Using the Dashboard Options

There are several options available to view and customize dashboards. These options are accessible from the top of the dashboard page, as shown below:

Note: Depending on whether you are viewing a default or a custom dashboard, some options may not be available.

Dashboard Option	Description	Scope
Share Page	Click to share a custom dashboard with other users.	Custom dashboards
Settings > Duplicate Page	Click this option to copy a custom dashboard.	Custom dashboards
Settings > Page Settings	Click this option to view and edit dashboard information. Note: The dashboard data cannot be changed.	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 System Administrator role are permitted to publish dashboards.	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.	Custom dashboards
Settings > Export	Click this option to export a selected set of charts from the dashboard to PDF or PPT format.	Custom dashboards
Add Chart > New Chart	Click to add a custom chart to a dashboard.	Custom dashboards
Add Chart > Existing Chart	Click to add an existing chart to a dashboard.	Custom dashboards
List View	Click to view the dashboard data as a table listing. Note: This option can be enabled or disabled when creating or editing the dashboard. See also: Landing Page Toolbar	All dashboards
Dashboard View	Click to view the dashboard data as charts.	All dashboards
Toggle Filter Panel	Click to toggle the filter panel.	All dashboards