Edit my dashboards
Melissa Mascareno Torres avatar
Written by Melissa Mascareno Torres
Updated over a week ago

Do you want to monitor the performance of your business closely and be able to disclose your results with your stakeholders, financial partners, etc.? The custom dashboards have been designed to facilitate a clear and visual reporting. 📊

Find your dashboards by clicking on the tab"Custom Dashboards" in the blue banner. Within this tab you can customise the layout of your dashboards.

✨ Change the charts order and size

You have the option to move and adjust the size of your charts, to do so:

> Click and hold on any of your charts. You can then move this graph wherever you prefer.

> Point your mouse at the bottom right corner of a chart, by clicking and dragging down, you can expand or collapse the chart to your convenience.

✨ Edit my charts

> You can rename your graphs and change the data on them. 👍

  1. To do so, just hover your mouse over the relevant graph, click on the 3 dots at the top right of the graph and select edit chart.

  2. Click on the title of the graph at teh top and rename it.

  3. Modify the settings as needed.

  4. Save your changes and you are ready to go 🎉

> You can also delete a chart in the same way, by first clicking on the 3 small dots and then select the delete chart.

✨ Manage my dashboards

When you have multiple dashboards, you can click on Manage custome dashboards, at the top right . It will be displayed a list of your custom dashboards.

By hovering your mouse over the different dashboards you can:

> Use the pencil to change the title of your dashboard.

> Click on the bin to delete the selected dashboard.

💡 Good to know: Examples of some original and useful charts are available in other articles of this section.

💡💡 Very useful to know: You can easily share your dashboards, in Excel format, by using the export function.

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