Manage Dashboard

This page provides an overview of the tools and operations available for managing dashboards, including creating, editing, and deleting them.

Managing Options for a Dashboard

Use Manage to open, share, version, move, publish, preview, rename, export, or delete dashboards that are saved in a workspace.

Permissions & prerequisites:

• You must have the right to view/manage dashboards in the chosen workspace.

• Push/Pull to VCS requires a configured Git integration and appropriate credentials.

• Publish to Portal availability depends on your organization’s Portal configuration and your role.

• Share Dashboard requires permission to grant access to users/groups.

• Users will see a list of dashboards that is automatically filtered to show only those available within the currently selected Workspace.

Access the Manage page

Navigation Path: Designer Homepage > Left Navigation Panel > Manage

1. Navigate to the Designer homepage.

2. Click Manage from the left navigation panel.

3. Select a Workspace to view all dashboards saved within it.

4. Use the action icons next to a dashboard name to manage that dashboard.

Dashboard-level actions

Action	What it does	When to use it
Push to VCS	Pushes the dashboard to the configured Git repository (version control).	Commit and back up changes; collaborate via branches/PRs.
Pull from VCS	Pulls the latest version of the dashboard from Git.	Sync your local/dashboard version with the remote branch.
Share Dashboard	Shares the dashboard with users or groups.	Grant view/edit rights to collaborators.
Open in Designer	Opens the dashboard on the Designer canvas.	Edit, bind data, change visuals, or update layout.
Publish to Portal	Publishes the dashboard to the Portal (view/consumption layer).	Make the dashboard available to business users.
More Actions	Expands a menu of additional options (see below).	Preview, export, rename, delete, or move.

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More Actions

Action	What it does	Notes
Preview	Opens the dashboard in preview mode.	Validate data bindings, filters, and layout before publishing.
Export to Local Disk	Exports the dashboard file to your computer (e.g., .bvzx).	Use for backups, migration, or sharing outside the platform.
Rename	Changes the dashboard’s display name.	Keep names consistent (e.g., Sales_APAC_Q1_2025).
Delete	Removes the dashboard from the workspace.	Typically moved to Trash; can be permanently removed from Trash.
Move To	Moves the dashboard to another workspace.	Useful for handoffs (e.g., from Dev → UAT → Prod).

Notes & tips:

• Delete removes the dashboard irreversibly, so use it mindfully to remove your dashboards.

• Prefer group-based sharing over individual users for scalable access control.

• Use Preview before publishing to catch layout or data issues early.

• For parallel work, consider Save As to branch a copy in another workspace (e.g., Dev/UAT/Prod).

• Coordinate with collaborators or use User Alert Notification guidance to avoid overwrites when multiple users edit the same dashboard.