Overview
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A published report in the Dashboard includes a button that allows you view its source report. This gives you the ability to edit reports that have already been published
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, which would be useful if you wanted to change the attribute that the report is sorted by, adjust the column order,
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or make any other changes.
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As long as you have access to the
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source reports you will see
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the Report Builder button above each report in the
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Dashboard.
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Clicking this button takes you to
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the source report.
From here you can
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click the Edit button to change the report itself
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. Changes made to the report will be reflected in the published dashboard report. For more information about editing a custom report see: Custom Reporting
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If you want to change the publishing settings, like who the dashboard report is shared with or the published name, you can click the Publishing button, which we will look into next.
After clicking on the Publishing button, you see the small window in the image below.
To edit a published report: click View Published Tables and Charts
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, find the table or chart you want to edit, and
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click the Edit button under the
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Actions column.
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This will take you to the same page that you would see if you were publishing the chart for the first time.
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For more information on publishing see: Publishing a Report to the Dashboard
To delete a published dashboard report: click the Delete button under Actions. This will remove it from the Dashboard
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, but the source report will not be deleted itself.
To add a dashboard report to or remove a dashboard report from your Homepage: click the Add to Homepage (or Remove from Homepage) button. This will add it to or remove it from the Homepage Charts section of your Homepage. For more information on the Homepage see: Homepage
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