Custom Dashboard Views
You can personalize your Dashboard by adding additional dashboard views based on existing reports. A dashboard view is a personal configuration that lets you switch between report-based views and optionally apply one as your default dashboard.
Custom dashboard views are user-specific. Each user manages their own views and default dashboard, and these settings do not affect other users in the organization.
Add/remove a report as a dashboard view
You can add any existing report as an additional dashboard view, without changing the standard dashboard.
To add a report as a dashboard view:
Go to Reports.
Open the report you want to add as a dashboard view.
In the upper-right corner of the report, select the three-dots menu.
Select Add as Dashboard view.
The report is now available as an additional dashboard view. Adding a dashboard view does not change your default dashboard.
To remove a dashboard view:
Open the report.
Select the three-dots menu.
Select Remove from Dashboard.
View and switch between dashboard views
After you add one or more dashboard views, you can switch between them directly from the Dashboard page. You do not need to reopen the report itself.
To switch between dashboard views:
Go to Dashboard.
Select the arrow next to the dashboard title.
Select the dashboard view you want to see.
The selected dashboard view opens immediately. Dashboard views are not shown automatically. You must explicitly select them from the list.
Set a dashboard view as your default
You can optionally apply one of your dashboard views as your default dashboard. This replaces the standard dashboard for you only.
Setting a default dashboard does not remove the standard dashboard and does not affect other users.
To set a dashboard view as the default:
Go to Dashboard.
Open the dashboard views list.
Select the dashboard view you want to apply.
Select Apply as default.
Once applied, this dashboard view opens automatically when you go to the Dashboard page.
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