A morning routine

• Glance at the colours: anything red or orange that was not there yesterday?
• Check the number — My Budget Progress, or the month-to-date Performance Comparison.
• Work the call list — Stopped Business and Business Declines on Personal, top rows first.
• Dig in where something looks odd: the open-report icon, or a favourite, takes you to the detail.
• Save Layout if you changed anything.

Next: Walk-through 2 — Dynamic Reports, the report builder behind many of these widgets.