Edit Dashboards

If see the ellipsis ... → your organization has given you the required Shared Access & Permissions to Edit a Dashboard.

Notice the five options on the Edit Menu:

Edit Dashboard → Rename Dashboards & Reports
Duplicate Dashboard → Make a copy of selected Dashboards & Reports
Share Dashboard → Share Dashboards by Users or Roles
Copy URL → Make a copy of the URL atop your
Delete Dashboards → Careful!

How to Edit Dashboards

Rename Dashboards (& Reports)

To rename a Dashboard and its affiliated Report:

Open your Dashboard → ex Issue
Click the Edit Menu ellipsis → . . .
Pick Edit Dashboard
Rename the Dashboard → ex. Event Command Center
Click ✓ Save Changes
Blink → and the new name will appear in the Navigation bar

Turn Dashboards into PDF Reports

Editing and Filtering a Dashboard can help fine-tune your PDF Reports

Learn more in Filter & Publish Reports

The copied Dashboard is independent of the original — changes to one dashboard won't affect the other, so you can duplicate a Dashboard with custom filtering and reporting for your venue's decision makers while keeping the original intact for your operations team.

Let's Duplicate a templated Issues Dashboard

To Copy a Dashboard:

Open your Issues Dashboard → then copy it by clicking Ellipsis followed by Duplicate Dashboard
Rename the new Dashboard → ex. Event Command Center
Click Create Copy

Share!
Other people will not be able to see the Duplicate Dashboard unless you:

Share the new Dashboard with them

Share any Forms that populate the Dashboard

Visit our Share Resources article to learn how its' done.

Review a 'Dashboard Duplication' Use Case

This use case is recognized by its outrageously long title: Duplicate & Convert an 'Issues' Dashboard into an 'Event Command' Center

Copy a Dashboard's URL

Snag a copy of the Dashbaord URL and send the link out to others as needed. The link is static, so any filters you set will remain the same every time the URL is launched.

Share!
If you send the link to others, they won't be able to see it unless you:

Share the Dashboard with them

Share any Forms that populate the Dashboard

Visit our on Sharing Resources article to learn how its' done.

Delete Dashboards

Sometimes you'll start a Dashboard, then decide against it. Or, you may accidentally duplicate a Dashboard.

To Delete an unwanted Dashboard:

Open the Dashboard and select the Edit icon
Select Delete Dashboard
Click Delete

Remove Widgets

To Edit the configuration of a Widget, or to remove it altogether:

Select the Edit icon → make your updates
Click Remove Widget
Confirm the deletion → by tapping Remove
Click ✓ Save Changes

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Configure Widgets!

Every Dashboard Widget must be arranged on the screen and then configured to pull its specific dataset. Since each Widget Type requires a slightly different set of configuration choices, we've moved the detailed instructions to a dedicated article — Configure Widgets — which serves as a quick reference and includes configuration examples:

Text Field Filter
Event Controller

To briefly preview, when configuring a Widget you will:

Name the Widget → Chart Title_ → ex. Status
Link the Widget to a Form's Data → ex. Issue

Delineate the Field from the Form you wish to display and segment → ex. Issue Status
Click ✓ Save Changes

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This section has moved

Visit our new Share Dashboards article

There is a lot to know, and this article covers it all!

Troubleshooting: Sierra can't see her Dashboard's data!

Dashboard and Form Resources must work together! So what can possibly go wrong?

Let's find out by highlighting Sierra, a newly promoted Access Manager for the Custodial team.

In the below image, Sierra has been promoted within the Event Center Dashboard — which will be her go-to Dashboard. Plenty of power, right?

Well, not quite. When she opens the Event Dashboard for the first time, ouch. No data.

Giving Sierra Access to Her Resources & Data

To see the Data in the Event Command Center Dashboard, she needs access to the:

Issue Form: Data Contributor Permissions
- Sierra will be entering, updating, and deleting Issue-related Records
- (Staff members gain Data Contributor permissions to the Issues Form through the Custodial Group
- Sierra doesn't have Form Access Manager permissions because the Form is designed by its owner for multiple departments
Event Form: Viewer-level permission
- Viewer-level is plenty of permission as others will be entering the Events and Event Markers