Managing Dynamic Dashboards

Overview

In Insights > Manage Dynamic Dashboards, you can create, share, rename, clone, and delete dynamic dashboards. You must have access to Manage Insights dynamic dashboards via the Insights access group set.

The dashboards page shows the following information:

• Icons on the left indicate whether the dashboard is a standard dashboard, is shared, or is unshared.
  • A Lock (“   ”) icon indicates that the dashboard is a standard dashboard.
    
    Note: The standard dashboards are currently in beta and will receive various improvements over the next few months as we continue to refine them.
  • The People (“   ”) icon indicates that the dashboard has been shared with access groups.
  • If no icon appears, this indicates that only the dashboard creator and Account Administrators have access to the dashboard.
• Name—The name of the dashboard.
• Access Groups—A list of the access groups that have access to the dashboard.
• Created by—The dashboard creator. For standard dashboards, the creator is “Kantata”.
• Actions
  • View (“   ”)—Opens the dashboard in a new tab.
  • Favorite (“   ”)—Adds the dashboard to a Favorites section in the Insights menu in the left navigation. The Favorites section appears at the top of the Insights left navigation menu, allowing you to quickly navigate to your frequently accessed dashboards.
  • Clone (“   ”)—Creates a clone of the dashboard.
  • Share (“   ”)—Opens a modal where you can select which access groups have access to the dashboard. See the How to Share a Dashboard section for more information.
  • Delete (“   ”)—Permanently deletes the dashboard.

How to Create a New Dashboard

1. In the left navigation, hover over Insights, then select Manage Dynamic Dashboards.
2. On the Dynamic Dashboards page, select Create Dashboard.
   
   The new dashboard appears at the bottom of the list.
3. Click the dashboard name to rename it.
   
   Note: The character limit is 50 characters.
4. Click outside of the field to save the name.
5. Select the View (“   ”) icon to open the dashboard and start editing it. See the Using the Dashboard Editor article for more information.

How to Rename a Dashboard

1. In the left navigation, hover over Insights, then select Manage Dynamic Dashboards.
2. On the Dynamic Dashboards page, click the name of the dashboard you want to rename and then enter a new name.
   Note: The character limit is 50 characters.
3. Click outside of the field to save the name.

How to Clone a Dashboard

One way to get more out of Insights is to clone a standard dashboard. This allows you to customize our standard dashboards to better suit your business. The standard dashboard stays the same, meaning that any changes made to the clone only impact the clone.

1. In the left navigation, hover over Insights, then select Manage Dynamic Dashboards.
2. On the Dynamic Dashboards page, select the Clone (“   ”) icon for the dashboard. The new cloned dashboard appears at the bottom of the list.
3. Click the dashboard name to rename it.
   
   Note: The character limit is 50 characters.
4. Click outside of the field to save the name.

Alternatively, you can clone a dashboard while viewing the dashboard—select the Clone button in the upper-right of the dashboard.

How to Share a Dashboard

From the Dashboards Page

When you share a dashboard from the dashboards page, you can quickly share a dashboard with multiple access groups at once.

1. In the left navigation, hover over Insights, then select Manage Dynamic Dashboards.
2. On the Dynamic Dashboards page, select the Share (“   ”) icon for the dashboard.
3. In the modal that appears, select the access groups you would like to have access to this dashboard. You can also search for access groups by name.
   
4. Click Share.

Alternatively, you can share a dashboard while viewing the dashboard—select the Share button in the upper-right of the dashboard.

From Settings > Access Groups

When you share a dashboard from Settings > Access Groups, you can quickly share multiple dashboards with one access group at once.

1. In the left navigation, hover over Settings, then select Access Groups.
2. On the Access Groups page, select the name of the access group you would like to share a dashboard with.
   
3. On the access group page, select Edit for the Insights set.
   
4. Ensure the View Insights dynamic dashboards permission is checked in the Insights Dynamic Dashboards section.
   
5. For the Shared Dashboards section, select Edit.
   
6. In the Shared Dashboards section, check the dashboards you would like this access group to have access to.
   
7. Click Save.

How to Delete a Dashboard

Deleting a dashboard is a permanent action; once a dashboard has been deleted, it cannot be restored. Make sure you don't need this dashboard before deleting. You may want to consider removing a dashboard from all Access Groups first to verify it isn’t needed.

1. In the left navigation, hover over Insights, then select Manage Dynamic Dashboards.
2. On the Dynamic Dashboards page, select the Delete (“   ”) icon for the dashboard you would like to delete.
3. Click Delete in the confirmation modal.

Alternatively, you can share a dashboard while viewing the dashboard—select the Delete button in the upper-right of the dashboard.

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