Saving a Quick Dashboard

You can make changes to a Visual Insight quick dashboard, then save it for easy access at a later date. Steps to save a quick dashboard are below.

Prerequisites

You must have the necessary privileges to save a quick dashboard.
You must have the Edit Dashboard, Save Dashboard, and Run Dashboard privileges.

To save a quick dashboard

Click the name of a quick dashboard to run it.
From the toolbar, select one of the following:
- To save the quick dashboard, click the Save icon . If you are working on a quick dashboard that has already been saved, a confirmation message appears. If desired, select the Do not ask me again check box to avoid showing this message in the future. Click OK to save your changes and return to the quick dashboard. If you are saving a new quick dashboard, the Save As dialog box opens. Select the appropriate options to save your quick dashboard, as described in the steps below.
- To save a copy of an existing quick dashboard using a different name, click the Save As icon . The Save As dialog box opens. Select the appropriate options to save your quick dashboard, as described in the steps below.
Do one of the following, depending on whether or not you want to create a new folder for the quick dashboard:
- To select an existing folder in which to save your quick dashboard, from the Save In drop-down list, choose Shared Reports or My Reports, then browse to the desired folder.
- To create a new folder in which to save the quick dashboard, click the Create New Folder icon . The Create Folder dialog box opens. Perform the following steps to create a new folder:
- 1. In the Folder field, type a name for the folder. You cannot create a folder in the same project that has the same name as an existing folder.
  2. In the Description field, type a description for the new folder.
  3. Click Create Folder. The new folder is created and displayed.
Type a name and description for the quick dashboard in the Name and Description fields.
Click OK to save the quick dashboard. If a quick dashboard with the same name already exists in the folder, a Confirm Overwrite message appears. Click Yes to overwrite the existing quick dashboard.