The General tab of the Properties dialog box allows you to change the name, description, icon, and refresh rate of the dashboard. The ID field in the upper-right corner is a read-only field that displays the ID number assigned to the dashboard by the system.
To change the general properties of a dashboard:
- Update the name of the dashboard in the Name field. The name should be unique and allow the dashboard to be easily distinguished from other dashboards.
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Make a dashboard public by selecting the Public dashboard option.
Note:
When a dashboard is made public, previously configured sharing settings, except for dashboard owner, are removed.
Note:When the Public dashboard option is changed, the dashboard may need to be renamed. A public dashboard can not have the same name as any other public dashboard or report. A non-public dashboard can not have the same name as any public or non-public dashboard or report. You will be prompted if you need to change the name of the dashboard to meet these requirements.
- If Public dashboard is selected, the Respect extra permissions option is enabled. Select this option to allow a public dashboard owner to assign users and User Groups the permission to share or export dashboard data.
- Update the brief description of the dashboard in the Description field. The description should briefly explain what the intended purpose of the dashboard is and what type of data a user can expect to see in it.
- Select an icon for the dashboard from the Icon drop-down list. This list is populated with the available system icons. You do not have to select an icon, but icons can help users find dashboards more easily if there are multiple dashboards available.
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Select the unit of time measurement from the drop-down select menu and enter the number of seconds, minutes, or hours between automatic refreshes of the dashboard display in the Dashboard refresh rate field. You can also use the arrows on the right side of the field to increase or decrease the value in increments of five.
Note:
Only members of User Groups with the Administrator Access privilege can set the refresh rate of a dashboard.
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If you have completed all the changes to the dashboard properties that you intend to make, click Save. The changes are saved and the Properties dialog box is closed.
If you intend to make changes to other Properties, click the corresponding tab and make those changes first before clicking Save.