Dashboards
To access the Dashboards log:
- Go to the project/shell tab and switch to Admin mode.
- In the left Navigator, select Setup, and then select Dashboards.
The Dashboards log enables the user to do the following:
- Create
To create a new dashboard for the user.
- Copy
To copy the existing dashboard for the user. This option is only available in the gear menu ( ).
- Delete
To delete the dashboard for the user.
- Find
Opens a filter row, corresponding to each column (filter row) so the user can search for filtered results.
The Dashboards log has the following columns:
- Name
- Description
- Last Modified by
- Last modified date
The gear menu ( ) has the following options.
- Open
To open the existing dashboard for further editing.
- Copy
To copy an existing dashboard.
- Mark as Default
This option will be seen only when no dashboard has been marked as default. If no dashboard is marked as default, then for that shell, the My Dashboard will be the default dashboard to been seen on the landing page.
- Unmark Default
This option will be seen against the dashboard which is marked as default. With this option the user will be able to unmark the dashboard as default.
- Delete
To delete a dashboard.
When the user highlights a dashboard, the following tabs are displayed on the right pane:
- Properties
- The Properties tab lists the details (Name, Description, and so on) of the selected dashboard under General Details.
- Permissions
The Permissions tab lists the users or groups that have permission set on the dashboard. The user can click the plus icon to add user permissions. After the user clicks Save, the permission is saved.
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Last Published Wednesday, July 2, 2025