Creating & Managing Multiple Dashboards
You can easily create multiple dashboards in your workspace to help you organize your reports.
Navigate to the Dashboard and click 'Add New Dashboard'. Name your Dashboard and configure reports.
You can easily switch between dashboards by clicking the Dashboards dropdown at any time.
Creating Reports
Navigate to the Dashboard and click Add Report in the top right corner.
You will be navigated to the Report Builder where you can build custom reports that you can add to the dashboard.
Updating Reports
If you would like to update an existing report on your dashboard, you can click the three dots in the top right of a report and click Edit Report.
After you click Edit Report you will be navigated to the Report Builder to update your report.
After you make your changes to your report, you can click Update Existing Report. You can also click Edit Report to completely change the data in a report and add the report as a new report.
Resizing & Moving Reports
When you hover over a report on your dashboard, a gray bar will automatically appear.
To resize a report, navigate to the bottom right of the report and click to drag the report to the size of your preference.
To move a report, navigate to the bottom of the report and click the gray bar to move the report anywhere on the dashboard.
Deleting a Dashboard
You can easily delete a dashboard in your workspace. Navigate to the Dashboard and select the dashboard you want to delete. On right right side of the dashboard dropdown, click the three dots and click Delete Dashboard.
