How to Edit a dashboard
Dashboard owners wield the power to enhance their reporting capabilities by editing dashboards. This includes the ability to modify the dashboard name…
1 min read203 words5 explained imagesUpdated Tue, 22 Oct, 2024 at 4:55 AM
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Dashboard owners wield the power to enhance their reporting capabilities by editing dashboards. This includes the ability to modify the dashboard name, update permissions, add new custom widgets, and edit existing widgets. Follow these steps to harness the full potential of dashboard editing.
Note:
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Step 1: Navigate to the Dashboard
- Identify and navigate to the specific dashboard you intend to edit. Note: Only dashboard owners have the authority to edit a dashboard.
Step 1 of 1: Identify and navigate to the specific dashboard you intend to edit… What this shows Step 1 of 1: Identify and navigate to the specific dashboard you intend to edit. What this shows Shows what this covers for step 1 of 1 in the "Step 1: Navigate to the Dashboard" section of "How to Edit a dashboard". This screenshot accompanies step 1 of 1 in the "Step 1: Navigate to the Dashboard" section of "How to Edit a dashboard". At this point in the walkthrough you identify and navigate to the specific dashboard you intend to edit. Note: Only dashboard owners have the authority to edit a dashboard. What this coversIdentify and navigate to the specific dashboard you intend to edit. Note: Only dashboard owners have the authority to edit a dashboard.
Step 2: Access Edit Mode
- Click on the pencil edit icon located in the top right corner. This action will transition you into the edit mode
Step 1 of 1: Click on the pencil edit icon located in the top right corner. This… What this shows Step 1 of 1: Click on the pencil edit icon located in the top right corner. What this shows Shows what to click for step 1 of 1 in the "Step 2: Access Edit Mode" section of "How to Edit a dashboard". This screenshot accompanies step 1 of 1 in the "Step 2: Access Edit Mode" section of "How to Edit a dashboard". At this point in the walkthrough you click on the pencil edit icon located in the top right corner. This action will transition you into the edit mode. What to clickClick on the pencil edit icon located in the top right corner. This action will transition you into the edit mode
Step 3: Modify Dashboard Name
- If needed, change the dashboard name to better suit your reporting requirements.
Step 1 of 1: If needed, change the dashboard name to better suit your reporting… What this shows Step 1 of 1: If needed, change the dashboard name to better suit your reporting requirements. What this shows Shows what this covers for step 1 of 1 in the "Step 3: Modify Dashboard Name" section of "How to Edit a dashboard". This screenshot accompanies step 1 of 1 in the "Step 3: Modify Dashboard Name" section of "How to Edit a dashboard". At this point in the walkthrough you if needed, change the dashboard name to better suit your reporting requirements. What this coversIf needed, change the dashboard name to better suit your reporting requirements.
Step 4: Add New Widgets
- Click on "Add Widgets" to introduce new custom widgets to your dashboard. For a detailed guide on adding custom widgets, refer here
Step 1 of 1: Click on "Add Widgets" to introduce new custom widgets to your… What this shows Step 1 of 1: Click on "Add Widgets" to introduce new custom widgets to your dashboard. What this shows Shows what to click for step 1 of 1 in the "Step 4: Add New Widgets" section of "How to Edit a dashboard". This screenshot accompanies step 1 of 1 in the "Step 4: Add New Widgets" section of "How to Edit a dashboard". At this point in the walkthrough you click on "Add Widgets" to introduce new custom widgets to your dashboard. For a detailed guide on adding custom widgets, refer here. What to clickClick on "Add Widgets" to introduce new custom widgets to your dashboard. For a detailed guide on adding custom widgets, refer here
Step 5: Save Changes
Once you've made the necessary edits, click on "Save Changes" to apply and finalize the modifications.
Step 1 of 1: Once you've made the necessary edits, click on "Save Changes" to apply… What this shows Step 1 of 1: Once you've made the necessary edits, click on "Save Changes" to apply and finalize the modifications. What this shows Shows how to confirm for step 1 of 1 in the "Step 5: Save Changes" section of "How to Edit a dashboard". This screenshot accompanies step 1 of 1 in the "Step 5: Save Changes" section of "How to Edit a dashboard". At this point in the walkthrough you once you've made the necessary edits, click on "Save Changes" to apply and finalize the modifications. How to confirmOnce you've made the necessary edits, click on "Save Changes" to apply and finalize the modifications.
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