How to Modify a Dashboard Template?
To modify an existing dashboard template:
- Go to Manage > Administration > Dashboard Manager > Dashboard Templates.
- Find the template you want to modify, then choose Configure.
- Use the dashboard interface to rearrange, edit, add, or remove content as desired.
- Once you are finished making changes, choose Return to Administration Page, then choose Publish to save and publish the new template
Once you’ve selected a dashboard template to configure, you can view and edit the current template as needed.
Select each number icon for more information about the tabs and menu items on the Dashboard.
Rearrange Dashboard Items
You can also rearrange dashboard items.
Dashboard items can be manually re-organized.
To move an item, select, drag, and drop it into a blue outlined area.
For example, you want to move the Common Actions section in the dashboard.
Drag the Common Actions section and drop it to the highlighted Drop Here section.
For an overview of editing the dashboard and dashboard templates, watch this video.