Working with dashboards

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Use Dashboards to organize summary information about interactions. A Dashboard provides you with the tools that enable you obtain an overall and complete impression of the business issue you are investigating. For example, you can create a dashboard with a Report widget (to give you a snapshot of metrics and key performance indicators).

The following procedures enable you to modify an existing dashboard:

Rename a dashboard

  1. Select Dashboard and the name of the dashboard you want to change.
  2. Click Change Settings.
  3. In the Title field change the name of the dashboard.
  4. Click Save.
  5. Click Hide Settings.

Change the column layout

  1. Select Dashboard and the name of the dashboard you want to change.
  2. Click Change Settings.
  3. Under Change Columns click the desired layout. The layout is applied to the dashboard.

Change the order of the tabs

  1. Select Dashboard and any dashboard to open the dashboard tabs.
  2. Place your mouse over the top corner of the tab you want to move. The mouse pointer changes to a plus.
  3. Drag the tab to its new location and release the mouse button. The tab is moved to its new location.

Delete a dashboard

  1. Select Dashboard and any dashboard name to open the dashboard tabs.
  2. Select the dashboard you want to delete.
  3. Click Change Settings.
  4. Click Delete dashboard. A confirmation message appears.
  5. Click Yes. The dashboard is deleted.