Personalize Dashboards

Knowledge managers can personalize the prebuilt dashboards to optimize the data presentation to suit your organizations' needs. You can also filter information by the available metrics, add and delete pages and objects, and change dashboard properties.

To personalize a dashboard:

1. Click Tools, Reports and Analysis and then click Browse Catalog.

   The Catalog page opens.

2. From the Folders hierarchy, expand Shared Folders, Service, Embedded Content, Knowledge Analyst, Dashboards and then select a dashboard.

3. Expand More, click Copy to copy the dashboard and then click the Paste icon in your Custom folder location.

   The dashboard is copied to your location.

4. Copy and Paste the related objects of this dashboard to the Custom folder.

   Note: You must copy the objects associated with the dashboard in order to edit it.

5. Click Edit and perform one or more of the following tasks, as needed:

   • Add and delete pages.

   • Add and remove content of the dashboard.

   • Drag and drop within a page to move content around.

   • Change the layout of a page.

6. Perform one of the following steps at any time:

   • To preview the dashboard page, click the Preview button.

   • To save your changes, click the Save button.

   • To exit the Dashboard builder and return to the Dashboard, click Run.