Manage Dashboards¶
When user log in, the dashboards available to them is displayed from the main menu 
.
This tree and list of dashboards can be managed by an administrator.
Click the Admin drop-down menu and select the Manage Dashboards option. This opens up another window with:
The Management tab¶
Three columns:
Source: a tree of all the dashboards defined in the system along with all the user accounts defined in the system. This column shows available dashboard screens.
Destination: the top level and sub folders the dashboards will be copied or moved to.
Output: shows the output of the command used, for example, if Copy was used, the heading
Copyingwill be shown, followed by the list of copied items.
Select items from Source and use Copy, Move or Delete to carry out tasks on the selection. When copying, duplicate dashboards will be cloned: the text “(clone)” will be appended to the dashboard name.
Click Save to save the dashboards.
The Data Source tab¶
Showing dropdowns Data source types, Data sources and three columns:
Dashboard: select elements from the tree to carry out the bulk update of data sources.
Widget: displays the current data sources of the selection
Changes: according to the selected values in the Data source types, Data sources, shows updates to be made to the data sources of the selected elements.
Click Save to save the dashboards.
The Arrangement tab¶
Three columns:
Source: a tree of all the dashboards defined in the system along with all the user accounts defined in the system. This column shows available dashboard screens.
To arrange, select dashboard folder. It will then show up in the List column.
List: this column will allow you to arrange the order of items, using drag-and-drop.
Changes: shows the output of the arrangement.
Click Save to save the arrangement.
The Dashboard Synchronization tab¶
Shows Sync, Copy and Overwrite buttons as well as three columns:
Users: select a user to sync selected dashboards with
Dashboards: user associated dashboards are selected. Select or un-select manually.
Preview: output of selection
Carry out the Sync, Copy and Overwrite.
The Report Synchronization tab¶
Reports created by the logged in user can be shared with any users. A scheduled report that is synced therefore does not have to be recreated by the target user. Target users can also delete synced report themselves if necessary.
Showing a Sync Reports button. The left Dashboards column shows available reports that can be synced. Use the check box to sync. The Preview column shows the target user’s reports and any synced reports
