Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Getting_Started/HomepageDashboard.htm

## Creating a Home Page Dashboard in Vault

The Home tab in Vault CRM displays a home page dashboard containing actionable information to help users shape their daily activities. Business admins can define home page dashboards for end users to manage the data displayed every time users sign in to Vault CRM.

![](../../Resources/Images/25R2 UVCs/25R2.2/CallWidgetUVC-After.png)

**Who can use this feature?**

* Business Admin Users (Browser)
* [Create a home page dashboard](#Creating)
* Users do not require an additional license

### Configuring Home Page Dashboards for

[![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)All Users](#)

To configure this feature:

1. Navigate to **Admin > Users & Groups >Permission Sets**.
2. Select the appropriate permission set.
3. Grant the following permissions:

   | Object | Object Permission | Object Type | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | currency\_\_sys | R | n/a | n/a | n/a |
   | homepage\_\_v | R | n/a | n/a | n/a |
   | homepage\_widget\_\_v | R | All applicable object types | n/a | n/a |
   | html\_report\_\_v | R | * territory\_insights\_\_v * territory\_insights\_default\_\_v | n/a | n/a |
   | user\_task\_\_v | CRE | n/a | * created\_by\_\_v * created\_date\_\_v * modified\_by\_\_v * modified\_date\_\_v | Read |
4. Navigate to **Admin > Configuration > Tabs**.
5. Activate the **homepage\_\_v** tab.

### Creating a Home Page Dashboard as

[![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)Business Admins](#)

The home page consists of a dashboard with multiple widgets. You must create the home page before creating any widgets. Then you can place the widgets on the home page.

To create a home page:

1. Navigate to **Business Admin > Objects**.

   ![](../../Resources/Images/GettingStarted/HomepageDashboard/Dashboard/HomePageSearch.png)
2. Select the **homepage\_\_v** object.
3. Select **Create**.
4. Populate the **Name** field.
5. Select **Active** for the Status field.

   ![](../../Resources/Images/GettingStarted/HomepageDashboard/Dashboard/HomePageCreateActive.png)
6. Select **Save**.

To create a home page widget:

1. Navigate to **Business Admin > Objects**.
2. Select the **homepage\_widget\_\_v** object.
3. Select **Create**.
4. Select the appropriate **Homepage Widget Type**. This defines the type of data displayed in the widget.

![](../../Resources/Images/GettingStarted/HomepageDashboard/Dashboard/WidgetCreate.png)

The following home page widget types are available:

* My Tasks - Displays the following tasks:* Open [user tasks](https://platform.veevavault.help/en/gr/40751/) (records from the user\_task\_\_v object or objects with the User Task object class)
  * Open [workflow tasks](https://platform.veevavault.help/en/gr/33553/) assigned to the current user. Workflow tasks display if they are directly assigned to the current user, if they are assigned to multiple users including the current user, or assigned to a User Group which includes the current user.

    To access a list of all current or overdue tasks, select the View All button on the home page component. Users can also create new tasks from the [global Create button](https://platform.veevavault.help/en/gr/38329/).

    Ensure end users have at least Read object permission to the user\_task\_\_v object. See [Working with User Tasks](https://platform.veevavault.help/en/gr/40751/) and [Using Object Workflows](https://platform.veevavault.help/en/gr/33553/) for more information about creating and assigning user tasks and workflow tasks.

* X-Pages - Displays html\_report\_\_v records with the territory\_insights\_\_v or territory\_insights\_default\_\_v object types. Ensure end users have at least Read object permission to the territory\_insights\_\_v or territory\_insights\_default\_\_v object types for the html\_report\_\_v object. See [X-Pages Overview](../X_Pages/X_PagesOverview.htm) and [Creating X-Pages Content](../X_Pages/CreateX_Pages/CreateRecord.htm) for more information on configuring and creating X-Pages.
* Upcoming Calls - Displays call2\_vod records with a start date in the future. Ensure end users have at least Read object permission to the object types for the call2\_\_v object. See [Configuring Call Reporting](../Call_Reporting_2/ConfiguringCR.htm) and [Call Reporting Entry Points](../Call_Reporting_2/Planning/CallEntry.htm) for more information about configuring and creating call reports.

  To display specific fields in the Upcoming Calls widget, admins can navigate to the appropriate call2\_\_v field and select the Display in default lists and hovercards checkbox.

5. Populate at least the following fields:
   * Name - The name of the widget. This displays at the top of the widget.
   * Homepage - The home page on which to display this widget
   * Row - Determines the widget's vertical position on the home page, when there are multiple widgets in different rows
   * Order - Determines the widget's horizontal position within a row, when there are multiple widgets in the same row
   * Width - Determines how wide the widget displays in the row. Available options include 1/3, 1/2, 2/3, and Full Width. The total width of the widgets in the same row cannot exceed 1.
   * Rows to Display - Determines the number of records to display for My Tasks and Upcoming Calls widgets. If left blank, the widget displays 10 records.
   * Status - Must be Active

     ![](../../Resources/Images/GettingStarted/HomepageDashboard/Dashboard/Widget2Active.png)
6. Select **Save**.

Translations for homepage widget headers use the translated labels for the object\_type\_\_v field instead of the values for the name\_\_v field.

### Related Topics

[Vault CRM Mobile Application Home Page](MobileDeviceSetup/iOS/HomePage.htm)

[Creating X-Pages Content](../X_Pages/CreateX_Pages/CreateRecord.htm)

[Call Reporting Entry Points](../Call_Reporting_2/Planning/CallEntry.htm)