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How do I Make Changes to a Preset Dashboard?

Copy any Preset dashboard to start making it your own!

Steps:

  1. Select a Preset Dashboard (click on the dashboard tile in your Reports screen)
  2. At the top of the dashboard screen, look for options icons. 
  3. Click the “copy” icon
  4. Your copied version should automatically open. If it, doesn’t click “Home” and navigate to “My Dashboards” and select your copied report to start editing.

 

IMPORTANT NOTE: When you copy a Preset dashboard it saves the current version of the Preset only. If Actionable makes changes to the Preset, those changes will not update in your saved version.