Managing dashboards in a module

Adding dashboards to the module

Use this procedure to add dashboards to a module. You can either link existing published dashboards or create a new one and group it under the required module for better organization and management.

Note: A dashboard must be linked to a module before it can be published to different levels.

You have two options:

• Add an existing dashboard to the module.
• Create a new dashboard and then add it to the module.
  For steps to create a new dashboard, refer to the Creating a Dashboard article.

To add dashboards to a module:

1. From the left navigation bar, click Dashboards under Dashboards & Reports.
   This displays the list of dashboards available at your current account level—Domain, Organization, or Tenant.
2. Click the Modules view to switch to the modules cards page.
3. Hover over the module card in which you want to create a category to view the kebab menu. 
4. Select Add Dashboard(s). This opens the Add dashboards to Module side sheet.
5. Select the check boxes corresponding to the dashboard names that you want to add to the module. You can add one or more dashboards to the module. 
6. Click Done to add the dashboards to the module. 

Cloning a dashboard

A dashboard can be cloned whether it is published from a parent account to a child account or created at the same level. However, if a dashboard is published from a parent account, it cannot be edited directly in the child account. To make changes, it must first be cloned, after which it can be modified as needed.

To Clone a Dashboard:

1. From the left navigation bar, click Dashboards under Dashboards & Reports.
   This displays the list of dashboards available at your current account level—Domain, Organization, or Tenant.
2. Click the Modules view to switch to the modules cards page.
3. Click the module card containing the dashboard you want to clone. This opens the module's list view.
4. Hover over the dashboard name to display the kebab menu (⋮), and select Clone Dashboard. This opens the Clone Dashboard side sheet.
5. Provide the following details:
   • Dashboard Name: Enter a name for the new dashboard.
     • If the dashboard is published from the parent account, you can reuse the same name.
     • However, you cannot use the same name if a dashboard with that name already exists at the same level.
   • Description: Enter a brief description of the dashboard.
   • Hierarchy: Select the account level where the dashboard should be cloned. You can choose to clone the dashboard at the same or a different level.
   • Module & Category: Select a module and category from the list of those created at the current account level. Dashboards cannot be cloned into modules or categories published from the parent account.
6. Click Done to complete the cloning process.

Removing a dashboard from one or multiple modules

Use this procedure to remove or delink a dashboard from a module. Before proceeding, ensure that the dashboard is linked to at least one other module.

1. From the left navigation bar, go to Dashboards under Dashboards & Reports.
   This displays the list of dashboards available at your current account level—Domain, Organization, or Tenant.

2. Click the Modules view to switch to the module cards page.

3. Select the module card that contains the dashboard you want to remove.
   This opens the module’s list view.

4. Hover over the dashboard name to display the kebab menu (⋮), then select Remove Dashboard.
   A modal opens with one of the following scenarios:

   • Dashboard linked to only one module:
     An information modal appears, guiding you to either:
     • Clone the dashboard and assign it to a different module, or
     • Delete the dashboard if it is no longer needed.
   • Dashboard linked to multiple modules:
     A confirmation modal appears prompting you to delink the dashboard from the current module. The dashboard will remain associated with the other modules.
5. Click Yes to confirm and remove the dashboard from the selected module.

Publishing Status of Dashboard(s)

There are two visual indicators displayed next to dashboards: one orange and the other purple.

• When you link a dashboard to a module or category, an orange icon appears. This indicates that the dashboard has not yet been published to any child account.
• Once the dashboard is published to one or more child accounts, the icon changes to purple, indicating that it has been published.