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How do I customize or manage a dashboard in Videri?

Updated Oct 22, 2021

A dashboard is a collection of charts. You can customize and manage a dashboard using the Sidebar options. You can edit the dashboard, delete it, export it, apply filters, or add it as a favorite.

Open Visuals

Open Visuals

In the Navigation Menu, click the Visuals link.

Open Dashboard

Open Dashboard

In the Visuals menu, click a category link [1]. Then click a dashboard link [2].

Open Dashboard Sidebar

Open Dashboard Sidebar

To open the Dashboard Sidebar, ensure any chart on the dashboard is not selected. Then click the Tools Menu icon [1]. The sidebar displays to the right of the dashboard [2].

Note: If a chart on the dashboard is selected, the sidebar displays chart options, allowing you to customize or manage the chart.

View Dashboard Options

View Dashboard Options

To customize or manage the dashboard as a whole, you may use the following options in the sidebar:

  • Manage [1]: If you created the dashboard, you can edit or publish the dashboard.
  • Delete dashboard [2]: If you created the dashboard, you can delete it.
  • Send to [3]: You can print, email, save, or export the dashboard. You can save the dashboard as a PDF or JPG image. When you export the dashboard, each chart is saved as a separate tab within a Microsoft Excel workbook.
  • Filters [4]: You can narrow the scope of the data on all the charts in the dashboard. Learn more about applying dashboard filters.
  • Add to favorites [5]: You can add or remove the dashboard in the Visuals menu Favorites category on the Visuals page.
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