Knowledge Base Administration Guide

Editing Dashboards

Users can Create, Copy, Rename, Delete, or Edit Dashboards.

  • Users can have as many dashboards as they want.

Note: Dashboards require creating one or more Saved Charts first.


Create a Dashboard

To Create a Dashboard from scratch:

  • Click Metrics (in the top blue bar).
  • Click + Create a Dashboard button at the top of the page.
  • Follow the Dashboard Editor instructions below.

Copy a Dashboard

To Copy an existing Dashboard (with a new Dashboard Name):

  • Click on any Dashboard.
  • Click the Copy... button.
  • Follow the Dashboard Editor instructions below.

Copy Dashboard

Edit a Dashboard

To Edit an existing Dashboard:

  • Click on any Dashboard.
  • Click the Edit at the top of the page.
  • Follow the Dashboard Editor instructions below.

Delete a Dashboard

To Delete a Dashboard:

  • Click the [x] link on the top-right corner of it.

Rename a Dashboard

To Rename a Dashboard:

  • Click on the Dashboard.
  • Click the Edit button.
  • In the top-left corner, type a new Name.
  • Click Save.

Dashboard Editor

The Dashboard Editor allows editing of any Dashboard:

  1. Type the desired Dashboard Name.
  2. Add, Move, or Delete charts on the Dashboard.
  3. Click the green Save button, to save the Dashboard.

Notes:

  • You can click and drag charts within the Dashboard (to move them up, down, left, or right).
  • You can change the layout to a 1-, 2-, or 3-column Dashboard layout.

Edit Dashboard