How to Edit a Dashboard

Dashboard owners wield the power to enhance their reporting capabilities by editing dashboards. This includes the ability to modify the dashboard name, update permissions, add new custom widgets, and edit existing widgets. Follow these steps to harness the full potential of dashboard editing.

Navigate to the Dashboard and access "Edit Mode"

Click on the pencil edit icon located in the top right corner. This action will transition you into the edit mode.

Please Note:

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Only dashboard owners have the authority to edit a dashboard.

Modify Dashboard Name

If needed, change the dashboard name to better suit your reporting requirements.

Add New Widgets

Click on "Add Widgets" to introduce new custom widgets to your dashboard.

Save Changes

Once you've made the necessary edits, click on "Save Changes" to apply and finalize the modifications.

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