Viewing Dashboards

Use Dashboards to display frequently-viewed charts, graphs, and tables.

Using the Dashboard

To open the Dashboard:

• Click Dashboard from the top navigation bar.

To add a dashboard:

• Click the + tab.

Add widgets to your Dashboard

Wherever you see the Dashboard button on the right side of the blue navigation bar:

• Click the button to display the current view onto the Dashboard.

To rearrange widgets on the Dashboard:

• Click the 6-dots icon on the top bar of the widget and drag it to the desired location.

To rename or delete a widget:

• Click the 3 vertical dots icon and select Rename or Delete.

To resize a widget:

• Click the lower-right corner and drag to the desired size.

Edit a Dashboard

To rename, share, or delete a Dashboard:

• Click the three vertical dots on your Dashboard's tab.

Rearrange your Dashboard tabs

To change the order of your Dashboard tabs, click the "four-square" icon on the left side of the Dashboard tab and drag it to the desired position.