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Account and access

Restore personal dashboard preferences

Review and save the standard defaults without changing company records.

Updated 2026-11-11

Restore defaults in Dashboard preferences resets the choices in the form to the standard preference set. Save preferences is the action that confirms those choices for your account.

Open Settings, then Dashboard, select Restore defaults, and review the resulting reporting period, chart view, work view, deadline window, refresh interval, and display controls. Save if those are the choices you want.

This does not reset the company’s books, delete tasks, remove integrations, or change a subscription. It is a personal display-preference operation. Another team member’s default view can remain different.

If existing preferences could not be loaded, use Retry before saving. The page disables saving while that error remains so an unknown saved state is not overwritten casually. If you selected Restore defaults by accident and have not saved, review your previous choices before submitting. When troubleshooting, tell support whether the reset only changed the form or whether Dashboard preferences saved appeared. That distinction shows whether a persistent change was confirmed.

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