Clone the Executive Dashboard

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To clone the Executive Dashboard

1. Go to Dashboards > Executive.
2. Click Actions > Clone Dashboard. The new dashboard displays in the navigation menu, below Custom Dashboards.

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To edit your cloned executive dashboard

1. In the navigation menu, click your cloned executive dashboard.
2. Click Actions > Edit Dashboard. The Edit Executive Dashboard dialog box opens.

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To change the name of your cloned executive dashboard

1. In the navigation menu, click your cloned executive dashboard.
2. Click Actions > Edit Dashboard. The Edit Executive Dashboard dialog box opens.
3. Modify the title of the dashboard.
4. Click Save.

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To change the group name of your cloned executive dashboard

1. In the navigation menu, click your cloned executive dashboard.
2. Click Actions > Edit Dashboard. The Edit Executive Dashboard dialog box opens.
3. Click the icon next to the group name you want to change.
4. Modify the group name.
5. Click icon to save the group name or the icon to cancel the change.
6. Click Save.

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To remove a group of your cloned executive dashboard

1. In the navigation menu, click your cloned executive dashboard.
2. Click Actions > Edit Dashboard. The Edit Executive Dashboard dialog box opens.
3. Click the Remove Group link next to the group name you want to remove.
4. Click Save.

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To modify the widget order of your cloned executive dashboard

1. In the navigation menu, click your cloned executive dashboard.
2. Click Actions > Edit Dashboard. The Edit Executive Dashboard dialog box opens.
3. Click the icon and drag the widget to the desired place.
4. Click Save.

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To modify the widget row height of your cloned executive dashboard

1. In the navigation menu, click your cloned executive dashboard.
2. Click Actions > Edit Dashboard. The Edit Executive Dashboard dialog box opens.
3. Click one of these icons and change the widget row height. The values are small, medium, and large.
4. Click Save.

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To delete a widget of your cloned executive dashboard

1. In the navigation menu, click your cloned executive dashboard.
2. Click Actions > Edit Dashboard. The Edit Executive Dashboard dialog box opens.
3. Click the icon next to the widget you want to delete.
4. Click Save.

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To add a widget in your cloned executive dashboard

1. In the navigation menu, click your cloned executive dashboard.
2. Click Actions > Edit Dashboard. The Edit Executive Dashboard dialog box opens.
3. Click the Add Widget link in the group where you want to add the widget.
4. Select the data you want to add to that widget.
5. Click Save.