What can Admins Do when Setting Dashboards?
In an app, an admin who has permission to manage the app can edit and configure dashboards.
In dashboards, the admin can:
Rename dashboards.
Sort dashboards.
Create, copy, delete, edit, or favorite dashboards.
Prerequisite
Only admins who have permission to manage an app can configure dashboards. Members can only visit the permitted dashboards.
How to Create a Dashboard?
Option 1 Creating with Existing Data
1. Create a dashboard directly.
To create a dashboard within an app that already has existing dashboards, clicknext to the search bar and click New Dashboard.
2. Add a dashboard in a folder.
Clicknext to the folder where you want to create a dashboard and select New Dashboard from the drop-down list.
Option 2 Creating in App Without Data
If you intend to create a dashboard in an empty app, you will be directed to the page below. Then click New Dashboard.
Basic Settings
Editing a Dashboard
There are two ways to edit a dashboard:
In the left navigation bar, click
next to the dashboard, and click Edit.
Select the dashboard you want to edit, and click Edit.
Editing an Icon
To edit an icon:
1. Clicknext to the dashboard, and click Edit Name & Icon.
2. Click the current dashboard icon, and then choose a new icon from the drop-down list.
Renaming a dashboard
To rename a dashboard, clicknext to the dashboard, and click Edit Name & Icon.
Sorting Your Dashboards
Sort dashboards by dragging and dropping them. You can also move a dashboard into or out of a folder.
Copying a Dashboard
1. When copying a dashboard, you will copy all the charts and components and their settings in the dashboard.
2. You can only copy the dashboard to the current app.
3. When you copy a dashboard, the settings of Reminder will also be copied, but it is turned off after being copied.
Favoriting a Dashboard
To favorite a frequently-visited dashboard, clicknext to the dashboard, click Favorite from the drop-down list.
Check the favorited dashboards in the workspace.
Deleting & Restoring a Dashboard
Deleting a Dashboard
1. Delete an entire dashboard.
Clicknext to the dashboard you want to delete, click Delete, and enter the dashboard name to confirm the deletion action.
2. Delete specific charts/components within a dashboard.
On the Design page, select the components/charts you want to delete, and click Delete. Then click OK if you are sure to delete the components/charts.
Restoring a Dashboard
If your dashboard is deleted by mistake, contact our support team by clicking the
icon located at the bottom-right corner of the help center.
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