Manage dashboards

Learn to modify a dashboard and the widgets in it.

You can edit an existing dashboard to change the name, access permissions, add or remove widgets, edit individual widgets, resize widgets, reposition widgets, etc.

Modify the name and access permissions of a custom dashboard

Follow these steps to change the name or access permissions of a custom dashboard:

1. Select Dashboards from the menu and click the dashboard you want to edit.
2. Click the kebab menu on the right-hand side and select Edit basic details.
3. Type in the new name of the dashboard.
4. You can change the access level of the dashboard to public or private by switching the Public dashboard toggle button on or off.
5. Click Done.

You can view these steps in the following GIF:

A success message “Successfully updated” is displayed to confirm that your changes are live.

Add widgets to a custom dashboard

Follow these steps to add a new widget to an existing custom dashboard:

1. Select Dashboards from the menu and click the dashboard you want to edit.
2. Click Add Widgets.
3. Select a widget you want to add to your dashboard.
4. Configure the widget using the available options and click Done.
5. Repeat steps 2 - 4 if you want to add more widgets.
6. Click Save and finish.

The new widget gets added to the custom dashboard.

Remove widgets from a custom dashboard

Follow these steps to delete a widget from an existing custom dashboard:

1. Select Dashboards from the menu and click the dashboard you want to edit.
2. Click the kebab menu on the right-hand side and select Delete.
3. Click Delete on the popup if you are sure to remove the widget permanently from the dashboard.

The widget gets removed from the custom dashboard.

Edit widgets in a custom dashboard

Each widget in custom dashboards has a unique list of settings. To edit a widget, you can follow these general steps:

1. Select Dashboards from the menu and click the dashboard you want to edit.
2. Click the kebab menu on the right-hand side and select Edit.
3. Make widget-specific changes that you want to make.
4. Click Done.

The widget gets updated with the new changes.

Reorder and resize widgets

You can organize your dashboard by resizing and repositioning individual widgets.

Follow these steps to resize a widget in a custom dashboard:

1. Hover your mouse over a widget.
2. Click the candy bar menu and drag the chart to a different part of your screen.

Use this feature to reorder the charts based on the priorities of your project.

To resize the charts and widgets, click the small arrow mark at the bottom-right corner of a widget and drag it to the size you prefer.

Access levels in dashboards

You have two access levels in custom dashboards:

• Private: Only the owner of the dashboard can view, edit, or delete a private dashboard. You cannot share private dashboards, but you can download them. Use this access level for individual analysis.
• Public Everyone in your organization can view, edit, download, share, and delete public dashboards. Use this access level for collaborative analysis. Please note that public dashboards can be edited and deleted by anyone in your organization.

How to change the access level of a dashboard

Follow these steps to change the access level of a dashboard:

1. Select Dashboards from the menu and click the kebab menu next to the dashboard you want to update.
2. Click Edit basic details.
3. Switch the Public dashboard toggle button on or off as required.
4. Click Done.

You can also refer to the following GIF for the steps:

Delete dashboards

Follow these steps to delete a custom dashboard:

1. Select Dashboards from the menu and click the dashboard you want to delete.
2. Click the kebab menu on the right-hand side and select Delete.
3. Click Delete on the popup if you are sure to remove the dashboard permanently.

The custom dashboard gets deleted.

You can also refer to the following GIF to delete a custom dashboard: