Data and Analytics

Manage a dashboard

Rename, copy, download, present, favorite, and delete a dashboard.

Available on Enterprise to Organization Admins and Collaborators. Read-Only users can open and download dashboards but can't manage them.

  1. Open a dashboard, then open its More menu (upper right). From here you can:
    • Rename the dashboard.

    • Make a copy to start a new dashboard.

    • Download PDF to export the whole dashboard.

    • Present to open a full-screen presentation view.

  2. Use the star icon to add the dashboard to your favorites.
  3. To delete a dashboard, go to the Dashboards list, open the row menu for the dashboard, and select Delete, then confirm.
Note:

Scheduling, sharing, and alerts for dashboards are planned and not available in this release.