Partner Knowledge Base
Manage Dashboards
You can manage your dashboards to customise the layout or edit the options.
Change dashboard layout #
New items are added to the bottom of the dashboard. You can change the order of items on the dashboard by clicking Unlock graph move and dragging items into place.
The width and height of the graphs will determine how items fit into the dashboard. Items with 100% width will cover the full width of the dashboard page. To have multiple items sit next to each other, you will need to adjust the width.
Edit dashboard options #
When viewing a dashboard it’s possible to hide, remove or edit individual dashboard items using the icons in the item header.
- Click the Minimise (-) icon to hide the graph content
- Click the Remove (X) icon to remove the graph from the dashboard
- Click the Settings icon to edit the graph
Share dashboards #
- On the dashboards page, click Setting dashboard
- Enable the checkbox next to Schedule send dashboard via email
- Configure how frequently the dashboard should be sent
- Configure the email subject
- Add the emails that should receive the dashboards
- Select whether or not to include table data
- Click Save dashboard
The dashboard will be shared according to the frequency defined.
Delete a dashboard #
Once a dashboard has been deleted, it can’t be restored. You will need to create a new dashboard.
- On the dashboards page, click Setting dashboard
- Enable the checkbox next to Delete dashboard after save
- Click Save dashboard
The dashboard will be deleted.