Managing dashboards (concise guide)
This page explains the actions you use to manage the dashboard canvas: Arrange Charts, Reset, Save, and Download. Read this before editing a dashboard — it covers what each control does and the right sequence to avoid losing work.
Quick summary (one-liner)
- Arrange Charts → enter layout/edit mode (move & resize tiles).
- Reset → clears the canvas (returns to a blank view). Use with care.
- Save → persist layout/config changes so everyone sees them. Must be used to keep edits.
- Download → export the current view as PDF / PPT / Interactive PPT (beta).
1) Arrange Charts — how it works
When you click Arrange Charts the dashboard enters a layout mode:
- Every chart tile gets a thin blue outline and a small handle (L-shaped corner) in the lower-right.
- Resize: drag the lower-right corner to change the tile size.
- Move: click and drag the tile (anywhere on the tile header/body) to reposition it on the canvas.
- While arranging you can reposition and resize multiple tiles until the layout looks right.
Important behaviour & tips
- Layout changes are local until you click Save.
- If you are an owner, your Save will persist the new layout for everyone.
- If you are an assignee, you can rearrange and preview changes for yourself, but you cannot save global layout changes — the owner must save to make them permanent.
2) Reset — what it does (check if this only erase filters)
- Reset clears the dashboard canvas and returns it to an empty/blank view (all tiles visually vanish).
- Caution: Reset is destructive to the current canvas state and is not reversible from the UI. If you want to keep a layout, Save first before Reset.
When to use Reset
- Start a fresh design from a blank canvas.
- Remove temporary edits you don’t want to keep (but only if you haven’t saved them).
3) Save — persist your edits
- The Save button is next to the date-range / Apply controls.
- Always click Save after you: add charts, edit chart configs, resize/move tiles, or change arrangement.
- If you leave the page without saving, all edits are lost (the layout will remain the previously saved layout).
- Who can save? Dashboard owners can save global changes. Assignees may be able to edit a personal view but cannot save global changes (they can only save personal temporary views if that capability exists — check your role).
Save behaviour with past/current period
- If you add charts while viewing Current Period or Past Records, the chart definitions are synced — saving updates the dashboard regardless of the period you used to create them.
4) Download — export the dashboard
- Click Download (top-right) → choose format:
- PDF — static export of the current dashboard view (what you see).
- PPT — PowerPoint slides (static).
- Interactive PPT (Beta) — experimental export that may retain some interactivity/links (labelled Beta in the UI).
- Downloads snapshot the current view: what you have filtered and the date range you’ve applied will be reflected in the export.
- For best results, Arrange then Save and then Download so the exported layout matches the intended final layout.
Practical tips
- If you need to send a single chart only, open the chart, use the tile’s 3-dot menu → CSV (to export the data) or Edit → then capture the chart for reports.
- Use Interactive PPT for internal sharing when recipients might want clickable navigation — note it’s beta.
Quick step sequences (common tasks)
A. Reposition & publish a new layout
- Click Arrange Charts.
- Move / resize tiles with drag and the corner handle.
- Click Save (owner) to publish the new layout.
B. Try a temporary personal layout (assignee)
- Click Arrange Charts, make edits to preview.
- Do not click Save (assignee edits are not global).
- If you want to keep changes just for you, export the view (Download) before you leave.
C. Start fresh
- (Optional) Save if you want to keep current layout backup.
- Click Reset — canvas is cleared.
- Add charts / arrange / Save to create a new published layout.
D. Export for meetings
- Arrange charts and set date filters.
- Click Save to ensure layout is stable.
- Click Download → choose PDF/PPT/Interactive PPT.
Permissions & roles (short)
- Owner: create dashboards, add charts, arrange, save — changes affect everyone.
- Assignee: can edit charts to view different metrics for themselves but cannot save those layout changes globally.
- Read-only: view-only, cannot edit/arrange/save.
Short checklist before leaving the page
- Do I want these layout changes visible to everyone? → Save if yes.
- Want to start fresh and discard current layout? → Reset (careful).
- Is export needed for sharing? → Arrange → Save → Download.