Edit a Dashboard

Edit a dashboard that displays BMI, KPIs, and commonly used information for business stakeholders.

Edit a Dashboard

Package Required

The Dynamic UI package must be installed to edit a dashboard in your organization.

Setting Required to Edit a Dashboard You Did Not Create

Your user account must have the Make this user a Super Admin setting selected to edit a dashboard that you did not create.

Follow these steps to edit a dashboard:

  1. Edit the following information about the dashboard as necessary:

    • In the Name setting, edit the unique name of the dashboard. This is a required field.

    • From the Screen setting, select the Display-type Screen designed with content for the dashboard. This is a required setting.

    • In the Description (optional) setting, edit a description for the dashboard.

  2. Click Save.

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