Organize Dashboards

To locate the page for editing dashboards:

1. Click your credentials in the upper right corner.
2. Click Company Setup
3. Click Advanced in the top menu, select Dashboards

From this view, you can:

• Change dashboard name
• Organize dashboards into sections
• Change order of dashboards
• Delete a section
• View dashboard activity logs

Change dashboard name

To change the name of a section or a dashboard click the pen icon beside a section or dashboard:

Change the name and click save.

Organize dashboards into sections

1. Click Add section
2. Name the section something - this name will be visible to users having access to the Analytics
3. Drag and drop dashboards to the section you created - Users who don't have access to any of the dashboards in the section won't see the section

Change order of dashboards

To change the order of the dashboards hover the mouse of a specific dashboards you would like to move or down the list in a section and then drag it to the position you would like it to have.

Delete a section

To delete a section click the bin icon beside the section you'd like to remove.  

A section can only be deleted once no dashboards are connected to the section. 

View dashboard activity logs

To view the activity logs for a dashboard click the time icon beside a specific dashboard.