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Manage Custom Dashboards

Manage Custom Dashboards

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After creating Dashboards, access them through the following methods:

For more information on which user role can do what, see Access Matrix for Insights and Dashboards.

Search for a Dashboard

To view or edit an existing Dashboard, search for it using its name.

Use the following steps to search for your Dashboard:

Click the Search bar, and then enter the Dashboard name you would like to view or edit.

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Sort

Sort your Dashboards using the following options:

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By default, Dashboards marked as Favorites appear at the top unless columns are sorted.
Whatfix enables you to drag and drop the columns as required.

Filter

Filter Dashboards by applying the Created by filter.

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If you're an ECC Admin, set up a custom Dashboard as an App overview dashboard. For more information, see How to set up app overview dashboard?

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