How to manage and modify Dashboards

Editing and modifying your dashboards means you can keep them relevant, up-to-date, and tailored to your team’s goals: whether it’s duplicating a dashboard for a specific use case, refining an existing one, or cleaning up dashboards you no longer need.

You can manage your dashboards in different ways to keep them useful and relevant:

• Rename dashboards and edit their descriptions so your team immediately understands what each dashboard contains.

• Change data sources and accounts to view the same dashboard with data from different sources. Note that you can't modify templated dashboards at this point – we're working on changing this in the future.

• Duplicate an existing dashboard to easily reuse the same structure for different accounts.

• Delete dashboards to clean up those you no longer need.

Note

You need edit access (Owner, Admin, or Editor) to create dashboards, make changes, or delete dashboards. Check the detailed permissions you need to view, edit, and delete Dashboards.

Instructions

Edit name and description of the dashboard

1. On the Supermetrics Hub, go to Dashboards under Analyze.

2. Select a dashboard to edit, or click the 3-dot menu to select the action.

   • Edit the dashboard

   • Edit the name and description

   • Duplicate the dashboard

3. Make the changes and save the changes.

4. If needed, update the edited or duplicated dashboard's name or description to better reflect its purpose.

Edit an existing Dashboard

1. On the Supermetrics Hub, go to Dashboards under Analyze.

2. Go to the edit view from either the dashboard list view or the dashboard view mode:

   1. In the list view:

      1. Click the 3-dot menu at the end of the row for your dashboard.

      2. Select Edit dashboard.

   2. In the dashboard view mode:

      1. Open a dashboard.

      2. Click Edit dashboard.

3. You can edit the dashboard:

   1. Click Data sources and accounts to add or remove data sources and accounts.

   2. Update dashboard name and description

   3. Set a default date range

4. Click Save changes.

Delete a dashboard

Note

Deleting a dashboard will remove the dashboard from all members in your Supermetrics team.

1. On the Supermetrics Hub, go to Dashboards under Analyze.

2. You can delete a dashboard either in the list view or in the dashboard view mode:

   1. From the list view:

      1. Click the 3-dot menu at the end of the row for your dashboard.

      2. Select Delete.

   2. From the dashboard view mode: click the 3-dot menu and select Delete.

3. Confirm Delete.