The dashboard list area supports a variety of operations on dashboards, including creating, favoriting, renaming, setting tags, moving, copying, granting permissions, transferring ownership, viewing access statistics, deleting, and setting as the default dashboard, among others. This document introduces the specific features of dashboard list operations.

In the dashboard list area (directory area), users can perform operations such as creating, favoriting, and granting permissions for dashboards, allowing flexible management and maintenance of dashboards.

Create a dashboard #

Click the "+" icon at the top of the dashboard directory area to choose to create a new dashboard, create a web dashboard, create a folder, or navigate to the dashboard template page.

Favorite a dashboard #

Users can favorite dashboards of particular interest and click "Show only my favorites" to view them.

1. When the user hovers the mouse over the name of a dashboard, clicking the star icon after the dashboard will add it to favorites.

2. Select "My favorites" at the top of the list area to display all favorited dashboards.

Rename a dashboard #

1. Hover the mouse over the "More" button to open the function menu, then click "Basic information".
2. In the pop-up window, modify the dashboard name to complete the renaming.

Dashboard tags #

Tags can be set for dashboards to categorize them by tag, helping users quickly obtain relevant information about dashboards.

• Set tags: Hover the mouse over the "More" button to open the function menu, then click "Basic information". In the pop-up window, click "Tags" and select the desired tags to set them.

• Manage/Create tags: In the lower right corner of the "Basic information" pop-up window accessed via "More" on the dashboard, click "Tag management" to create, delete, or modify tags.

  warning

  Only project administrators can manage tags.

Edit a dashboard #

In V2.91.0 and later versions, hover the mouse over the "More" button to display the function menu. Click "Edit" to enter the dashboard editing page. This performs the same function as the Edit button in the upper right corner of the viewing area. If another user is currently editing, the "Edit" option will be grayed out, and hovering over it will display a prompt: xxx is editing the dashboard. For detailed editing operation instructions, please refer to Dashboard Editing Overview.

Move dashboards #

The following two ways to move dashboards are supported:

• Select the dashboard and drag it directly.
• Hover the mouse over the "More" button to display the function menu. Click "Move" to modify the path of the dashboard or folder and complete the move.

Copy dashboards #

Usage scenarios:

• Each business line or country/region often needs to view the same reports, but to ensure that each party views their own data scope, it is necessary to copy them into different dashboards to meet this requirement.
• When you see a dashboard created by someone else that you also need, but with some minor modifications, you can copy it to your own dashboard and then make changes.

Feature description:
Hover the mouse over the "More" button to display the function menu. Click "Copy Dashboard". You can modify the name of the new dashboard in the pop-up window.


Related parameter configuration instructions:

Authorize dashboards #

You can authorize dashboards and add collaborators.
Click Dashboard "More" - "Authorize" to search for users or user groups and authorize the dashboard. For more information about permissions, see Detailed Explanation of Permission Features.

Transfer ownership #

Click Dashboard "More" - "Transfer Ownership" to navigate to the "Project Center" - "Authorize by Resource" page, and the "Transfer Ownership" pop-up window will appear. The user can enter a username, name, or email to search, and can also select multiple dashboards in bulk for one-time transfer. For details, see Resource Authorization.

View statistics #

Click Dashboard "More" - "View Statistics" to view the dashboard's access statistics. For details, see Access Statistics.

Set redirect #

In V2.91.0 and later versions, click "More" - "Set redirect" on the dashboard to set a redirect address for dashboards with edit permissions. Only view mode URLs will be redirected; edit mode URLs, third-party embedded URLs, and mobile access will not be redirected. When a user accesses the dashboard view page, the system will automatically redirect to the preset redirect address. If the current dashboard has been deactivated, users can be guided to the new dashboard address.

Delete a dashboard #

Hover the mouse over the "More" button on the dashboard or folder to open the function menu, then click "Delete". After confirmation, the dashboard will be deleted.

Set as the default dashboard #

To focus on a specific dashboard, set it as the default. Each time the dashboard module is opened, the system will automatically display the default dashboard.
Hover the mouse over the "More" button on the dashboard or folder to open the function menu, then click "Set as default dashboard". After confirmation, the currently selected dashboard will be set as the default dashboard. Users can cancel the default dashboard setting in the same area by clicking "Cancel set as default dashboard".