Shared guide

Edit dashboard details in Reporting

Customize your dashboard in Reporting by managing its settings, updating the name, owner, and description, and saving these changes to enhance team communication and context.

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·9 steps·92 views·Published

Customize your dashboard in Reporting by managing its settings, updating the name, owner, and description, and saving these changes to enhance team communication and context.

Step-by-step Guide9 steps

  1. Click the Reporting option

    This will navigate you to the Reporting section, where you can access analytics related to your tasks and meetings.

    Click the Reporting option
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  2. Click the Dashboards option

    Selecting 'Dashboards' will display customized views of your key performance indicators and analytics, allowing you to monitor your business performance effectively.

    Click the Dashboards option
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  3. Click the Manage dashboards link

    Clicking 'Manage dashboards' will allow you to customize your dashboard settings, add new dashboards, or modify existing ones within the Campaign Performance section.

    Click the Manage dashboards link
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  4. Click the Actions menu

    This will display a list of options related to the dashboards, allowing you to manage or organize them effectively.

    Click the Actions menu
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  5. Click the Dashboard details option

    This action opens a detailed view of the selected dashboard, providing insights and configurations related to its performance and usage.

    Click the Dashboard details option
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  6. Click here to save changes

    This option will save all the modifications made to the dashboard details, including the name, owner, and description.

    Click here to save changes
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  7. Fill in Dashboard Description field

    Enter a brief description for your dashboard to provide context for your team. This description will help users understand the purpose and focus of the dashboard.

    Fill in Dashboard Description field
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  8. Click here to save dashboard changes

    After clicking this option, your updates to the dashboard name, owner, and description will be saved. This ensures your dashboard reflects the latest details for your team.

    Click here to save dashboard changes
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  9. Click the Save button

    Clicking 'Save' will finalize your changes to the dashboard details, including the name, owner, and description.

    Click the Save button
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