Use the Dashboard Options
There are several options available to view and customize dashboards. These options are accessible from the top of the dashboard page.
Note: Depending on whether you are viewing a default or a custom dashboard, some options may not be available.
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Share Page 
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Click to share a custom dashboard with other users.
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Custom dashboards |
Settings
 > Duplicate Page |
Click this option to copy a dashboard. |
All dashboards |
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Settings > Page Settings
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Click this option to view and edit dashboard information.
Note: The dashboard data cannot be changed.
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Custom dashboards |
| Settings
> Manage Charts |
Click this option to manage the displayed charts on the dashboard. |
Custom dashboards |
| Settings
> Delete Page |
Click this option to delete the dashboard. |
Custom dashboards |
Settings
 > Edit Dashboard > Edit Layout |
Click this option to edit the layout of the dashboard. With this option, users can reposition or remove charts from their custom dashboards. |
Custom dashboards |
| Settings
> Publish Page |
Click this option to make the dashboard visible to all users with the Dashboard User role. Published dashboards cannot be edited.
Note: Only users with the Administrator role are permitted to publish dashboards.
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Custom dashboards |
| Settings
> Unpublish Page |
Click this option to make the dashboard private after it has been published.
Note: Only users with the System Administrator role are permitted to unpublish dashboards.
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Custom dashboards |
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Settings
> Export
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Click this option to export a selected set of charts from the dashboard to PDF or PPT format.
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Custom dashboards
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Add Chart
 > New Chart
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Click to add a custom chart to a dashboard.
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Custom dashboards |
| Add Chart
> Existing Chart |
Click to add an existing chart to a dashboard. |
Custom dashboards |
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List View 
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Click to view the dashboard data as a table listing.
Note: This option can be enabled or disabled when creating the dashboard.
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All dashboards |
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Dashboard View 
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Click to view the dashboard data as charts.
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All dashboards |
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Toggle Filter Panel 
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Click to toggle the filter panel.
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All dashboards |
