My Dashboard - Custom Dashboard Name
Previously, the default dashboard name was "My Dashboard." We’ve recently implemented a feature that allows users to create multiple dashboards. To help you easily identify each one, you can now assign custom names to your dashboards.
Steps to Change the Dashboard Name
- In the left menu, navigate to My Dashboards.
- Click the gear icon in the upper-right corner
- Enter your desired dashboard name.
- Save.
Screenshots
Notes:
- Creating multiple dashboards is useful for organizing or categorizing report widgets. For example, you can create separate dashboards to focus on specific areas like Revenue, Service Calls, Invoices, Reviews, or Service Agreements. Assigning custom names to each dashboard makes it even easier to identify and manage them.
Comments
0 comments
Please sign in to leave a comment.