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Manage dashboards

Last updated July 26th, 2023

Change the main dashboard, which is displayed on the homepage, or modify existing dashboards.

Setting main dashboard

To set a dashboard as the main dashboard, complete the following steps:

  1. Navigate to Advanced > Dashboard Management.
  2. On the Dashboard Management page, click the check box for the dashboard you want to set as the main dashboard and click Change to Main.
  3. On the Change to Main screen, click OK.

You can remove the current main dashboard by selecting it and clicking Change to Sub. If there is no main dashboard set in the dashboard list, the default dashboard becomes the main dashboard.

The main dashboard also includes a shortcut link that to the Dashboard Management page. To manage dashboards from the main dashboard, click the settings gear icon > Dashboard Management.

Modifying dashboards

Modify the newly added dashboards. Basic dashboards cannot be modified.

To modify dashboards, complete the following steps:

  1. Navigate to Advanced > Dashboard Management.
  2. On the Dashboard Management page, click the check box for the dashboard you want to modify and click Modify.
  3. On the Modify Dashboard page, modify the existing information.
  4. Click Save.
  5. When prompted, click OK.

Deleting dashboards

Delete the newly added dashboards. Basic dashboards cannot be deleted.

To delete dashboards, complete the following steps:

  1. Navigate to Advanced > Dashboard Management.
  2. On the Dashboard Management page, click the check box for the dashboard you want to delete and click Delete.
  3. When prompted, click OK.

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