Will resetting my layout lose data?

No. Resetting only changes which widgets are shown and where — it never deletes or alters the underlying properties, jobs, or financial records those widgets display.

From the guide Customizing Your Dashboard.

What you can customize

  • Add, remove, resize, and drag-and-drop widgets.
  • Choose which report or metric each widget shows.
  • Save a layout per role if you switch between them.
  • Reset to the default layout at any time.

Read the whole guide: Customizing Your Dashboard

More questions about Customizing Your Dashboard