Dashboard administrators (who are internal users) can edit the Landing Experience Dashboard. Click
in the Landing Experience Preview Mode to edit the dashboard including the widgets.
Dashboard administrators can do the following:
Click the
at the top of the dashboard area to move all widgets down by one row on the dashboard, allowing for easy placement of new widgets at the top of the dashboard
Click
to delete a widget
Click
to edit a widget
Drag and resize widgets to arrange them into a view that suits the needs of external client users
Click
to make all of the changes available to the intended dashboard users which will be visible the next time they log into view the dashboard. This button also returns the dashboard administrator to Landing Experience Dashboard Maintenance in preview mode.
Click
to return the dashboard administrator to Landing Experience Dashboard Maintenance in preview mode. Note changes are not saved when this button is clicked.
Click
to delete the entire dashboard. Note, Deleting dashboard used for external users will require additional steps.
Click
to edit the Dashboard Setting such as Inactive, Name, Title, Description, Refresh Time (Hours), Enable Global Search, Enable for Internal Users, Show on Page, and Internal User Data Sensitivity
Click
Click
Things to Note
Standard out-of-the-box Dashboards delivered by Equus cannot be edited by default. However, these can be duplicated and required changes to the dashboard can be made on the new copy. A warning badge is displayed on Equus-delivered standard Dashboards.
The widgets in standard out-of-the-box Dashboards are powered by Equus-delivered User Reports and User Report Types, which are locked and uneditable by default. Similarly, if any changes are needed, these can be duplicated.
Users are only able to inactivate Equus-delivered dashboards. All other functionalities are disabled.