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The Overview page in Customize mode showing the Save View and Cancel buttons, a plus button over an empty slot with the Add widget popover open listing General and My Reports sections, and a minus button on an existing widget

To pin a report, save it first. See <a href="https://help.arcprime.com/en/articles/15048189-how-to-save-and-manage-reports">saving and managing reports</a>.

- To pin a report, save it first. See <a href="https://help.arcprime.com/en/articles/15048189-how-to-save-and-manage-reports">saving and managing reports</a>.

Open Patents &gt; Portfolio &gt; Overview and click Customize. The header switches to Cancel and Save View.

Add a widget. Hover an empty area of the grid until a plus button appears, then click it. Choose from General (the built-in charts and cards) or My Reports (your saved reports).

Hide a widget by clicking the minus button in its top-right corner. Hidden widgets return to the add list.

Drag a widget by its title area to move it, and drag the handle in its corner to resize it.

Change how a report widget renders. In Customize mode, each report shows a Bar, Line, Pie, or Table switch, limited to the views its data supports.

Click Save View. The layout is stored for you and restored on your next visit. Click Cancel to discard every change since you entered Customize mode.

1. Open Patents &gt; Portfolio &gt; Overview and click Customize. The header switches to Cancel and Save View.
2. Add a widget. Hover an empty area of the grid until a plus button appears, then click it. Choose from General (the built-in charts and cards) or My Reports (your saved reports).
3. Hide a widget by clicking the minus button in its top-right corner. Hidden widgets return to the add list.
4. Drag a widget by its title area to move it, and drag the handle in its corner to resize it.
5. Change how a report widget renders. In Customize mode, each report shows a Bar, Line, Pie, or Table switch, limited to the views its data supports.
6. Click Save View. The layout is stored for you and restored on your next visit. Click Cancel to discard every change since you entered Customize mode.

Read the Last run label under a report widget to see how old its data is.

Click Actions &gt; Rerun all reports to refresh every pinned report. Widgets update as the reruns finish.

Click Actions &gt; View My Reports to open the saved report list, or Actions &gt; Print to PDF to export the current dashboard.

1. Read the Last run label under a report widget to see how old its data is.
2. Click Actions &gt; Rerun all reports to refresh every pinned report. Widgets update as the reruns finish.
3. Click Actions &gt; View My Reports to open the saved report list, or Actions &gt; Print to PDF to export the current dashboard.

Open Reports in the top navigation and click My Reports.

Click the three-dot menu on a report card and select Add to Strategy. The report appears on the Overview page the next time you open it.

1. Open Reports in the top navigation and click My Reports.
2. Click the three-dot menu on a report card and select Add to Strategy. The report appears on the Overview page the next time you open it.

Tip: Pin scalar reports, such as the number of cases filed this year. They render as large single-number cards that scan well in a printed deck.

<a href="https://help.arcprime.com/en/articles/15048168-portfolio-overview-a-customizable-dashboard-for-patent-health">Portfolio Overview Dashboard</a> — What the page shows and why

<a href="https://help.arcprime.com/en/articles/15048188-how-to-create-a-custom-report">How to Create a Custom Report</a> — Build the reports you pin here

<a href="https://help.arcprime.com/en/articles/15048189-how-to-save-and-manage-reports">How to Save and Manage Reports</a> — Save, rename, and delete reports

<a href="https://help.arcprime.com/en/articles/15043772-getting-started-for-ip-managers">Getting Started as an IP Manager</a> — A first week with ArcPrime's dashboards

- <a href="https://help.arcprime.com/en/articles/15048168-portfolio-overview-a-customizable-dashboard-for-patent-health">Portfolio Overview Dashboard</a> — What the page shows and why
- <a href="https://help.arcprime.com/en/articles/15048188-how-to-create-a-custom-report">How to Create a Custom Report</a> — Build the reports you pin here
- <a href="https://help.arcprime.com/en/articles/15048189-how-to-save-and-manage-reports">How to Save and Manage Reports</a> — Save, rename, and delete reports
- <a href="https://help.arcprime.com/en/articles/15043772-getting-started-for-ip-managers">Getting Started as an IP Manager</a> — A first week with ArcPrime's dashboards

This article explains how to add, hide, arrange, and refresh widgets on the Overview page, including saved reports from the Report Generator.

How to Customize the Portfolio Overview Dashboard

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How to Customize the Portfolio Overview Dashboard

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Keep report widgets fresh

Pin a report from My Reports

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