Dashboard Actions Menu

You can manage dashboards from Analytics → Dashboards using the three-dot menu (⋮) available at the end of each dashboard row.

Access Dashboard Actions

1. In the left navigation menu, click Analytics → Dashboards. The Dashboards page is displayed.
2. Locate the dashboard in the list.
3. Click the three-dot menu (⋮) on the right side of the dashboard row.
   
4. Select the required action.

Available actions include:

Note:  If a dashboard is public and created by another user, only View and Clone options are available. 

View Dashboard

You can open and view the dashboard and its charts.

Steps

1. In the left navigation menu, click Analytics → Dashboards. The Dashboards page is displayed.
2. Locate the dashboard you want to clone in the Dashboards list.
3. Click the three-dot menu (⋮) at the end of the dashboard row.
4. Select View.

Result

The dashboard opens and displays all its charts and metrics.

Edit Dashboard

Allows you to modify dashboard layout, filters, and settings.

Steps

1. In the left navigation menu, click Analytics → Dashboards. The Dashboards page is displayed.
2. Locate the dashboard you want to clone in the Dashboards list.
3. Click the three-dot menu (⋮) at the end of the dashboard row.
4. Select Edit.

Result

The dashboard opens in edit mode, where users can:

• Add or modify charts
• Adjust layout
• Apply filters
• Update settings

Click Save to apply the changes.

Clone Dashboard

You can clone an existing dashboard to quickly create a new dashboard with the same charts and configuration. The Clone option creates a duplicate copy of the dashboard

The cloned dashboard includes:

• All widgets
• Layout configuration
• Visualization settings

Steps

1. In the left navigation menu, click Analytics → Dashboards. The Dashboards page is displayed.
2. Locate the dashboard you want to clone in the Dashboards list.
3. Click the three-dot menu (⋮) at the end of the dashboard row.
   
   
    
4. Select Clone from the available options. The Copy Dashboard dialog box is displayed.
   
5. Enter a new name for the cloned dashboard in the Name box.
   
6. Click SAVE.

Result

• A new dashboard is created with the same charts and layout as the original dashboard.
  
• The cloned dashboard appears in the Dashboards list and can be edited independently.
  

Example

• Original dashboard:  Yearly report
• Cloned dashboard name:  Revenue Performance Dashboard

Tip: Cloning a dashboard is useful when you want to create variations of an existing dashboard without rebuilding charts from scratch.

Rename Dashboard

You can change the name or description of a dashboard.

Steps

1. In the left navigation menu, click Analytics → Dashboards. The Dashboards page is displayed.
2. Locate the dashboard you want to clone in the Dashboards list.
3. Click the three-dot menu (⋮) at the end of the dashboard row.
4. Select Rename. The Rename Dashboard dialog box is displayed.
   
5. Enter the new Dashboard Name in the box.
6. Update the description if required. 
7. Click Save.

Result

The dashboard name is updated in the dashboard list.

Make Dashboard Public

Makes the dashboard accessible to all users in the organization.

Steps

1. In the left navigation menu, click Analytics → Dashboards. The Dashboards page is displayed.
2. Locate the dashboard you want to clone in the Dashboards list.
3. Click the three-dot menu (⋮) at the end of the dashboard row.
4. Select Make Public. A confirmation dialog appears.
   
5. Click Confirm.

Result

The dashboard becomes publicly visible and editable to users in the organization.

Share Dashboard

You can share the dashboard with specific users.

Steps

1. In the left navigation menu, click Analytics → Dashboards. The Dashboards page is displayed.
2. Locate the dashboard you want to clone in the Dashboards list.
3. Click the three-dot menu (⋮) at the end of the dashboard row.
4. Select Share.
   
   
    
5. Select the users you want to share the dashboard with from the Users list. 
6. Click SAVE.

Result

Selected users will gain access to the dashboard.

Visibility

The Visibility column indicates who can access the dashboard.

Possible values include:

Delete Dashboard

Permanently removes a dashboard.

Steps

1. In the left navigation menu, click Analytics → Dashboards. The Dashboards page is displayed.
2. Locate the dashboard you want to clone in the Dashboards list.
3. Click the three-dot menu (⋮) at the end of the dashboard row.
4. Select Delete. A confirmation dialog appears.
   
   
    
5. Click Delete to confirm.

Result

The dashboard is permanently deleted and cannot be recovered.