Customizing a Dashboard
You can rename a dashboard, share it (or stop sharing), make it a Guest dashboard, and change the layout. However, you can only customize dashboards that you've created. Shared dashboards created by another user are view-only.
The easiest way to customize the look of the dashboard is to rearrange the widgets. However, keep in mind that if you're going to view this on a mobile device, the widgets will display in order by column (first, second, third).
To rearrange widgets:
- Toggle Edit mode On when viewing your dashboard.
- Hover over the widget you would like to move or split.
- To split a widget, click on one of the arrow icons to split the widget pane in half in that direction.
- To move a widget to a different pane, click on the Move icon. Then, click on the widget pane where you would like to move the widget. Note: If there is an existing widget in the target pane, that widget will be switched with the moving widget.
For other changes:
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In the Navigation Pane, clicktap
Dashboards. If the menu is hidden, hover over the Navigation Pane to expand it. -
ClickTap the dashboard name.
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Toggle Edit mode On.
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Click the Edit button in the top left of the screen.
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In the resulting panel, edit the Name.
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Edit the Description.
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In the Time section, toggle Auto-Refresh On or Off and enter the amount of minutes between automatic dashboard refresh. The default setting is 5 minutes.
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Toggle Business Hours On or Off to define the business hours. If left turned off, this dashboard operates on a 24x7 basis.
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Edit the Default Time Range.
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Select from a list of Users to allow others to view this dashboard.
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Select from a list of Groups to allow others to view this dashboard.
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ClickTap the Guest button to "On" to allow users who log on with the Guest profile to see this dashboard. The only thing Guest users can do is view dashboards marked as Guest. For more on the Guest profile, see Authentication.
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ClickTap Save.