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The information on this page refers to License Statistics v7.0 and newer, which added the ability to have multiple dashboards and introduced dashboard management features. If you are using a version previous to v7.0, see documentation for previous versions. |
To access management options for your dashboards, click the The Dashboards button at the top of the Dashboard page opens the Manage Dashboards page..
The Manage Dashboard page opens.
You can use the Manage Dashboards page to:
- Control private/public access to dashboards
- Create and share links to dashboards
- Clone existing dashboards
- Add and remove dashboards from the Dashboard Dashboards menu
Using the Manage Dashboards page is described in the sections below.
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- Private dashboards can be seen only by your user.
- You can make your dashboards public to allow other users to see them.
- Public dashboards are viewable in read-only mode by all other License Statistics users.
- The Owner column of the Dashboards grid in the Manage Dashboards list page shows the owner of any dashboards that have been made public.
- You can change the scope only for dashboards that you own.
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A popup message will verify that the action has taken place, and the link will be automatically created and appear in the Sharing column for the dashboard (as seen for the first row in the Dashboards list grid in the illustration above).
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You can copy an existing public or private dashboard by clicking the Copy icon in the Action column. A popup message will verify that the action has taken place, and the new dashboard will be added to your Dashboards listgrid.
All copied dashboards are created as a private copy of the original dashboard, owned by the user who copied it. You can adjust the settings of your copied dashboards in the same way as any other dashboards you own. Copied dashboards are named "<original_dashboard_name> - Copy" by default. You can change the name as described below in Renaming dashboards.
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Only the owner of the dashboard is able to delete it; if the dashboard is public, the Delete icon in the Action column is inactive.
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Organizing the Dashboards menu
You can toggle visibility of individual dashboards in your Dashboard menu, so the menu contains only those dashboards you're actively using. For example, several dashboards may be public and appear in your Dashboards list. You can toggle menu visibility on for only those public dashboards you use.organize the Dashboards menu in the left navigation bar as described below.
Hiding and showing dashboards
By default, dashboards are not shown in the Dashboard menu; they are only listed in the Manage : Dashboard page's Dashboards listgrid. For example, if you clone copy a dashboard, it will appear in your Dashboards listgrid, but you will not see it in the Dashboard Dashboards menu. Likewise, if a user makes a dashboard public, other users will see the dashboard in their Manage : Dashboard Dashboards page, but will not see the dashboard in their Dashboard Dashboards menu. Public dashboards are listed in all users' Manage : Dashboard Dashboards page, but they are not viewable in the Dashboard Dashboards menu by default.
You can toggle visibility of individual dashboards in your Dashboards menu using the Add to Menu/Remove from Menu toggle in the Action column. For example, several dashboards may be public and appear in your Dashboards grid in the Manage Dashboards page. You can toggle on menu visibility for only those public dashboards you are actively using.
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Removing a dashboard only prevents that dashboard from displaying in the |
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Dashboards menu; it will not delete the dashboard. A public dashboard can be removed from the Dashboards menu by any user |
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, but can be deleted only by the dashboard owner |
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Reordering the Dashboards menu
You can click and drag dashboard items shown in the Dashboards menu to reorder them.To remove a dashboard from the Dashboard menu, click the Remove icon in the Action list.
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You can change a dashboard name at any time by clicking in on the Dashboard column for the dashboard name in the Dashboards grid and typing the new name.
- You can use any name that helps you to identify the dashboard
- Dashboard names do not need to be unique
- You can change the dashboard name only for dashboards you own
- When a dashboard owner changes the name of a public dashboard, the name will automatically update in all users' Dashboards grid in their Manage Dashboards list page (a browser refresh may be needed to see the new name)
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