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Report Builder - Dashboards
Report Builder - Dashboards
Stacey Hatch avatar
Written by Stacey Hatch
Updated over a month ago

Save As New Page

NOTE: Always use "Save As" to branch a version for yourself before making edits. This is especially important for standard reports.


Save as is very important because it protects your edits from being overwritten by our ongoing improvements.
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Since we own the original version of each dashboard, any refreshed publications will overwrite those originals with the latest version.
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Only after you have saved a dashboard as a separate duplicate version for yourself can you expect those edits to always be protected and maintained as explained in this video:

Edit Dashboard Layouts

Background Colors

Manage Pages

Change dashboard sequence and page visibility in the left navigation.

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