Managing dashboards

The Manage option under the Dashboard section in the left navigation pane opens the Dashboard: Manage page.

You can use the Dashboard: Manage page to:

• Control private/public access to dashboards
• Create and share links to dashboards
• Clone existing dashboards
• Add and remove dashboards from the Dashboard menu

Using the Dashboard: Manage page is described in the sections below.

Controlling private/public access to dashboards (scope)

Dashboards can be either private (the default) or public.

• 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 list shows the owner of any dashboards that have been made public.
• You can change the scope only for dashboards that you own.

You can switch the Private/Public scope of the dashboards you own at any time. To switch the scope of a dashboard between Private and Public:

1. Click in the Scope cell of the dashboard you want to change the scope for.
   
   A confirmation message for switching the scope will appear; for example: 
   
   
   
   
2. Click Save to confirm the scope switch. 

Creating and sharing links to dashboards

You can allow individuals to view a public or private dashboard that you own by creating a shareable link to the dashboard. The link provides read-only access to the dashboard without requiring logging into License Statistics. Shareable links give you an easy way to make dashboards viewable by others, even if they are not License Statistics users. For example, you may want to share a dashboard that contains reports of interest to a team manager who does not have access to License Statistics.

You must be the owner of the dashboard to create a link to it. If the dashboard is public, the link will not be visible in other users' Dashboard: Manage page, and the Link icon in the dashboard's Action column will be inactive.

To create a shareable link to a dashboard, click the Link icon in the Action column for the dashboard row you want to create a link to. 

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 in the illustration above). 

After creating the shareable link:

• You can click the link to access the read-only dashboard
• You can copy the link to the clipboard using the icon to the right of the link under the Sharing column, giving you an easy way to provide the link to others

Cloning existing dashboards

You can clone (copy) an existing public or private dashboard by clicking the Clone icon in the Action. A popup message will verify that the action has taken place, and the new dashboard will be added to the list

All cloned dashboards are initially created as a private copy of the dashboard. Cloned dashboards are named "<original_dashboard_name> - Copy" by default. You can change the name by clicking in the Dashboard column for the copied dashboard and typing the new name.

Deleting dashboards

To delete a dashboard, click the Delete icon in the Action column for the dashboard you want to delete. A popup message will verify that the action has taken place, and the dashboard will be deleted.

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.

Showing and hiding dashboards in the Dashboard menu

You can toggle visibility of individual dashboards that display under the Dashboard menu in the left navigation bar. By default, dashboards are not shown in the Dashboard menu; they are only listed in the Manage: Dashboard page's Dashboards list. For example, if you clone a dashboard, it will appear in your Dashboards list, but you will not see it in the Dashboard menu. Likewise, if a user makes a dashboard public, other users will see the dashboard in their Manage: Dashboard page, but will not see the dashboard in their Dashboard menu.  

Public dashboards are listed in all users' Manage: Dashboard page, but they are not viewable in the Dashboard menu by default. 

Removing a dashboard only prevents that dashboard from displaying in the Dashboard menu; it will not delete the dashboard. A public dashboard can be removed from the Dashboards menu by any user (but can be deleted only by the dashboard owner).

To remove a dashboard from the Dashboard menu, click the Remove icon in the Action list. 

Renaming dashboards

You can change a dashboard name at any time by clicking in the Dashboard column for the dashboard 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 list (a browser refresh may be needed to see the new name)