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Create, Edit, Clone, Delete and Export your Dashboard

Create, Edit, Clone, Delete and Export your Dashboard

Owned by Gorka Puente
Last updated: Sept 22, 2023 by Nisha Shantilal
4 min read
1 Overview | 2 Create a dashboard | 2.1 Use a template | 3 Add gadgets | 4 Edit your dashboard | 5 Clone your dashboard | 6 Delete your dashboard | 7 Export your dashboard | 8 Slideshow mode | 9 Dark mode | 10 Share your dashboard | 11 Wallboard mode | 12 See also

Overview

Create and edit dashboards is very simple, learn to organize the right metrics to transmit quick feedback to your team.

Create a dashboard

You can quickly create your own dashboard to display the information your team and you need:

  1. At the top right select the … menu

  2. Select Create Dashboard to create a blank dashboard or use one of the provided templates.

  3. Fill out the Name, Description and set the Access restriction for your dashboard.

  4. In the next screen, select whether you want to start with a blank template or select one of the provided templates.

  5. Click Create.

Use a template

If you chose one of the available templates (see Dashboard Templates: Teams and Use Cases) you’ll have several gadgets in your dashboard panel. These gadgets are selected based on the team the dashboard is intended for. Configure your gadgets (see https://roninpixels.atlassian.net/wiki/pages/resumedraft.action?draftId=87261228) or keep on adding more (see next section).

Add gadgets

To complete your dashboard panel setup with KPIs and metrics, while the edition mode, remember, click on the Edit button in the right top navigation bar, you’ll see new controls in the middle of the top navigation bar:

  1. Click on the add gadget button to open the gadgets catalog menu (see Dashboard Gadgets: KPIs and Metrics for a complete list of available gadgets).

  2. Access the set of gadgets available for each of the provided integrations (see Product and Data Integration for a complete list of available integrations), select the one you want to add to the current dashboard.

  3. Fill the configuration settings and click Add.