Viewing, Editing and Deleting Dashboards

Overview Once a dashboard has been created, it can be viewed, edited, or deleted. Note: As discussed in Roles, the permissions assigned to your user account determine your ability to view, manage, and delete dashboards. Viewing Dashboards To view a dashboard, click Dash found at the top of the left-hand navigation column. This opens the … Continued

Sharing and Exporting/Importing Dashboards

In this support article, we discuss two methods for sharing dashboards with other users. Sharing dashboards via email Exporting/importing dashboards and dashboard groups Sharing Dashboards via Email Dashboard sharing via email allows you to send a dashboard snapshot (either on a one-time basis or on a recurring basis using a schedule of your choosing) to … Continued

Adding a Dashboard to Favorites

Dashboard Menu In the lefthand navigation column, there is a menu that displays all your Dashboards based on their designation as a Favorites, Public, or Private dashboard. Adding your Dashboards to “Favorites” helps streamline the process of reaching your most frequently used dashboards. Adding a Dashboard to Favorites To add a dashboard to Favorites, go … Continued

What are some common dashboards?

Dashboards are powerful and customizable, and uses can vary greatly depending on how your business measures success.  There are a few common uses that can help get you started.   Business / Executive Metrics How does your business measure success?   If the answer to that question can be found in a database, internal website, … Continued

What about isolating graph lines, toggling legends, and more?

Toolbar functions The dashboard toolbar is where you add and manage dashboards, as well as: Configure Date Range to  be a standard period of time, such as last 24 hours, or a custom time period.  The date range impacts the range of data displayed for all dashboard widgets. Expand or collapse all widget legends. Present a slideshow of different dashboards … Continued

Creating Dashboards

Dashboards enable you to create customized, strategic views of your systems, ensuring the data you need to manage your business is available at a glance. To initiate the creation of a new dashboard: Select Dash from the primary left-hand navigation panel. You’ll notice that another menu option titled “Menu” subsequently appears immediately below it. Click … Continued