Reporting › Dashboards and Reports › Create a Custom Dashboard › Edit a Dashboard

Edit a Dashboard

You can customize dashboard pages if your user account has the 'Administer Shared Dashboards' or the 'Create a Dashboard' role right. You can add or remove data views, rearrange views, or select a different context filter for a dashboard. You can then export the new dashboard as a report.

Follow these steps:

1. Log in as a user with the required administrative role rights.
2. Use the Dashboards tab to access the dashboard that you want to edit.
3. Click the More menu, and select Edit Dashboard.

   The Edit Dashboard Layout page opens.

4. Change the following menu and dashboard options, as needed:

   Menu for Dashboard

   Is the menu where you want the dashboard to appear. The default is the menu that you used to open this dashboard page.

   Menu Item

   Is the name of the dashboard as you want it to appear in the menu.

   Dashboard Title

   Is the name that you want to appear at the top of the new dashboard.

5. Select a layout template for the dashboard from the Layout buttons.
6. Remove unwanted views from the dashboard page if desired. In the Layout pane, click:
   • Clear to remove all views from the page.
   • An [X] to remove an individual view from the page.

   Note: By default, the context is Summary. With the Summary context setting, the available views display summary data for the current group context of the dashboard. The Summary setting does not require you to select a specific group or item. Summary views dynamically update the context when you change the context of the page.

7. (Optional) Apply a group or context filter to the views. You can select a group, device, or interface by taking the following steps:
   1. Click Select Context.
   2. Select a Context Type, such as a type of managed item. Select Group to see the Groups tree.

      By default, the list is filtered to show only items and item types to which you have access. For example, if you are not monitoring any servers, the Context Type list does not include the Servers option. Select 'Show All Context Types' to see all context options.

   3. Select a specific context item or a group context.
   4. Click OK to save the new context filter.

   The views that are available to be added to the page are shown in categorized lists. The lists are filtered by the selected group or item context.

   All registered data sources are represented.

8. Click to expand the categories of views. Check the Display All Views option only if you want to see views from data sources that you have not registered.
9. Select a view, drag it to the Layout pane, and drop it where you want it to appear.

   Note: The maximum number of views per dashboard is 25.

10. (Optional) Use the editing shortcut buttons to create a copy of the view or access view settings, such as the Metric Family.

    For example, click the Copy icon to place a copy of the view just below the original view in the layout. You can then alter view settings so that two similar views display different data.

11. (Optional) Click Revert to discard your changes.

    The layout returns to the settings that you last saved. Or, if you have not customized the dashboard, it returns to the predefined settings.

12. Click Save.

    The dashboard page refreshes to reflect your changes. The changes persist across login sessions.