Using these instructions, you can customize your CCH Axcess Dashboard and Client Dashboard to your liking. See the bottom for the most common configuration used in ADKF.

Adding Pages

New pages are placed in the page title bar to the right of any existing pages but can be rearranged according to your needs.

To add a page to your layout, do the following:

1. Right-click the tab of an existing page.
2. Select Add Page.
3. Enter a unique name for the page.
4. Select one of the page layout templates.
5. Click OK.

Adding Columns

Add a column using the Customize window.

1. Click Customize on the Client Dashboard to customize the client data that displays on this window. For information about the client data that can be displayed on the Client Dashboard, see Using the Client Dashboard.
2. Under the Add Column heading, click the list to select from pages to add the column to.
   1. Note: You can also select the pane and the contents to display at this time, if desired. See Adding, Moving, or Removing Panes in Client Dashboard for more information.
3. Click the Save buttons or Cancel.

Add a column using an existing column.

1. Do one of the following:
   1. Place your cursor over a blank area of an existing column.
      1. Note: You may need to collapse the contents of an existing column to access a blank area.
   2. Place your cursor above the title of an existing column.
2. Right-click and select Add Column. The new column is added to the right of the existing column.

Adding Panes

Add pane using the Customize window.

1. Click Customize on the Client Dashboard to customize the client data that displays on this window. For information about the client data that can be displayed on the Client Dashboard, see Using the Client Dashboard.
2. Select a page for the new pane from the list in the Add Pane section.
   1. Note: Each pane can only be used once in Client Dashboard, regardless of how many pages you have added. After you add a pane, that pane is no longer listed in the Add pane section.
3. Select pane content from the list in the Add pane section.
4. Click the Save button or Cancel.

Add pane using an existing column.

1. Do one of the following:
   1. Place your cursor over a blank area of an existing column.
      1. Note: You may need to collapse the contents of an existing column to access a blank area.
   2. Place your cursor above the title of an existing column.
2. Right-click and select Add Pane.
3. Select an available option from the Choose Pane Content window.
   1. Note: Each pane can only be used once in Dashboard, regardless of how many pages you have added. After you add a pane, that pane is no longer listed on the Choose Pane Content window.
4. Click OK to add the content.

Add content to a blank pane.

The default Home page and any new page you add contains two blank panes. To add pane content, do the following:

1. Click Add Content in the blank pane header.
2. Select an available option from the Choose Pane Content window.
   1. Note: Each pane can only be used once in Dashboard, regardless of how many pages you have added. After you add a pane, that pane is no longer listed on the Choose Pane Content window.
3. Click OK to add the content.

Most Common Dashboard Layout

Staff Dashboard Panes

Client Dashboard Panes