.. _VAA-dashboard-reporter-manage-dashboards:

Manage Dashboards
-----------------

.. _SP64|New Manage Dashboards Screens. Supports better management of dashboards and folders.:
.. _SP65|Report Synchronization - New tab. Users generate scheduled reports and can add people to a receive a report.:
.. _23.1|VOSS-1135:


Overview 
.........

When logging in, users can view available dashboards via the Main Menu icon |main-menu-icon|.

Admin users can manage the tree and the list of dashboards via the **Admin** menu. To access the **Manage 
Dashboards** page, select **Admin > Manage Dashboards**

.. note:: 

   You cannot edit, move, or delete the standard, default, read-only 
   VOSS reference dashboards that ship with the system. You can only clone these dashboards 
   to create new custom dashboards. 


You can select the following tabs on this page: 

* Management
* Data Source 
* Arrangement
* Dashboard Synchronization
* Report Synchronization 




.. image:: /src/images/VAA-manage-dashboards-options.png


Management Tab
..................

This tab provides the following dashboard management options: 

* **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
  ``Copying`` will 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 after you've made any changes. 

.. image:: /src/images/VAA-manage-dashboards-voss.png


Data Source Tab
.................
  
This tab provides the following dashboard management options: 

* Drop-downs: **Data source types**, **Data sources**
* 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 after you've made any changes. 

.. image:: /src/images/VAA-manage-dashboards-Data-Source.png

Arrangement Tab 
..................

This tab provides the following dashboard management options: 

* **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.  



Dashboard Synchronization Tab
................................
  
This tab provides the following dashboard management options: 


* Actions: **Sync**, **Copy** and **Overwrite**
* Columns: 

  * Choose the relevant user to which you want to to sync selected dashboards
  * **Dashboards**: user associated dashboards are selected. Select or un-select manually.
  * **Preview**: output of selection



.. image:: /src/images/VAA-manage-dashboards-synch.png



Report Synchronization Tab
...........................

This tab allows you to sync reports (via the **Sync Reports** button), and to view 
available reports that can be synced (via the **Dashboards** column). 

Logged in users can create and share reports with other users.

Target users won't need to recreate synced scheduled reports, and they will be able to delete 
synced reports, if necessary.
   
The  **Preview** column displays the target user's reports and any synced reports.

    .. image:: /src/images/VAA-manage-dashboards-reports-synch.png


.. |main-menu-icon| image:: /src/images/analytics-main-menu-icon.png