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Saving Dashboards

When you have added at least one other chart, you can save it as a dashboard. Once your dashboard is saved, you can share it with other users in your account and allow them to make edits to your dashboard or simply view it.

To save a dashboard

  1. In the dashboard canvas, select Save.
  2. In the Name field, enter a title for your dashboard.
  3. If you want to provide details about your dashboard, do this in the Description field.
  4. You can share your dashboard with others in your account by checking Share with all users in my account. Select one of the following options:
    • View Only: Other users can view, interact with, and make a copy of your dashboard.
    • View and Edit: Other users can view, interact with and make changes, and make their own copy of your dashboard.
  5. Select Save.

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