Complete this task to modify a dashboard in Portal, customizing the layout and widgets' display.
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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... |
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3 | Enter the updated Dashboard Name. | ||
4 | Open the Folder drop down and select the folder to save the Dashboard. |
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5 | (Optional) Mark the Default checkbox to make this Dashboard the default view when logging in and accessing Portal, or clicking the Dashboard tab. |
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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. |
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7 | Click X in the upper right corner of the Options sidebar and close it. |