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Dashboard Management


For all dashboards within the current workspace, you can manage them through the following operations.

Batch operations

After selecting dashboards, you can perform batch deletion, export, and modify visibility range.

Note
  • Home dashboards do not support modifying the visibility range.

  • Dashboards not created by yourself do not support modifying the range to "Only visible to me" here.

Modify/Export/Delete

Click the button on the dashboard to perform the following operations:

  • Modify the dashboard name;

  • Export the dashboard as a JSON file;

  • Delete the dashboard.

Set Home Dashboard

Set the dashboard as the workspace-level "Home Dashboard". After setting, members will see the home dashboard by default when accessing the space.

Note

Only dashboards with "Public" visibility can be set as "Home Dashboard", and the visibility range cannot be modified after setting.

Filter/Search

On the left side of the dashboard, you can quickly filter and find corresponding dashboards by different categories, or quickly filter by setting tags for dashboards.

Category Description
Frequently Viewed Dashboards viewed more than 5 times by the current user in the past week.
My Favorites Dashboards favorited by the current user, click the favorite icon on the dashboard.
My Creations All dashboards created by the current user, including imported dashboards.
Only Visible to Me Non-public dashboards only visible to the creator, other members do not have viewing permissions.
Imported Projects Dashboards created by importing custom templates.

Carousel List

If you need to handle multiple related business dashboards at the same time, you can use the carousel function. After configuring related dashboards, it is convenient for one-stop business sharing.

  1. Go to the Carousel List, click Create Carousel;

  2. Enter the carousel name;

  3. Select dashboards;

  4. Set the refresh frequency;

  5. Click OK;

  6. After configuration is complete, you can view the configured dashboards in the Carousel List.

For the carousel list, you can take the following actions:

  • Click the play button, and the configured dashboards will play according to the set frequency;

  • Click the edit button to modify the carousel configuration;

  • Click delete to delete the carousel.

History Snapshots

You can view all saved dashboard snapshots of the current workspace at the History Snapshots in the upper right corner of the page.

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