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Select, Add or Delete Dashboards

View a different dashboard

  1. Open the dashboard screen
  2. On the left is a vertical bar with a list of all the dashboards.  By default the dashboard at the top of the list is showing.
  3. Click on a different dashboard to open it.

Note: When you first open Proactively there will be standard dashboards in the system.  You can edit these.  Once edited, other people do not have access to your dashboard, and you can not see the changes that they have made to theirs.  Hence, over time, people will see different dashboards.

Add a dashboard

  1. Open the dashboard screen
  2. On the left is a vertical bar with a list of all the dashboards. Click on the +
  3. An empty dashboard called ‘New’ appears. 
  4. Click on the pencil and change the name of the dashboard, then press the tick to save 
  5. You will now see the name of the dashboard appear in the left bar.  You can click on it at any time.
  6.  Click the Add row button to start adding panels to your new dashboard.

Delete a dashboard

  1. Open the Dashboard screen
  2. On the left is a vertical bar with a list of all the dashboards. Click on the Edit which makes a delete signs appear
  3. Click delete for the appropriate dashboard
  4. Click done

Note: deletion can not be undone.

Updated on August 27, 2021

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