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Manage dashboards

Dashboard management options

You can access the management options from the three dots menu () in the upper-right corner of a dashboard:

Manage dashboard

  • Edit dashboard settings: To update all the settings specified when creating the dashboard. Not available for the Account dashboard.

  • Set as default: To set the dashboard as the default one when you go to the Dashboards section. You can also set default dashboard on your profile. A later change always overwrites the existing configuration, regardless of where you make the change.

  • Refresh all widgets: To fetch the latest billing data and update all the widgets on the dashboard. See also Refresh report data.

  • Delete dashboard: To remove the dashboard. Not available for the Account dashboard.

Customize dashboard layout

You can customize the layout of a dashboard in the following ways:

  • Move a report or widget using the Drag handle icon.

  • Remove a report or widget by selecting Remove widget from the three dots menu ().

  • Resize a report or widget by dragging its border. Note that adjusting the size of one object will affect other objects in the same row.

Customize dashboard layout