Customizing & Managing Dashboards

Viewing All Dashboards

Click All Dashboards > View All to view all available dashboards and access management options, including the ability to hide a dashboard.

Pinning/Unpinning Dashboards

1. Click Ellipsis (⋮) > Pin View to pin a dashboard.

   

2. You can pin up to four dashboards. To pin a fifth, unpin an existing one.

Editing Dashboards

1. Click Ellipsis (⋮) > Edit Dashboard.

2. Modify widgets, layout, or filters.

3. Click Save Dashboard.

   • Note: Regology-delivered dashboards cannot be edited.

Deleting Dashboards

1. Click Ellipsis (⋮) > Delete.

   • Note: Only dashboards created by you or your team can be deleted.