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Updated on 9/16/2019
Relyence User Guide
Managing Dashboards
Direct link to topic in this publication:

Managing Dashboards

You can edit the properties, duplicate, and delete Dashboards using either the More... function on the Sidebar menu or the Manage Analyses function on the Account menu. All users have access to the More... function which allows access to the main Dashboard functions. Access to the Manage Analyses function is controlled by permissions set by your Relyence Administrator, and provides more capabilities, such as controlling access to Dashboards. 

Editing Dashboard Properties

Editing Dashboard Properties Using More...

Click More... from the Sidebar menu under the Analyses section in the Select Dashboard menu.  

The Dashboards dialog appears.

Click the Actions list icon associated with the Dashboard you want to edit.

The Actions list options appear.


Click Edit Properties. The Dashboard Properties dialog appears.

Make the desired changes and click Save when you are done.

When you are done, click Close to close the Dashboards dialog.

Editing Dashboard Properties Using Manage Analyses

Click Manage Analyses from the Account menu.

In the Manage Analyses window, click the Dashboard you wish to edit in the left navigator pane. The Properties will appear in the right pane. Make the desired changes and click the Save button in the toolbar when you are finished.

When you are done, click Back to Dashboard in the Sidebar menu to return to your Dashboard.

Duplicating Dashboards

Duplicating Dashboards Using More...

Click More... from the Sidebar menu under the Analyses section in the Select Dashboard menu.

The Dashboards dialog appears.

Click the Actions list icon associated with the Dashboard you want to duplicate.

The Actions list options appear.

Click Duplicate. The Duplicate dialog appears.

Enter the name for your new Dashboard and click Create.

When you are done, click Close to close the Dashboards dialog.

Duplicate Dashboards Using Manage Analyses

Click Manage Analyses from the Account menu.

In the Manage Analyses window, select the Dashboard to duplicate in the left pane and click the Duplicate button in the toolbar.

The Duplicate dialog appears.

Enter the name for your new Dashboard and click Create.

When you are done, click Back to Dashboard in the Sidebar menu to return to your Dashboard.

Deleting Dashboards

Deleting Dashboards Using More...

Click More... from the Sidebar menu under the Analyses section in the Select Dashboard menu.

The Dashboards dialog appears.

Click the Actions list icon associated with the Dashboard you want to delete.

The Actions list options appear.

Click Delete. The Delete Dashboard message appears.

Click Yes if you wish to permanently delete your Dashboard.

When you are done, click Close to close the Dashboards dialog.

Deleting Dashboards Using Manage Analyses

Click Manage Analyses from the Account menu.

In the Manage Analyses window, select the Dashboard to delete in the left pane and click the Delete button in the toolbar.

The Delete Dashboard message appears.

Click Yes if you wish to permanently delete your Dashboard.

When you are done, click Back to Dashboard in the Sidebar menu to return to your Dashboard.