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Edit Dashboards

This article describes how to edit dashboard reports and format metrics.

Dashboard ribbon​

Using the dashboard ribbon you can:

  • Save as – save the selected dashboard under a different name and change its settings. Using this option you can save a System Dashboard as a custom made dashboard and modify it.
  • New – create new custom dashboard.
  • Edit – edit the selected dashboard settings.
  • Delete – delete the selected custom made dashboard.
  • Set as Default – by choosing this option, intial application screen will be set to be the selected dashboard.
  • Date Range – change the period the data is displayed for.

Edit dashboard reports​

You can edit custom made dashboard by clicking Edit from the ribbon or edit each report individually by using the option buttons in the right upper corner of a report container.

Using the option buttons from the right upper corner of the each report you can:

  • refresh report data
  • edit report type, name and chart options
  • switch between chart and grid view
  • add and modify filters.

Edit dashboard metric​

To edit metric settings, select the metric container and click Edit from the dashboard ribbon.

When the dashboard designer opens, you can:

  • add new metric
  • delete existing metric
  • edit selected metric name and color
  • format the selected metric
  • add or modify selected metric filters.
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