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Edit a Global Dashboard

availability

This feature is only available in the MaintainX® web application for Enterprise accounts. To use it, you must have a Global Leader user role. For more information, see Global Leader.

This article explains how to edit a global dashboard.

As a Global Leader, you can edit a global dashboard on two different levels:

  • On the dashboard level by editing its name, description, and assignments.
  • On a card level by editing the card content, filters, and position.

When you edit a global dashboard and publish the changes, those changes can be shared with all your sub-organizations.

important

Only Global Leaders can edit global dashboards.

Edit a Global Dashboard on the Dashboard Level​

  1. From the sidebar, use the organization picker to open your global organization.

  2. In the Global Organization section, select your global organization, then select Reporting.

  3. Select Dashboards, then navigate to the Global Dashboards tab.

  4. Locate the global dashboard you want to edit and select it to view its details.

  5. Use the edit options to:

Edit a Global Dashboard's Name and Description​

  1. Next to the global dashboard name, select (edit). The Edit Dashboard dialog opens.

  2. In the Edit Dashboard dialog, do any of the following:

    • In the What's the title? field, edit the global dashboard's name.
    • In the Description of the Dashboard field, edit the global dashboard's description.

  3. Select Save to save your changes. The changes appear in the global dashboard only.

  4. (Optional) Select Publish Changes to share these changes with your sub-organization. For more information, see Publish a Global Dashboard Update.

Edit a Global Dashboard's Assignments​

  1. Next to the global dashboard name, select (more options).

  2. Select Manage assignments. The Manage assignments dialog opens.

  3. In the Manage assignments dialog, do any of the following:

    • Use the search bar to quickly find organizations.
    • Individually select one or several organizations.
    • Select the Select all organizations option.

  4. (Optional) If you want to automatically share the global dashboard with new organizations you create in the future, select Automatically add new organizations.

  5. Select Submit.

  6. When prompted, select Publish to share the global dashboard with the selected organizations.

Edit a Global Dashboard on a Card Level​

You can edit cards added to a global dashboard. Depending on whether the card contains a standard report or a custom report, different options are available.

  1. From the sidebar, use the organization picker to open your global organization.
  2. In the Global Organization section, select your global organization, then select Reporting.
  3. Select Dashboards, then navigate to the Global Dashboards tab.
  4. Locate the global dashboard you want to edit and select it to view its details.

Edit a Standard Report Card​

  1. Locate a standard report card, then do any of the following:

    • Select (filters), then Edit Filters to update the report's filters.

    • Select (more options), then:

      • Rename to rename the card.
      • Reorder to change the card position in the global dashboard.
      • Delete to delete the card from the global dashboard.

Edit a Custom Report Card​

On a custom report card, select (more options), then do any of the following:

  • Rename to rename the card.
  • Edit to edit the report.
  • Reorder to change the card position in the global dashboard.
  • Delete to delete the card from the global dashboard.

Publish a Global Dashboard Update​

After editing a global dashboard, publish your changes to share the update with your sub-organizations.

If You Already Shared the Global Dashboard​

Select Publish Changes. The update is automatically shared with the sub-organizations.

If You Share the Global Dashboard for the First Time​

  1. Select Publish Changes. The Manage assignments dialog appears.

  2. In the Manage assignments dialog, do any of the following:

    • Use the search bar to quickly find organizations.
    • Individually select one or several organizations.
    • Select the Select all organizations option.
    note

    To exclude a sub-organization from receiving the update, simply deselect it from the list.

  3. (Optional) If you want to automatically share the global dashboard with new organizations you create in the future, select Automatically add new organizations.

  4. Select Submit.

  5. When prompted, select Publish to share the global dashboard with the selected organizations.

tip

You can also share the update from the Global Dashboards tab. For more information, see Share a Global Dashboard.

Bulk Publish Several Global Dashboard Updates​

You can also quickly publish several global dashboard updates at the same time.

  1. From the sidebar, use the organization picker to open your global organization.

  2. In the Global Organization section, select your global organization, then select Reporting.

  3. Select Dashboards, then navigate to the Global Dashboards tab.

  4. Do any of the following:

    • Next to the Title column, select the checkbox to select all available global dashboards.
    • Select the checkbox of each global dashboard you want to publish.

    An option bar appears above the global dashboard list.

  5. In the option bar, select (Publish). The Publish dashboards dialog opens.

  6. When prompted, select Publish to share the global dashboards with the selected organizations.

The global dashboard updates are shared across your organizations.