The Export to Local Disk option exports the selected dashboard to the local disk.

• Select a dashboard using the Manage option.

• Choose the Export to Local Disk option from the More Actions context menu.

• The selected dashboard gets exported to the local disk.

Deleting a Dashboard

Users can delete a dashboard by following the steps explained over here.

• Select a dashboard using the Manage option.

• Click the Delete icon from the More Actions context menu.

• A pop-up window appears to confirm the deletion.

• Select the Remove option from the pop-up window.

• A message appears to notify the completion of the action and the selected dashboard gets removed from the list.

Restoring a Deleted Dashboard

By default, the dashboard gets moved to the Trash Workspace. The users can open the Trash Workspace and restore the dashboard to the desired workspace.

• Click the Manage option from the Designer homepage.

• Navigate to the Trash workspace created under the list of all the workspaces.

• Select a deleted dashboard that you want to restore Click the Restore icon.

• The Restore window appears.

• Select a workspace using the drop-down menu.

• Click the Restore option.

• A success message appears to assure the restoration.

• The dashboard gets restored to the selected workspace.

The Preview action option opens the selected dashboard in the preview mode.

• Navigate to a saved dashboard using the Manage option.

• Select a dashboard and click the More Actions icon.

• Choose the Preview action from the context menu.

• The selected dashboard opens in Preview mode.

The users can move the created dashboards from one workspace to another using this option. This section explains the steps to move dashboards.

• Select a dashboard using the Manage option.

• Click the Move to icon from the More Actions context menu.

• The Move to Another Workspace window appears.

• Select a Workspace from the drop-down menu.

• Click the Move option to move the selected dashboard into the desired workspace.

• A success message appears.

• The dashboard gets moved to the selected Workspace.

• Click the Manage option from the Designer Homepage Left Menu Panel.

• Select a Workspace from the list of available Workspaces.

• A list of available Dashboards inside the selected Workspace opens.

• Select a Dashboard from the list.

• Click the Action menu icon for the dashboard.

• Click the Info icon from the Action menu.

• The Dashboard Info window opens displaying the related information such as Last Updated Date and Last Updated By.

The Save as Template option has been provided under the More Actions menu for each saved dashboard. By clicking this option it will create the selected dashboard as a Card in the Templates section.

• Navigate to the saved Dashboards list using the Manage option.

• Select a Dashboard from the list.

• Click the More Actions icon for the selected dashboard.

• Click the Save as Template option from the More Actions context menu.

• The Save as Template dialog box opens.

• Provide the Template Name in the given space.

• Click the Save option.

• A notification message appears to inform the completion of the action.

• Click the Templates option provided under the Open option from the Designer homepage.

• The Dashboard Templates page opens listing all the available dashboard templates.

• The recently saved dashboard template gets listed under the Dashboard Templates page.

Previously created dashboards can be renamed using this option. This part provides steps on how to rename an existing dashboard.

• Select a dashboard using the Manage option.

• Click the Rename icon from the More Actions context menu.

• The Rename window appears.

• Enter a new name for the selected dashboard.

• Click the Rename option to save the new name.

• A success message appears.

• The selected dashboard gets renamed.