Dashboard

When you use this feature, the dashboard you created will appear on the list page of the dashboard module and you will see the following information.

  • Entity - Users must assign the dashboard to their hierarchy. The level chosen for the dashboard will set its access for other users within your organization. Only users with access to the entity selected will be able to access the dashboard you are creating.

  • Name - The name of the dashboard comes under this column.

Clicking on any column title (Entity and Name) sort by that column 👍.

You can edit the dashboard by using the editing button or by clicking on the name of the dashboard.

You can generate a duplicate copy of the dashboard by clicking on the duplicate button .

You can delete the dashboard by using the delete button .

If there is a long list of dashboards, then this list is converted into the number of pages. You can go to these pages by clicking on the respective button . You can go to the next page of dashboards by clicking on the next button or can go to the previous page by clicking on the previous button . These buttons are available at the bottom right of each listing page of dashboards.

Filtering Dashboards

You can go to the search engine and search for a particular dashboard from those available in the current list. The search will apply to text in any of the following columns:

  • Entity

  • Name

Last updated

Was this helpful?