Dashboards - Edit/Copy Report Widget

Dashboard widgets can be edited or copied by users with permission to create dashboards. When editing a widget, all fields are editable. When copying a widget, all fields are copied and can be modified.

To access Dashboards, go to Reports > Dashboards.

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Dashboard - Create Grants the ability to create a dashboard of one or more graphical standard reports and/or charts that can be saved and refreshed at-will to update the results on an ongoing basis. User must also have permission for at least one of the standard reports that are designated for use in dashboards, or for a Reporting 2.0 report with chart that has been published to Dashboards. If a user does not have permission to view a report type, the user cannot add that report type to the dashboard. Reports - Dashboards

Edit Widget

To edit a widget:

  1. Click Edit from the Options drop-down on the dashboard page. This opens the dashboard in edit mode.
  2. Hover over the widget. This allows the options drop-down arrow to appear in the upper-right corner of the widget.
  3. Click Edit. This opens the standard report criteria page from which you can modify the criteria settings.
  4. Click Save in the standard report window.
  5. Click Save on the dashboard.

Copy Widget

To copy a widget:

  1. Click Copy from the Options drop-down on the dashboard page. This opens the dashboard in edit mode.
  2. Hover over the widget. This allows the options drop-down arrow to appear in the upper-right corner of the widget.
  3. Click Copy. This opens the standard report criteria page from which you can modify the report title for the widget, as well as the criteria settings for the report.
  4. Click Save in the standard report window.
  5. Click Save on the dashboard.

Note: Descriptions of the standard report criteria fields are available in each associated standard report topic in Online Help.