You can quickly update the cards on your dashboard using the Global Settings Icon



You can find the Global Settings icon from the top right-hand corner underneath your name. 


A pop-up will display in which you can enter an Organization or Account.  


Selecting Update Dashboard with Global Settings will update the cards on your dashboard to pull data for the specified Organization and/or Account and/or Finance View.


Note: To have a card on the dashboard not update with the Global Settings, make sure to have the Global Settings turned off for that card, by clicking on the Global Settings icon on the card.