Updating Dashboards

Complete this task to modify a dashboard in Portal, customizing the layout and widgets' display.

Step-By-Step Guide

	Instructions	Additional Information
1	From the Dashboard tab, with the Dashboard to be updated in view, click Manage. The Dashboard sidebar opens.
2	Click Update. The Options sidebar opens. Update the relevant information via the applicable steps below...
3	Enter the updated Dashboard Name.
4	Open the Folder drop down and select the folder to save the Dashboard.	These will be folders in which you have permissions to access.
5	(Optional) Mark the Default checkbox to make this Dashboard the default view when logging in and accessing Portal, or clicking the Dashboard tab.
6	Click a Widget Name to add it to the Dashboard.The widget is added to the Dashboard layout and the change is automatically saved.	Widgets displayed on the Dashboard in the order added. To change the order, click and drag the widget to the desired location and click Save. To remove a widget from the Dashboard, click the X in the upper right corner of the widget and click Save.
7	Click X in the upper right corner of the Options sidebar and close it.

Related Topics

Dashboard

Related Training/Support Documentation

Not applicable for this topic