This article describes how to perform different actions, such as edit, duplicate,export, delete and view from the dashboard home page.
To do this, click on the three dots seen on the left side of the listing page beside the dashboard name. This action displays a small pop-up in which you can see the following options:
Edit Dashboard
You can modify the dashboard details by selecting the Edit Dashboard option.
Duplicate Dashboard
You can copy the same dashboard content by selecting the Duplicate Dashboard option.
View Draft Dashboard
You can view the draft dashboard by selecting the "Draft Dashboard" option. This dashboard was previously published but has been reverted to the draft state for further modifications.
Export Dashboard
You can export dashboard content to a JSON file by selecting the Export Dashboard option.
Delete Dashboard
You can delete the dashboard by selecting the Delete Dashboard option.
Dashboard status and actions
The following table provides a quick overview of the actions you can perform in dashboards based on the dashboard status and created by:
Status | Created by | Actions | ||||
Edit | Duplicate | View Draft | Export | Delete | ||
Draft | User | ✔ | ✔ | |||
Published | User | ✔ | ✔ | ✔ | ✔ | |
Draft with unpublished changes | User | ✔ | ✔ | ✔ | ✔ | ✔ |
System | ✔ | ✔ |
Dashboard Listing Page
Once you publish the dashboard, you will be able to view the dashboard directly under the respective category, which is available on the dashboard listing page.
This dashboard listing page displays details such as the name of the dashboard, category, tags, users with whom it is shared, information about the dashboard creator, created date, and last updated time.
View Audit Log
In the dashboard, you can see the View audit log, which gives the log of actions performed by the authorized users in the dashboard.
In the audit log, you can see details such as the dashboard title, name of the creator, created time, and a list of logs that displays recent updates on the dashboard done by the creator.
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