Available On: Business Plus
How to Edit a Dashboard
Editing an existing dashboard is the same as creating a new dashboard. Once you are in Edit mode, you can edit the dashboard.
To edit an existing dashboard, select Edit dashboard from the dashboard menu:
From there you enter edit mode, where you can add, move, edit, or delete tiles or filters, or edit the dashboard title.
TIP: You can tell you’re in edit mode in a dashboard by the blue toolbar at the top of the dashboard.
To discard edits you’ve made to the dashboard since entering edit mode:
Click Cancel
A Discard changes? dialog box appears to confirm you want to cancel changes
Click Discard to cancel your changes and exit edit mode
To save edits you made to the dashboard:
The Save button becomes enabled
Click on Save to save your edits and exit edit mode