Overview

This page provides guidance on how to modify existing dashboards. Whether you need to adjust the layout, update visualizations, change data sources, or customize settings, the editing tools allow you to tailor the dashboard's appearance and functionality.

You can also add or remove widgets, apply filters, and manage user permissions, ensuring that the dashboard delivers the most relevant and actionable insights for your specific use case.

Custom dashboards can be edited, system dashboards cannot be edited.

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.

1. From the main menu, navigate to Dashboards > All.
2. Click the row options icon at the beginning of the row that includes the custom dashboard.
3. Click Edit.

At the top of the page, an unlock button displays, indicating the dashboard is in Edit mode.

Change Dashboard Layout

You can change the layout of the Dashboard by rearranging, moving, or deleting its widgets.

You can also navigate to widget settings and widget menus from the dashboard page.