Dashboards
Learn how to set up, add to and edit a dashboard. {% endembed %}
Creating a dashboard
Click on "Dashboards" on the sidepanel
Click on "Add a new Dashboard" on the top right
Set a name and a description for your dashboard
You can now add widgets to your new dashboard by clicking into any Drivepoint report and adding a chart with configured filters through the + sign on the top left of the chart
Editing a dashboard
We created three global dashboards for all customers which you are unable to edit.
To edit your own dashboards you will need to remove the current widget and re-add it with the new filters you set:
Click on the dashboard you would like to edit
Click on "Edit" on the top right
Click on the 🗑️ icon on the widget you would like to remove
Navigate to the report you would like to add to your dashboard
Configure the filters
Click on the + icon on the chart to add it to your dashboard
Configuring the appearance of a dashboard
Click on "Edit"
Move the widget with the center icon around the page
On the bottom left, expand the size of a chart
Click on "Save"
Deleting a dashboard
Click on "Dashboards" in the sidepanel
Click on the ... next to the dashboard
Change the title or name of a dashboard or
Delete a dashboard
Questions?
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