Overview
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, which would be useful if you wanted to change the attribute that the report is sorted by, adjust the column order, or make any other changes.
As long as you have access to the source reports you will see an edit button above each report in the Dashboard. Clicking this button takes to the view tab of the report builder tool.
From here you can click the Edit button to change the report itself. Changes made to the report will be reflected in the published dashboard report. For more information about editing a custom report see: Custom Reporting.
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. Make sure to select View Published Tables and Charts and then find the table or chart you want to edit and click the Edit button under the 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. 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.
