Downloading, Copying, and Deleting a Dashboard

Previous Article: Setting the Dashboard PDF Options

Users of a dashboard have the ability to take several different actions on a dashboard, outside of editing, including Downloading, Copying, and Deleting the dashboard.

Downloading a Dashboard

To download a dashboard in PDF format, click on the download button in the top right corner of the dashboard, in View Mode. Your PDF will be automatically downloaded.

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The PDF Download button

Copying a Dashboard

Dashboard editors have the ability to copy a dashboard. To do so, navigate to the ... menu in the dashboard header and select the "Copy" option in the dropdown. 

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The Copy Dashboard option

You will see a message appear in the bottom right corner of your browser when the copy is complete. Click on this message to navigate to the newly copied dashboard!

Deleting a Dashboard

Dashboard editors have the ability to delete a dashboard. To do so, navigate to the ... menu in the dashboard header and select the "Delete" option in the dropdown.

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The Delete Dashboard option

After selecting this option, a window will appear giving more information about what happens when you delete this dashboard. If you are comfortable with the information given in this window, click on the "Delete" button in the bottom right corner. If you do not want to delete the dashboard, click on the "Cancel" or "x" buttons in the window.

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The Delete Dashboard window

Next Article: Setting the Dashboard as your Homepage