Managing Dashboards
After creating a dashboard and adding widgets, you can customize its layout, control access, and apply dashboard-wide settings. These controls help you organize dashboards for different teams while ensuring every widget displays consistent data.
Dashboard Actions
The dashboard toolbar provides quick access to common actions.
Save Changes
Saves all layout and widget changes made to the dashboard.
Edit Dashboard
Update dashboard details such as its name.
Manage Access
Control who can view or edit the dashboard.
Add Widget
Add additional widgets to the dashboard.
Note: Changes made to a dashboard are not saved automatically. Click Save Changes after making any modifications.
Caption: Use the dashboard toolbar to add widgets, save changes, edit the dashboard, and manage access.
Rearranging Widgets
Widgets can be organized to create layouts that best suit your reporting needs.
You can:
Drag and drop widgets to reorder them
Resize widgets to show more or less information
Edit widget configurations
Remove widgets that are no longer required
Changes are reflected immediately on the dashboard and are saved once you click Save Changes.
Manage Dashboard Access
Dashboard owners can control who has access to a dashboard.
Depending on your organization's permissions, you can grant users access to:
View dashboards
Edit dashboards
Manage dashboard content
Use Manage Access from the dashboard toolbar to configure permissions.
If you don't have a dedicated Manage Access screen, continue using the toolbar screenshot and highlight the Manage Access button.
Editing Widgets
Existing widgets can be modified at any time.
To edit a widget:
Open the dashboard.
Select the widget.
Click Edit.
Update the widget configuration.
Save your changes.
You can also delete widgets that are no longer required.
Dashboard Best Practices
For better readability and usability:
Keep related widgets together.
Use descriptive widget names.
Apply dashboard-wide filters instead of duplicating widgets.
Use pre-built dashboards as a starting point for common reporting needs.
Save changes after completing edits.
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