Editing/customizing dashboards

Existing dashboards can be modified or further customized by clicking the Edit Dashboard icon (pencil icon). A dashboard cannot be modified if it has been set to read-only. If you wish to edit an existing dashboard but retain a copy of its current state, you can choose to copy the dashboard before making any changes. See the Copying dashboards section for more information.

Adding/removing gadgets

New and existing gadgets can be added to a dashboard depending on the specific tasks and workflows that the user needs. To learn more about the different types of gadgets that can be added, refer to the dashboard gadgets section.

To add an existing gadget, follow these steps:

  1. Click the Edit Dashboard icon (pencil icon).

  2. In the Gadgets section, click the Add Existing Gadget icon (+).

  3. Tick the checkbox beside the gadget(s) that you want to add.

Hint

Use the search field to enter the name of the gadget that you want to add, or use the dropdown menu to filter and view the existing gadgets according to type.

To create a new gadget, refer to the external gadgets section.

Gadgets can also be removed at any time. To do this, click the trash icon by the right hand side of the gadget that you want to delete/remove.

Editing gadget layout

The Edit Gadget Layout feature allows users to customize the arrangement and appearance of visual elements within the current dashboard. Clicking the four-arrow icon enables the Edit Gadget Layout where you can drag and drop the gadgets to rearrange their positions and resize them. Clicking the icon a second time exits the Edit Gadget Layout mode.

Additional options

When editing a dashboard, you can change the the dashboard name via the Modify/Rename section. The dashboard can also be set as default or read-only in this section. The read-only option locks the dashboard’s current configuration to prevent unintended changes, especially when it is shared among multiple users.

The Options section enables users to copy the current dashboard, create a new dashboard, or remove the current dashboard.