Editing a Dashboard

Select ‘Clients’ from the menu on the left hand side of the page and then 'view/edit' your chosen Client

Within each Client, the Dashboards tab lists all the Dashboards created with a Client:

 In the 'Actions' column, click the pencil icon to open the Dashboard of your choice in edit mode:

Editable options available are;

• Amend the name of the Dashboard
• Edit the Date Range of your Report / edit, add or remove comparison options
• Click and drag existing widgets to display in a format of your choice 
• Edit Dashboard widgets (Add Note / Set Goal / Delete)
• Add widgets to a Dashboard

'Save' to confirm the changes made to your Dashboard