Edit a dashboard

You can modify or edit any new or existing dashboard.

1. Do one of the following to edit an dashboard:
   • From the Navigation menu, click located on the right of the dashboard name you want to edit and click Edit.

   

• From an existing dashboard, open the Main Menu bar and click .
2. Modify the dashboard as necessary.



1. Rename the dashboard.
2. View the user and date and timestamp when the dashboard was last modified and when the dashboard was created.
3. Add a new widget to the dashboard.
4. Add a tab to the dashboard.
5. Edit the dashboard permissions. For more information, see Edit permissions.
6. Select an existing folder or select Add New Folder to create a new folder where the dashboard will be saved.
7. Discard your changes.
8. Save your changes.
9. Edit: Displays in blue to signify that the dashboard is in the Edit layout.
10. Delete the dashboard.
11. Display the widget's details: the data source and the user and date and timestamp when the widget was last modified and when the widget was created.
12. Display widget options: Edit, Settings, and My Settings.
13. Delete the widget from your dashboard.
14. Open the Filter drawer. For more information, see Apply an On-Page Filter - Dashboard.
15. Add a text area on the dashboard. For more information, see Add a text area.
16. Select the bottom right corner of a widget to re-size it.
3. Move a widget:
   1. Hover over the widget until the crosshair cursor displays.

      

   2. Move the widget to the new location.
4. Click Save.