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Managing Your Dashboards

You may want to edit a dashboard or change the layout of widgets in the dashboard. Let us see the various possible actions that you can do to manage your dashboards.

Select the dashboard you want to perform actions on from the Dashboard selector on the home page. Click the Tools The Toold menu on the dashboard page thatdisplays the various actions that you can carry out on a dashboard. menu and you can perform any of the following actions:

Configure Default Dashboard

Edit a Dashboard

Edit Dashboard Layout

Create Template from this Dashboard

Delete Dashboard

Print Dashboard

Show Dashboard Description

Refresh Dashboard

Configure Default Dashboard

Use to configure default dashboard that should be displayed when you view dashboards page. Select the dashboard and click the Tools The Toold menu on the dashboard page thatdisplays the various actions that you can carry out on a dashboard. menu. Select Set as Default Dashboard option to configure the dashboard as default dashboard for your account.

Edit or Rename Dashboard

Use to modify or edit an existing dashboard. Select the dashboard you want to perform actions on from the Dashboard selector on the home page. Click the Tools The Toold menu on the dashboard page thatdisplays the various actions that you can carry out on a dashboard. menu and select Edit Dashboard option. You can:

-edit the name, description of the existing dashboard

-enable or disable display of dashboard description on the dashboard

-configure the existing dashboard as default dashboard

-add widgets to the existing dashboard

Edit Dashboard Layout

Once you add widgets to the dashboard, you may want to change the arrangement of widgets in your dashboard. Select the dashboard you want to perform actions on from the Dashboard selector on the home page. Click the Tools The Toold menu on the dashboard page thatdisplays the various actions that you can carry out on a dashboard. menu and click Edit Dashboard Layout. You can then simply drag and drop the widgets to change the layout of the widgets in the dashboard. Once you complete the re-arrangement of the widgets, click OK. The new layout of widgets in the dashboard is ready.

Create Template from this Dashboard

Use to create and save a dashboard as template to reuse it. Select the dashboard you want to perform actions on from the Dashboard selector on the home page. Click the Tools The Toold menu on the dashboard page thatdisplays the various actions that you can carry out on a dashboard. menu and click Create Template from this Dashboard option. Provide a name and description for the template you want to create. Click Save. The template is saved under Shared Templates.

Search Your Dashboard

Just click on the down arrow next to the dashboard name, start typing the name of the dashboard you want to search, and list of dashboards that match the text you type is populated. You can pick the dashboard from the list to view the dashboard.

Switching dashboards

You can switch between different dashboards that are available in your account. Click the down arrow next to the dashboard name and pick the one you want from the dashboard list.

Delete Dashboard

Use to delete a dashboard. Select the dashboard you want to perform actions on from the Dashboard selector on the home page. Click the Tools The Toold menu on the dashboard page thatdisplays the various actions that you can carry out on a dashboard. menu and click Delete Dashboard. A confirmation message is displayed to verify the deletion of dashboard. Click OK and the dashboard is deleted.

Show Dashboard Description

Use to display the dashboard description above the dashboard. You could use this description to share the purpose of this dashboard. Select the dashboard you want to perform actions on from the Dashboard selector on the home page. Click the Tools The Toold menu on the dashboard page thatdisplays the various actions that you can carry out on a dashboard. menu and click Show Dashboard Description. The description is displayed on the dashboard page when you view the dashboard.

Print Dashboard

Use to print a dashboard. You could also add predefined watermark or create your own watermark to be displayed on the dashboard on printing.

Click the Tools The Toold menu on the dashboard page thatdisplays the various actions that you can carry out on a dashboard. menu and click Print Dashboard. Select a watermark (optional) to add to the print copy of the dashboard. Alternately, click Add new to create custom watermark text, click  icon and then click Print Dashboard.

Refresh Dashboard

Use to refresh the data in your dashboard. To refresh all widgets in one go, choose the Refresh Dashboard option and all the widgets on the dashboard will be refreshed.

Click the Tools The Toold menu on the dashboard page thatdisplays the various actions that you can carry out on a dashboard. menu and click Refresh Dashboard.

Customize Widgets

We provide with ready to use widgets that can be directly added to the dashboards. We also provide you with an option to customize our existing widget templates or build your own widgets from scratch. To learn more about widgets, see Creating Widgets.