Edit a Dashboard

Edit a dashboard that displays BMI, KPIs, and commonly used information for business stakeholders.

Edit a Dashboard

Setting Required to Edit a Dashboard You Did Not Create

Your user account must have the Make this user a Super Admin setting selected to edit a dashboard that you did not create.

Follow these steps to edit a dashboard:

1. View all dashboards in your organization. The Dashboards tab displays:

   
2. Click the menu for the dashboard to edit.
3. Click the Edit option. The Update Configuration Dashboard screen displays.
4. Edit the following information about the dashboard as necessary:

   • In the Name setting, edit the unique name of the dashboard. This is a required field.

   • From the Screen setting, select the Display-type Screen designed with content for the dashboard. This is a required setting.

   • In the Description (optional) setting, edit a description for the dashboard.

5. Click Save.