Related Articles
How to Use the Dashboard 'Clone' Feature (and Create Custom Dashboard Templates)
If you've created a dashboard that you are happy with and would like to use as a template for future reports or perhaps other clients, you can create your own template by using the Clone feature. This way you can duplicate it, as well as make a few ...
How to archive, restore or delete a dashboard
Archive There are two ways to archive your dashboard. 1. You can archive any of your active dashboards at any time by clicking on the "Archive" button on the right in the Active dashboards window. 2. You can also archive your dashboard by clicking on ...
What is Edit mode of the dashboard?
Edit mode is one of the two states of the dashboard. In the Edit mode you can add and/or remove widgets, and generally do whatever you want with your dashboard. Reporting mode is the state of the dashboard as your client sees it. You can toggle ...
How to customize my dashboard visually?
To learn how to customize your dashboards, watch this helpful video or keep on reading. You can customize your dashboards visually by clicking on the General & Style category in the right sidebar. You can customize the following elements: Company ...
What is Today tab on my Dashboard?
Because of data caching, you can only see data until yesterday on the main dashboard. Via Today Tab, however, you can see all your data for the current day. To view the Today Tab for the desired dashboard, you need to: Go to the dashboard for which ...