Save Customizations of Dashboard Pages

You can save customization for use by you or by others who have author, but not a consumer, role. You can also specify whether the customization is to be the default customization for a dashboard page, for you or for others.

For example, you can save a customization of the Sales Performance dashboard. The customization enables sales managers with permission to see a customized view of the Brand Revenue analysis.

1. Open the dashboard.
2. Navigate to the page on which you want to save a customization.
3. Make your personalized settings.
4. Click Page Options and select Save Current Customization.
5. Enter a descriptive name for the customization and specify for whom the customization is to be saved.
6. Click OK.