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.

   
2. Click Create New Dashboard.

   
3. Enter a name for your dashboard.

   
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.

     
5. Click Save to create and save your dashboard.

   

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.

   

Note: 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.

   
2. Click on the name of the personal dashboard you want to edit.

   
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.

Note: 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.

   
2. Select the dashboard you want to rename.

   
3. Select Rename Current Dashboard.

   
4. Enter the new name, then click Save.

   

Note: 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.

   
2. Hover over the dashboard you want to delete.

3. Click the trash can icon next to it.

   
4. Confirm the deletion by clicking Delete.

   

Note: Only personal dashboards can be deleted. Shared dashboards can only be deleted by their original creator.