Editing a Dashboard

To edit an existing dashboard using the Dashboard Wizard. You can access the Dashboard wizard in either of the following ways:

  1. In the Dashboards module select Edit from the Dashboard menu.

    OR

    In the Setup module select Dashboards from the Setup drop-down list. The Dashboards folder hierarchy is displayed.

  2. Select a dashboard from the list of available dashboards and double-click, or click "" from the toolbar. The Dashboard Wizard is displayed.

The Dashboard Wizard includes the following steps:

  • General: In the General step you can edit the dashboard Name, Description and Owner. For more information refer to Entering General Dashboard Information.
  • Editing Tabs: In the Editing Tabs step you may add new tabs to the dashboard, remove existing tabs, or create a brand-new tab. For more information refer to Adding Tabs

    Note:

    • This checkbox is disabled if the Domain field contains All Domains.
    • If another dashboard was set as the default dashboard of the specified domain, you will be prompted to override the existing default.
  • Editing Defaults: In the Editing Defaults step you can view or change the current Defaults definition. For more information refer to Defining Defaults.
  • Viewing In Folders Information: In the In Folders step you can view the home folder of the dashboard and any other linked folders, if there is any. For more information refer to Viewing and Editing In Folders Information.
  • Editing Security Permissions: In the Security step, you can add, remove, or edit security permissions. For information on refer to Security.
  • Editing Knowledge Information: In the Knowledge step you can edit existing hints and information about the dashboard. For more information refer to Entering Knowledge Information.