Edit Dashboard
As an analyst, you can modify and update the dashboards that you have created. You can add or replace widgets, or edit the name and description of the dashboard.
Before you start
You can only edit a dashboard that you have created. For more information on creating a dashboard, see Create a Dashboard.
Steps
To edit a dashboard, do the following:
In the sidebar, click Dashboards.
Go to the dashboard you want to edit, click the vertical ellipsis, and click Edit Dashboard.
To add a new widget columns, click Add Information Widgets. You can select if you want to add one or two widget columns. Click + to add the widgets to the columns. Select the widget that you want to add to your dashboard and click Add. You can also search for a specific widget by typing the widget name in Search, or clicking the Category drop-down menu and selecting a category. Note that by using this option, the list of available widgets is contextual and changes based on your input.
To replace or change an existing widget, click the vertical ellipsis of the widget, and click Replace.
To add overview widgets or hero cards to the dashboard, hover above all the existing widgets, and click Add Overview Widgets.
To edit the name and description of the dashboard, click Settings in the upper-right corner. If you have shared the dashboard with a member recipient group, you can choose to update the recipient group.
To save your changes, click Save Dashboard.