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Dashboard Management

From within the Insights section, there are several options for managing your dashboard views and organizing dashboards effectively.

Rearranging dashboard widgets​

When viewing a dashboard you can rearrange the widgets both by adjusting their size and their positioning:

  • To move a widget: Click and drag at the top center of the widget's border and drag it to the desired location.
  • To resize a widget: Click on the lower right corner and drag the widget corner to expand or shrink the widget as desired.

Bookmarking and Favorites​

Each user can favorite their own dashboards. To favorite a dashboard, click the star button in the dashboard table row or the star button in the top of the dashboard's header.

Your favorited dashboards rise to the top of the dashboards list, so the ones you use most are always easy to find. Favorites are per user — the dashboards you favorite affect only your own list and don't change what other users see.

Deleting and duplicating dashboards​

Dashboards can be duplicated for personal or team spaces. This allows the ability to further customize an existing dashboard while leaving the original dashboard intact.

To duplicate a dashboard, select the three dots icon in the dashboard header and select Duplicate from the drop-down. Choose whether you wish to duplicate the dashboard as a Personal or Team dashboard.

You can also delete dashboards and remove them from your workspace by selecting Delete under the three dot icon menu.

You can only delete personal and team dashboards and will be unable to delete the J1 Managed Dashboards.

Exporting dashboards and widgets​

You can export entire dashboards or individual widgets from a dashboard by clicking the three dots icon in the top right of either the dashboard or individual widget window.

To export a widget or dashboard, select Export and choose the desired file format. For dashboards you can export as either PDF or Schema representations, and for widgets, depending on the type of widget you can export as either CSV or PNG.

Top Level data filters for dashboards​

When viewing a dashboard you can filter the widget data simply by applying data scope filters to the board:

  • To add a filter: Click on the Filter icon in the Header of any Insights dashboard add a Metadata field, Property, or even a tag. The filter inputs will prepopulate with the data that exists in your J1 Graph, once selected the input values will be selectable from the input value dropdown.
  • To change a filter: Click on the Filter icon and use the filter modal to update the filters you have applied.
  • To remove a filter: Remove via the filter modal. This feature is available for all J1 dashboard users, the filters are saved at the User level. Currently, this feature is not applicable for charts that are using daily trend collection.

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