• In Dashboard, click Customize

    • In the left frame select Fund Summary from the Fund category

    • Click Add

    • Highlight Fund Summary in the Selected Panels frame and click Edit

    • Next to Funds to Include, click Select. Select the appropriate funds and click OK

    • Select other options such as a date range and columns to show and click OK

    • Click OK
    • The dashboard refreshes and appears in the Fund Summary frame