Customizing & Editing Dashboards
Dashboard Actions
You can perform a range of actions associated with your dashboard views. To access these actions, click the Ellipsis icon adjacent to the dashboard.
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Pinning/Unpinning a Dashboard
Configure the order in which you want to see your dashboards using the Pinning/Unpinning feature.
For example, to pin the Agency Updates dashboard, click the ellipsis icon and select the Pin View option from the options that appear.
![](../__attachments/415368889/Screenshot%202023-05-22%20at%204.31.22%20PM.png?inst-v=6e99442c-50f7-49dc-94e1-78890612c8a9)
When you visit the Dashboard page next, you will see your views arranged in the order in which you pinned them.
You can pin up to 4 dashboards and view the 5th one. To pin the 5th dashboard, you will need to unpin one of the 4 pinned dashboards.
Use the Ellipsis > Unpin View option to unpin the dashboard.
![](../__attachments/415368889/Screenshot%202023-05-22%20at%204.32.07%20PM.png?inst-v=6e99442c-50f7-49dc-94e1-78890612c8a9)
Edit Dashboard
Dashboard owners can edit a dashboard using the Ellipsis > Edit Dashboard option. Do not forget to click Save Dashboard after making your changes.
This option is not available for Regology-delivered dashboards.
![](../__attachments/415368889/Screenshot%202023-05-22%20at%203.43.11%20PM.png?inst-v=6e99442c-50f7-49dc-94e1-78890612c8a9)
Copying a Dashboard
Regology enables you to make a copy of a dashboard and update your copy. You can remove/add any widgets as required. You can also change the dashboard’s name, description, and default filters.
![](../__attachments/415368889/Screenshot%202023-05-22%20at%203.45.34%20PM.png?inst-v=6e99442c-50f7-49dc-94e1-78890612c8a9)
You can also change the position of the widgets using the arrow at the bottom-right of the individual widgets.
Deleting a Dashboard
Click Ellipsis > Delete to delete a dashboard. You can only delete dashboards that you or your team members created. Regology-delivered dashboards cannot be deleted.
![](../__attachments/415368889/Screenshot%202023-05-22%20at%203.47.47%20PM.png?inst-v=6e99442c-50f7-49dc-94e1-78890612c8a9)
Viewing all Dashboards
To see all the dashboards available to you in a single view, click the All Dashboards drop-down list and select View All.
![](../__attachments/415368889/Screenshot%202023-05-22%20at%204.33.07%20PM.png?inst-v=6e99442c-50f7-49dc-94e1-78890612c8a9)
The All Dashboards page lists out all the dashboards accessible to you along with their details. You can also edit, delete, and hide/unhide these dashboards.
![](../__attachments/415368889/Screenshot%202023-05-22%20at%204.33.58%20PM.png?inst-v=6e99442c-50f7-49dc-94e1-78890612c8a9)