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hsbShare | Multiple Dashboards

Multiple dashboards can be created and shared for a user defined workflows.

Creating Additional Dashboards

Navigate: Main Menu Icon My Dashboards Add Dashboard

Deleting Dashboards

First, select the dashboard you wish to delete by navigating to Main Menu Icon My Dashboards (Your Dashboard Name)

Then navigate to Dashboard Settings Icon – Scroll all the way down inside Dashboard Settings – Delete Dashboard Configuration

Creating Dashboard Templates

First, select the dashboard you wish to convert into a dashboard template by navigating to Main Menu Icon My Dashboards (Your Dashboard Name)

Then navigate to Dashboard Settings Icon Dashboard TemplatesConvert selected dashboard into a template

Applying Dashboard Templates

First, select the dashboard you wish to apply a template to by navigating to Main Menu Icon My Dashboards (Your Dashboard Name)

Then navigate to Dashboard Settings Icon Dashboard TemplatesSelect Your Template – Apply Template

Sharing Dashboard Templates

Navigate: Dashboard Settings Icon Dashboard TemplatesSelect Your Template – Share Template

Then enter user e-mail with which you want to share your template and click share template button.

Deleting Dashboard Templates

Navigate: Dashboard Settings Icon Dashboard TemplatesSelect Your Template – Delete Template

Updated on 30/09/2021

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