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How to Edit, Export, or Delete Custom Dashboards

 

Description

  • Create custom views into Silverline that come from different parts of the service. 

Portal Navigation

 

Environment

  • Silverline Portal
    • Dashboards

  

Procedure

Portal Navigation

Navigate to Dashboards in Portal top-level navigation menu. Here you'll see any Custom Dashboards that your admin users have created.

  • Only admin users can create their own dashboards.
  • Any user can view these dashboards.
Custom_Dashboards.png

 

View & Edit Existing Custom Dashboards

1. Navigate to Dashboards menu in the top left of the screen.

Custom_Dashboards.png

2. Click the name of the dashboard you wish to view or edit.

3. Once the dashboard is open, edit the dashboard by clicking Edit in the upper-right.

  • Custom_Dashboards_-_Edit.png

 

Export or Delete Existing Custom Dashboards

In the same upper-right menu where you Edit Dashboards, you can also:

  • Export dashboard to PDF --> Export is saved in "My Downloads" under your name drop-down in upper-right of Portal.
  • Delete dashboard. --> Asks for confirmation to delete.

CustomDashboard_PDF-Delete.png

 

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