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Feedback needed: Dashboard Personalization


afomichev
Acumatica Moderator

Dear Community,

 

As we continue improving dashboards in Modern UI, we are evaluating the current dashboard personalization mechanism and would love to hear your feedback.

 

Currently, when a user personalizes a dashboard, the system creates a completely independent copy. This means:

• Any changes made to the master dashboard by an admin do not propagate to user copies.

• Users cannot selectively pull updates from the master dashboard — only fully reset to it.

 

We want to understand how this works for you in real-world scenarios:

• Do you use dashboard personalization in its current form?

• How do you manage updates when the master dashboard changes?

• Would you find it useful to have a way to selectively pull updates while keeping personal changes?

• Are there any specific improvements you’d like to see in how personalization works?

 

We are considering redesigning the personalization mechanism as part of the Modern UI Dashboards update, and your input will help shape the direction of these improvements.

 

Let us know your thoughts! Any feedback, pain points, or suggestions would be highly valuable.

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2 replies

Samvel Petrosov
Jr Varsity II
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We want to understand how this works for you in real-world scenarios:

• Do you use dashboard personalization in its current form? - Yes

• How do you manage updates when the master dashboard changes? - As far as I know, the personalized version stays untouched, unless it is reset by the owner of the dashboard. We currently do not force reset unless absolutely have to. Users have to re-adjust the dashboards from scratch in that case.

• Would you find it useful to have a way to selectively pull updates while keeping personal changes? - Yes, maybe to be able to have different versions of the dashboard and option to pick the active one.

• Are there any specific improvements you’d like to see in how personalization works? - I guess the version management only


meganfriesen37
Captain II
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We had a scenario come up at a recent implementation where one of the Subject Matter Experts built an a great dashboard, but it was his personalized version.  It would be nice if there was an easier way to pull personalized widgets back into the “stock” dashboard.


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