Overview
The new dashboard allows you to publish custom reports to it and to edit the 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. This will allow you , which would be useful if you wanted to change the attribute that the report is sorted by, adjust the column order, and more.or make any other changes.
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As long as you have access to the report source reports you will see this edit the Report Builder button above each report in the dashboardDashboard. Select Clicking this button takes you to be taken to the view tab of the report builder tool.
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the source report.
From here you can select click the Edit button to change the report itself, or the Publishing button to change the publishing settings.. 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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You will then see this page. Make sure to select .
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 and then , find the table or chart you want to edit, and select click the Edit button under the actions Actions column. This will take you to the same page that you would see if you were publishing the chart for the first time. For more information on publishing see: Publishing a Report to the Dashboard
The second option under Actions is to Delete the report from the Dashboard.
To delete a published dashboard report: click the Delete button under Actions. This will remove it from the Dashboard, but the source report will not be deleted itself.
The last option is to manage it’s publishing to the Homepage.
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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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