Edit a Dashboard

You can edit a dashboard and configure it for your needs.

PREREQUISITES:

  • You must have permission to edit the dashboard. See Add Permissions for more information.
  1. Tap Dashboard.
  2. Tap Page actions in the activity toolbar and tap Dashboard Management.

NOTE: The 10 most-recently-viewed dashboards display. To quickly switch between recently-viewed dashboards, see Switch Between Dashboards for more information.

The Dashboard Management page opens.

  1. Tap the edit icon in the Dashboards panel.

NOTE: If you don't have permission, the edit icon is grayed out.

The Dashboard - Edit page opens.

  1. If desired, change the Name.
  2. Add or remove Rows and Columns.
  3. Add, edit, or remove widgets. See Add a Widget, Edit a Widget, or Remove a Widget for more information.
  4. Drag the lines between widgets to adjust the width and height of the column and/or row.

NOTE: Changes made to the dashboard save automatically.

  1. To view the updated dashboard, tap Page actions and select the dashboard from the list.