How to Edit a dashboard
As a dashboard owner in Stack, you have the flexibility to enhance your reporting by customizing your dashboards. You can change the dashboard name, update permissions, add new widgets, and modify existing ones. Here’s how you can make the most of your dashboard editing capabilities.
Step-by-Step Guide to Editing Your Dashboard
Section titled “Step-by-Step Guide to Editing Your Dashboard”Step 1: Navigate to the Dashboard
Section titled “Step 1: Navigate to the Dashboard”First, locate and open the specific dashboard you wish to edit. Remember, only dashboard owners can make edits to a dashboard.
Step 2: Access Edit Mode
Section titled “Step 2: Access Edit Mode”To start editing, click the pencil icon located in the top right corner of the dashboard. This will switch your dashboard into edit mode, allowing you to make changes.
Step 3: Modify the Dashboard Name
Section titled “Step 3: Modify the Dashboard Name”If you need to, update the dashboard name to better reflect its purpose or the data it represents.
Step 4: Add New Widgets
Section titled “Step 4: Add New Widgets”To add new custom widgets, click on the “Add Widgets” button. This feature allows you to tailor the dashboard to your specific needs. For more details on how to add custom widgets, please refer to the widget guide.
Step 5: Save Changes
Section titled “Step 5: Save Changes”After making your desired edits, ensure you click “Save Changes” to apply and finalize your modifications.
What’s Next?
Section titled “What’s Next?”- How to Create Dashboards
- Adding Widgets on the Dashboard
- How to Manage Permissions for a Dashboard
By following these steps, you can effectively customize your Stack dashboard to suit your reporting needs. Enjoy the enhanced insights and functionality that come with a personalized dashboard experience!