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Dashboards: How to guide

If you are looking for the steps on adding, customising and configuring your overall Dashboard, this is the guide for you 🙌

How to add a new Dashboard

To add a new Dashboard, select + Add new dashboard:

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Dashboard templates

Easily add preconfigured dashboards in a couple of clicks using our dashboard templates.

For a closer look at these, please see: Dashboards: Templates

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Editing the Dashboard

Show editing controls

To edit your Dashboard, including renaming, adding widgets, adding columns and more, head to the toolbar and toggle on Show edit controls:

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Change a Dashboard name

To change a Dashboard name, delete what is there and enter the new name that you would like. Then, select SAVE:

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Add new banner widgets

To add a new banner widget, select ADD BANNER WIDGET:

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Add new columns

To add new columns, select ADD COLUMN TO START or ADD COLUMN TO END:

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Add new column widgets

To add a new widget to a column, click + ADD WIDGET at the top of the column you would like to add it to:

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Adjust the height of banner widgets

To adjust the height of banner widgets, hover over the widget's bottom edge until the resizing icon appears, then click and hold to resize:

Re-arrange the layout of your Dashboard

Use the drag and drop handles (only visible when 'Show editing controls' is enabled) to rearrange the layout of widgets or columns:

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Delete individual widgets

To delete a widget, click the rubbish bin/trash can icon of the particular widget:

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Delete entire columns

You can also delete entire columns by clicking the rubbish bin/trash can icon at the top of the column.

Please note this will also delete any widgets within the column:

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Delete an entire Dashboard

To delete an entire Dashboard:

  1. Ensure Show editing controls is toggled on
  1. Then scroll to the bottom of the page and click DELETE DASHBOARD:

Dashboard widgets

Widgets are completely customisable, allowing you to reflect the data that's important to you.

For a closer look at our available widgets and their configurations, please see: Dashboards: Widgets

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