Dashboard Folders

VIDEO | Dashboard Folders

In Explore, you can create folders to organize the various types of dashboards you create. This can help to easily identify dashboards you may refer to on a weekly basis versus monthly basis or dashboards you create for an executive level versus a field operations level. In a later lesson, you will learn how to modify and create these additional dashboards.

Folder Creation

The following Step by Step walks through the two ways you can create a dashboard folder.

Step by Step — Create Dashboard Folders

Option 1:

  1. From the Dashboards page, click the Add Folder icon to add a folder.

    • A dialog box opens and prompts you to name the folder

  2. In the Save Folder As field, type Example Folder, and then click Save.

    • The new folder will now show on the left panel as shown below.

Option 2:

  1. Click the three Ellipses Context menu icon to the right of the new Example Folder.

    • A slide-out panel opens

  2. Click Add Folder.

  3. In the Save folder As field, type Example Folder 2, and then click Save.

    • A sub-folder has been created

      • Besides adding folders, you can edit, share, move, set as the default dashboard or delete the dashboard via this same Context menu icon.

Move Dashboards to a Folder

The following steps walk you through how to move a dashboard into a folder.

Step by Step — Move a Dashboard into a Folder

  1. From the Dashboards page, click the three-ellipses Context menu icon of the Operations dashboard.

  2. Click Move into Folder.

    • A dialog box opens with a drop-down list to select the folder for which you want to move the dashboard into

  3. Click the drop-down arrow, and then select Example Folder.

  4. Click Save.

    • The Operations dashboard will now be located within the Example folder

      You can use the same Context menu icon to remove a dashboard from a folder.