# Personal Dashboards

## Overview

You can create and manage custom dashboards tailored to your specific needs. These dashboards allow you to:

* Define a custom column order
* Select only the columns relevant to your use case
* Apply and save personalized filters
* Share dashboards with team members

## Create new Dashboard

To create a new dashboard:

1. Click the filter button below the search bar.

   <figure><img src="https://578966019-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT2n2w4uDCJvv7CJ5zrdk%2Fuploads%2Fgit-blob-377abebf2613469c7dac6b7b14a0630d8179208d%2Fpersonal_dashboards_1.png?alt=media" alt=""><figcaption></figcaption></figure>
2. Click **Create New Dashboard**.

   <figure><img src="https://578966019-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT2n2w4uDCJvv7CJ5zrdk%2Fuploads%2Fgit-blob-174da0c816f27c8d69ce4f1b8c0f414c65bf694e%2Fpersonal_dashboards_2.png?alt=media" alt=""><figcaption></figcaption></figure>
3. Enter a name for your dashboard.

   <figure><img src="https://578966019-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT2n2w4uDCJvv7CJ5zrdk%2Fuploads%2Fgit-blob-333eb9999c4a1d8d1f8c09069fdb69ff5147d492%2Fpersonal_dashboards_3.png?alt=media" alt=""><figcaption></figcaption></figure>
4. Set the desired visibility level. You can choose from:
   * **Visible only to me**: Only you (the currently logged-in user) can view this dashboard.
   * **Visible to all users**: All users in your organization will have view access.
   * **Share with groups and users**: Select specific users or user groups who will have view access to the dashboard.

     <figure><img src="https://578966019-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT2n2w4uDCJvv7CJ5zrdk%2Fuploads%2Fgit-blob-e4ed9384f2344f913a82f7d9a99053b350a2a447%2Fpersonal_dashboards_4.png?alt=media" alt=""><figcaption></figcaption></figure>
5. Click **Save** to create and save your dashboard.

   <figure><img src="https://578966019-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT2n2w4uDCJvv7CJ5zrdk%2Fuploads%2Fgit-blob-ebecb317043cdaf074ef2591aa1606bafb670976%2Fpersonal_dashboards_5.png?alt=media" alt=""><figcaption></figcaption></figure>

## Switch between Dashboards

To switch between dashboards:

1. Click the filter button below the search bar.
2. In the dropdown menu, select a dashboard from the list of personal or shared dashboards.

   <figure><img src="https://578966019-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT2n2w4uDCJvv7CJ5zrdk%2Fuploads%2Fgit-blob-9ad43479250acc16a511463a8da081ac4dcc0b45%2Fpersonal_dashboards_6.png?alt=media" alt=""><figcaption></figcaption></figure>

<mark style="color:red;">**Note**</mark>: You can identify whether a dashboard is personal or shared by checking the icon in front of the dashboard name.

## Editing/Deleting a Personal Dashboard

To edit your personal or shared dashboard:

1. Click the filter button below the search bar.

   <figure><img src="https://578966019-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT2n2w4uDCJvv7CJ5zrdk%2Fuploads%2Fgit-blob-377abebf2613469c7dac6b7b14a0630d8179208d%2Fpersonal_dashboards_1.png?alt=media" alt=""><figcaption></figcaption></figure>
2. Click on the name of the personal dashboard you want to edit.

   <figure><img src="https://578966019-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT2n2w4uDCJvv7CJ5zrdk%2Fuploads%2Fgit-blob-94ae4d08b14b905c1dd0da82938839c3a864fed0%2Fpersonal_dashboards_7.png?alt=media" alt=""><figcaption></figcaption></figure>
3. Make the desired changes, such as:
   * Changing the column order
   * Adjusting the visibility of columns
   * Editing filters

### **Saving Dashboard Changes**

Once you've made your changes, click the filter button below the search bar, then select **Save Dashboard Changes**.

<figure><img src="https://578966019-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT2n2w4uDCJvv7CJ5zrdk%2Fuploads%2Fgit-blob-4452a99cb6ff67f1678a5b20557a9ab466102590%2Fpersonal_dashboards_11.png?alt=media" alt=""><figcaption></figcaption></figure>

<mark style="color:red;">**Note**</mark>: Only personal dashboards can be edited. Shared dashboards can only be edited by their original creator.

### **Renaming a Dashboard**

To rename a personal or shared dashboard:

1. Click the filter button below the search bar.

   <figure><img src="https://578966019-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT2n2w4uDCJvv7CJ5zrdk%2Fuploads%2Fgit-blob-377abebf2613469c7dac6b7b14a0630d8179208d%2Fpersonal_dashboards_1.png?alt=media" alt=""><figcaption></figcaption></figure>
2. Select the dashboard you want to rename.

   <figure><img src="https://578966019-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT2n2w4uDCJvv7CJ5zrdk%2Fuploads%2Fgit-blob-94ae4d08b14b905c1dd0da82938839c3a864fed0%2Fpersonal_dashboards_7.png?alt=media" alt=""><figcaption></figcaption></figure>
3. Select **Rename Current Dashboard**.

   <figure><img src="https://578966019-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT2n2w4uDCJvv7CJ5zrdk%2Fuploads%2Fgit-blob-62db673f551dd6e3209010ae2c541cfcc6bd31a8%2Fpersonal_dashboards_8.png?alt=media" alt=""><figcaption></figcaption></figure>
4. Enter the new name, then click **Save**.

   <figure><img src="https://578966019-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT2n2w4uDCJvv7CJ5zrdk%2Fuploads%2Fgit-blob-4acab54571676ab11aef70a5b8ed7fbc9388d938%2Fpersonal_dashboards_9.png?alt=media" alt=""><figcaption></figcaption></figure>

<mark style="color:red;">**Note**</mark>: Only personal dashboards can be renamed. Shared dashboards can only be renamed by their original creator.

### Delete a Dashboard

To delete a personal dashboard:

1. Click the filter button below the search bar.

   <figure><img src="https://578966019-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT2n2w4uDCJvv7CJ5zrdk%2Fuploads%2Fgit-blob-377abebf2613469c7dac6b7b14a0630d8179208d%2Fpersonal_dashboards_1.png?alt=media" alt=""><figcaption></figcaption></figure>
2. Hover over the dashboard you want to delete.
3. Click the trash can icon next to it.

   <figure><img src="https://578966019-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT2n2w4uDCJvv7CJ5zrdk%2Fuploads%2Fgit-blob-1fab10d6ef4bae4d70217c9908d48251f37e0fd3%2Fpersonal_dashboards_12.png?alt=media" alt=""><figcaption></figcaption></figure>
4. Confirm the deletion by clicking **Delete**.

   <figure><img src="https://578966019-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT2n2w4uDCJvv7CJ5zrdk%2Fuploads%2Fgit-blob-14cca5343869e9e33e50abfb0a60d9467ffc7e07%2Fpersonal_dashboards_13.png?alt=media" alt=""><figcaption></figcaption></figure>

<mark style="color:red;">**Note**</mark>: Only personal dashboards can be deleted. Shared dashboards can only be deleted by their original creator.
