Manage Dashboards
You can perform the following actions to manage the dashboard:
Time Frame: By default, the platform displays the data based on the last 30 days in the dashboard. You can choose the start and end dates to visualize the required data.
Refresh: View the most recent refresh performed on the dashboard. You can choose to automatically refresh the dashboard data every one, six, or 24 hours.
Full Screen: Open the dashboard in full-screen mode. You can exit the full-screen mode either by using the exit icon or using the escape key on the keyboard.
Manage System-Defined Dashboards
You can perform the following actions to manage system-defined dashboards using dashboard ellipsis:
Mark as Default: Select a dashboard as your system’s primary view.
Clone: Clone the layout of the selected dashboard with the same set of widgets. You can replace the widgets in the cloned dashboard for a personalized experience.
Export: Export the dashboard in PNG or PDF formats within the platform, or send an email to selected CTIX and non-CTIX recipients. For more information, see Export Data From a Dashboard.
Manage Custom Dashboards
You can perform the following actions to manage custom dashboards using the dashboard ellipsis:
Mark as Default: Mark the selected dashboard as the primary dashboard that appears on your system.
Edit: Edit dashboard details, such as dashboard title, access settings, and manage widgets. Only the creator of the dashboard can edit it.
You can manage widgets by deleting a widget, rearranging the widgets in a row, edit saved searches of custom widgets, and more. For more details, see Manage Widgets.
Clone: Clone the structure of the selected dashboard with the same set of widgets. You can replace the widgets in the cloned dashboard for a personalized experience.
Export: Export the dashboard in PNG or PDF formats within the platform, or send an email to selected CTIX and non-CTIX recipients. For more information, see Export Data From a Dashboard.
Share: Share the dashboard access with selected or all CTIX users. Only the creator of the dashboard can share the access with other users.
Delete: Delete the dashboard from the platform. Only the creator of the dashboard can delete it.