Editing a Dashboard

Unifyr Support
Unifyr Support
  • Updated

You can configure and update the dashboards that you have access to, for example those in the folder My Folder. 

You can't edit the dashboards provided by your Unifyr team. To use one as a basis for your own dashboard, you will need to copy it to your personal or company folder and make your updates to the copy. Submit a request to your Unifyr team if you want to copy an existing Unifyr dashboard.

To access a dashboard for edit:

  1. Open the dashboard you want to update
  2. Go to the three dots menu and choose Edit dashboard

    admin_analytics_dashboard_edit.png

  3. The edit view of the dashboard opens, showing three options:
    • Add - Add new content
    • Filters - Add filters
    • Settings - Configure settings such as default timezone and run/refresh options for the dashboard and its reports
  4. Make changes as required, then click Save.

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