Dashboard Actions
You can perform a range of actions associated with your dashboard views. To access these actions, click the Ellipsis icon adjacent to the dashboard.
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Pinning/Unpinning a Dashboard
Configure the order in which you want to see your dashboards using the Pinning/Unpinning feature.
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Use the Ellipsis > Unpin View option to unpin the dashboard.
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Edit Dashboard
Dashboard owners can edit a dashboard using the Ellipsis > Edit Dashboard option. Do not forget to click Save Dashboard after making your changes.
This option is not available for Regology-delivered dashboards.
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Copying a Dashboard
Regology enables you to make a copy of a dashboard and update your copy. You can remove/add any widgets as required. You can also change the dashboard’s name, description, and default filters.
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You can also change the position of the widgets using the arrow at the bottom-right of the individual widgets.
Deleting a Dashboard
Click Ellipsis > Delete to delete a dashboard. You can only delete dashboards that you or your team members created. Regology-delivered dashboards cannot be deleted.
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Viewing all Dashboards
To see all the dashboards available to you in a single view, click the All Dashboards drop-down list and select View All.
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