Documentation:PSAAS:Recording:workingwithdashboard:Julie

Working with Dashboards

Important

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The following procedures enable you to modify an existing dashboard:

• Rename a Dashboard
• Change the Column Layout
• Change the order of the Dashboard Tabs
• Delete a Dashboard

Rename a Dashboard

1. Select Dashboard and the name of the dashboard you want to change.
2. Click Change Settings.
3. In the Title field change the name of the dashboard.
4. Click Save.
5. Click Hide Settings.

Change the column layout

1. Select Dashboard and the name of the dashboard you want to change.
2. Click Change Settings.
3. Under Change Columns click the desired layout. The layout is applied to the dashboard.

Change the order of the tabs

1. Select Dashboard and any dashboard to open the dashboard tabs.
2. Place your mouse over the top corner of the tab you want to move. The mouse pointer changes to a plus.
3. Drag the tab to its new location and release the mouse button. The tab is moved to its new location.

Delete a Dashboard

1. Select Dashboard and any dashboard name to open the dashboard tabs.
2. Select the dashboard you want to delete.
3. Click Change Settings.
4. Click Delete dashboard. A confirmation message appears.
5. Click Yes. The dashboard is deleted.