This section will describe how to use the main features of a published dashboard.
Main dashboard page
Navigate to the main Dashboard page from the left side nav.
As shown in the below example, this page displays multiple dashboard tabs. You can perform the following functions on these.
Open dashboard
Click on a dashboard tab name to open it.
Open Sub tabs
If you have sub tabs enabled, to switch between them simply click on their title.
Add to favorite
Marking a published dashboard as a favorite will add its tab on the main dashboard page.
Every time a user opens a published dashboard (that is not already added as their favourite), the system will ask them the following message.
Click Add to my dashboards, to mark this dashboard as a favorite.
If you add to many dashboard to the main page, a More Dashboards drop down will appear.
Dashboard menu
Bring up the menu on a published dashboard to perform the following actions on it.
Note: the menu options will differ according to the user’s permitted role functions.
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 your favorite list. These dashboards will appear on the main dashboard page. Only appears 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. |