Managing Dashboards

Managing dashboard involves:

  • Editing dashboard
  • Copying dashboard
  • Exporting dashboard
  • Deleting dashboard(s)

To manage dashboards, follow these steps:

  1. In the Reporting Workspace pane, right-click a dashboard.
  2. Use the following options:
    Copy Dashboard
    Use this option to copy a dashboard and past it in another category.
    Edit Dashboard
    Use this option to update an existing dashboard.
    Export Dashboard
    Use this option export the dashboard into XLSX file.
    Delete Report(s)
    Use this option to delete a dashboard under a category.