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How Do I Change the Title or Description of a Dashboard?

Personalize your dashboards to keep organized, and aligned to your programs and clients. 

You can make these changes anytime, and update just as you export them to pdf reducing the number of versions of a dashboard you need to keep. 

Steps:

  1. Navigate to “My Dashboards.” (If you haven't saved a copy of a Preset Dashboard yet, you can learn how to do that here). 
  2. Click to open the custom dashboard you’d like to edit. 
  3. Look for the options icons at the top of your dashboard screen.
  4. Click on the “edit” icon.
  5. Enter in your new Title and Description (Optional: upload your own logo or your client's logo as an image file).
  6. Click “Update.”