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How-To: reorganize your dashboards

Overview

Organizing dashboards helps you and your client to efficiently find the information that they need and allows you to highlight the most important information.

Instructions

  1.  In order to reorganize your dashboards, click Dashboards on the left navigation, then click on Edit from the top-hand navigation.

  2. Grab the hamburger icon on the left-hand side of each dashboard name to drag up or down within the section. This will reorganize your dashboards from the top-hand dropdowns.

  3. Once you’re done organizing your dashboards, click the Save button to save your changes.

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