1. Core User Manual
  2. Dashboard Overview
  3. Dashboard Overview – Edit

47.5 Dashboard Overview – Edit

The system administrator can modify the configured dashboard using the Edit option. The administrator can edit the dashboard widgets for desktop, tablet or mobile devices by clicking the specific icons.

Note:

  1. Dashboard Overview - Edit section is common for Administrator user and business users.
  2. System Administrator will not be able to edit the factory shipped dashboards.

To edit the configured dashboard:

  1. Navigate to one of the above paths.
    The Dashboard Overview screen appears.
  2. In the Dashboard Overview - Summary screen, click the View link, against the dashboard, which you want to edit.
    The Dashboard Overview - View screen appears.
  3. Click the Edit link to modify the dashboard template.
    The Dashboard Overview screen appears in edit mode.

    OR

    Click Delete to delete the dashboard template.

    OR

    Click Cancel to cancel the transaction.

    OR

    Click Back to navigate to previous screen.

    Figure 47-10 Edit Dashboard Template


    Description of Figure 47-10 follows
    Description of "Figure 47-10 Edit Dashboard Template"


    Description of Figure 47-10 follows
    Description of "Figure 47-10 Edit Dashboard Template"

  4. Click on the desired widgets to add from the widget list if required.
  5. Click Expand icon on the upper right corner of the widget, if you want to expand the widget.
    OR

    Click compress icon on the upper right corner of the widget, if you want to compress the widget.

    OR

    Click remove icon on the upper right corner of the widget, if you want to remove the widget from the dashboard.

  6. Click Save to save the changes.
    OR

    Click Cancel to cancel the transaction.

    OR

    Click Back to navigate to the previous screen.

  7. The Review screen appears.
    Verify the details, and click Confirm.

    OR

    Click the Desktop/ Tablet/ Mobile icon to review the template in desktop, tablet or mobile mode.

    OR

    Click Edit to make the changes if any for the selected device type.

    OR

    Click Cancel to cancel the transaction.

    OR

    Click Back to navigate to the previous screen.

    OR

  8. The success message appears along with the status of transaction.
    Click OK to complete the transaction.

Parent topic: Dashboard Overview