You can customize the Home landing page to display charts that show a snapshot of
your payments activity. You can access the entire report directly from the
chart.
Required Editions
| User
Permissions Needed |
| To configure features in the Payments app: |
Customize application |
-
On the Payments app Home page, from Setup, select Edit
Page to open the App Builder.
-
From the Pages dropdown menu, select Payments
Home Default page.
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To change an existing chart, select it, and in the Report Chart properties,
click the Report field and choose a new report from the
dropdown list.
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To add a chart, drag the Report Chart component onto the
page and modify the properties.
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Save your changes, and exit the App Builder.