Manage Dashboards

Overview

You view and manage dashboards, dashboard features, and dashboard settings in Fusion on different pages in the interface.

Once a dashboard is in Open or in Edit mode, Fusion displays additional elements and options.

For ease of use, each task related to dashboards displays as a sub-menu item in the documentation navigation menu under this, the Manage Dashboards heading.

Getting Here

To reduce the risk of accidently editing a dashboard, you can use the Open option, instead of the Edit option described below.

Changes made to dashboards in edit mode take effect immediately. There is no SAVE button or UNDO option.

To edit a dashboard, use the following steps.

From the main menu

1. Navigate to Dashboards > All.

2. Click the row options icon at the beginning of the row that includes the dashboard name.

3. Click Edit.

From the Dashboard's page

1. Open the dashboard page.

2. The dashboard becomes editable when you click the lock button . The unlock button displays, indicating the dashboard is in Edit mode.

Dashboard Options

The options and actions below impact the entire dashboard.

: Changes made to dashboards in edit mode take effect immediately. There is no SAVE button or UNDO option.

: Changes made to dashboards in edit mode take effect immediately. There is no SAVE button or UNDO option.

ID	Action	Description
1	Dashboard Dropdown	Use to quickly navigate to different dashboards from a dropdown list.
2	Print	Prints the current view of the dashboard or widget.
2	Schedule	Opens the Schedule configuration page, which allows you to automate the delivery of dashboard data to specified recipients at regular intervals.
2	Sync Hover	Toggles synchronized hovering across multiple widgets, allowing for cross-widget comparisons.
2	Locked Dashboard	Dashboards that display Locked dashboards cannot be edited.
3	Unlocked Dashboard	The unlocked icon indicates the dashboard is editable.
3	Add Widget	When the dashboard is in edit mode, the Add Widget button displays, allowing you to add a new widget to the dashboard.
3	Settings	Accesses the settings for the dashboard, allowing you to customize global options and configurations.