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    • Editing a Dashboard
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Dashboards

Last updated 1 year ago

Navigating the Dashboard View

Dashboards that you have access to view can be found in the navigation pane on the left side of the screen.

The DASHBOARDS option can be collapsed/expanded by clicking the label or the small arrow to the left of the label.

Creating a New Dashboard

To create a new blank Dashboard, click on the + button to the right of Dashboards.

To create a copy of an existing Dashboard, click on the 3-dots button at the top of the Dashboard that you wish to copy and then select the Duplicate option.

Editing a Dashboard

To edit a Dashboard, you will first need Admin control of the Dashboard. You will have this control over any Dashboard that you personally create and can be granted it by Admins of other Dashboards.

To Edit your Dashboard, click the 3-dots button at the top of the Dashboard and then select the Edit option.

Sharing a Dashboard

The Dashboard Share feature can be located under the 3-dots menu.

The below popup window should appear. Click on the "Add people and groups" section to select individual users (identified by the solo person icon) and User Groups (identified by the 2-person icon).

Once a person, or group, has been added then they are granted the Viewer permission by default. If you would like to grant them Admin privileges over the Dashboard then it can be changed in the dropdown to the right.

Deleting a Dashboard

To delete a Dashboard, you will first need Admin control of the Dashboard. You will have this control over any Dashboard that you personally create and can be granted it by Admins of other Dashboards.

To delete your Dashboard, click the 3-dots button at the top of the Dashboard and then select the Delete option.

Hide Tag Prefixes

For Dashboards that display tags from only a single site, it might make sense to remove repetitive filler from displaying in the tag names, such as the site name.

This can remove the clutter:

To look like this:

  • To change the number of displayed prefixes, click on the 3-dots button at the top of the Dashboard and select the Hide Tag Prefixes option.

And select the number of desired prefixes to hide (This is usually 1, for the Site Name).

----- Please click here for details on Editing Dashboards -----