Dashboards: How to

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:

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

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:

Change a Dashboard name

To change a Dashboard name, delete what is there and re-enter the new name that you would like.

Select SAVE:

Add new banner widgets

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

Add new columns

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

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:

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 edit controls' is enabled) to rearrange the layout of widgets or columns:

Delete individual widgets

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

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:

Delete an entire Dashboard

To delete an entire Dashboard:

Ensure Show editing controls is toggled on
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