What's on the dashboard screen?
You can share your dashboard with other users on the system, delete the dashboard you no longer require, refresh data on the dashboard as often as you want, save the dashboard as a report template, and import or export the dashboard to a separate platform. You can also choose to set it as the default dashboard.
Select Time Period and Environments
At the top right of the screen, you can select the time period to display data from as well as Environments (All, or multi-select)
Share your Dashboard
- Click on the icon on the top right of the screen.
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Click on Share dashboard with others. The Share dashboard with others dialog
box opens.
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Select the relevant team members and/or roles.
- Click Apply.
Save as Report
- Click on the icon on the top right of the screen.
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Click on Save as a report template. The Save dashboard as a report template
dialog box opens.
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Select a Category from the drop-down list and enter a Name.
- Click Save. This report is saved in the Reports screen.
Note that not all the widgets are covered in the Report template.