Action Menu

This page explains more actions associated to a dashboard.

Use the Action menu (More Actions) to preview, export, rename, delete/restore, move, view info, and save a dashboard as a template.

Access the Action menu

1. Go to Designer → Manage.

2. Open a Workspace and locate your dashboard.

3. Click the More Actions icon next to the dashboard name.

Preview Dashboard

Open the selected dashboard in Preview mode.

Steps

1. From Manage, select your dashboard → click More Actions.

2. Click Preview.

• The dashboard opens in Preview mode.

Please Note: The user gets the Preview icon on the Designer canvas header as well.

Export to Local Disk

Export the selected dashboard to your computer (e.g., .bvzx).

Steps

1. From Manage, select your dashboard → click More Actions.

2. Click Export to Local Disk.

• The selected dashboard gets exported to the local disk.

Rename

Change the displayed name of a previously created dashboard.

Steps

1. From Manage, select your dashboard → click More Actions.

2. Click Rename.

3. In the Rename window, enter a new name.

4. Click Rename.

• A success message appears, and the selected dashboard gets renamed.

Delete (and Restore)

Delete a dashboard

1. From Manage, select your dashboard → click More Actions.

2. Click Delete.

3. In the confirmation pop-up, click Remove.

• A message appears to notify completion, and the selected dashboard gets removed from the list. By default, the dashboard gets moved to the Trash Workspace.

Restore a deleted dashboard

1. From the Designer homepage, click Manage.

2. Navigate to the Trash workspace under the list of all the workspaces.

3. Select the deleted dashboard → click Restore.

4. In the Restore window, select a Workspace and click Restore.

• A success message appears, and the dashboard gets restored to the selected workspace.

Move to (Move a Dashboard)

Move a dashboard from one workspace to another.

Steps

1. From Manage, select your dashboard → click More Actions.

2. Click Move to.

3. In Move to Another Workspace, choose a Workspace from the dropdown.

4. Click Move.

• A notification message appears, and the dashboard gets moved to the selected workspace.

Information Icon

View metadata about the dashboard.

Steps

1. From Designer Homepage → Manage.

2. Select a Workspace and then a Dashboard.

3. Click the Action menu icon for that dashboard.

4. Click the Info icon.

• The Dashboard Info window opens, displaying details such as Last Updated Date and Last Updated By.

Dashboard as Template

Save a dashboard as a template and reuse it from the Templates gallery.

Save as Template

1. Navigate to the saved dashboards list using Manage.

2. Select a dashboard → click More Actions → Save as Template.

3. In the Save as Template dialog, provide the Template Name.

4. Click Save.

• A notification message appears. The selected dashboard is created as a Card in the Templates section.

Use Templates

1. From the Designer homepage, go to Left Navigation Panel → Open → Templates.

2. The Dashboard Templates page lists all available templates, including the one you just saved.

Template actions

• Open as a dashboard

  • Opens all dragged charting components in the Designer canvas view without the inserted scripts and without the mapped data connection for that dashboard.

• Preview Template

  • Opens the template in preview mode and allows the inserted functionality together with the mapped dataset for the preview.

Quick reference: Actions in the Action menu

Action	Purpose	Where it lands
Preview	Open the dashboard in preview mode.	Preview window
Export to Local Disk	Download the dashboard file to your computer.	Local disk
Rename	Change the dashboard’s display name.	In-place update
Delete	Remove dashboard; it moves to Trash.	Trash Workspace
Move to	Move dashboard to another workspace.	Destination workspace
Info	View metadata like last updated date/by.	Dashboard Info window
Save as Template	Create a reusable template card.	Templates gallery