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  1. . Every dashboard has a drop down arrow to switch between dashboards. Click on the arrow and select the new dashboard you wish to navigate to.

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  2. The refresh button is yellow when a refresh is required to update a report with new data. It will be green when updated (as below)

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  3. The menu on each dashboard includes a copy dashboard. The copy dashboard will create an editable duplicated dashboard where you can make or test any modifications you may need.

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  4. To share a dashboard at the report level you can share a variety of ways. The share button is highlighted below.

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Note

If choosing the Share Dashboards Periodically link below from the report level go to step 3

Child pages (Children Display)
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pageShare Dashboards



A report you have copied or created with have the Delete button Visible to remove to report from your dashboards. Click to delete

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