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Section


Column



Column


Function

Description

Edit

Allows you to edit a dashboard by opening it in edit mode.

Only available for admin users, or users with dashboard editing permissions.

Add to favorites

Allows you to add a dashboard to the favorite list. These dashboards will appear on the main dashboard page.

Only available if the dashboard is not already added to the favorites list.

Remove

Removes a dashboard from the main dashboard (favorites) page.

Move

Allows you to reorder the dashboards on the main page.

Copy

Creates a copy of the selected dashboard. The copy is opened in edit mode.

Delete

Deletes a dashboard from the system.





Applying Filters to a Dashboard

If a dashboard has filters, you can use them to filter reports by a set of values. For example, a region filter will allow you to consume region-specific data on the same dashboard. 

To apply filters to your Dashboard, simply choose the filter values, and click on the Apply button at the bottom of the filter panel.
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You may also reset the applied values to bring the Dashboard back to its original state.


Filtered Reports

You can apply filters to a published dashboard report, and navigate to the report page by clicking on the open report button (shown below). You will then see the filtered report.
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To return to your dashboard, click on the Return to Dashboard button in the bottom right corner of the screen.

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