Edit a Dashboard

Edit a Dashboard

This article explains how to edit or delete a dashboard from your dashboard library.

How to Edit a Dashboard

First, login to your PARTNER CPRM account and open your ecosystem.

1. Click "Dashboards" within the navigation menu on the left side of the screen.

2. Within the library that opens, click the 'more options' icon to the right of the dashboard you want to edit.

3. Click "Edit" to open the dashboard and make your edits.

The dashboard builder saves in real-time, so you can click "Dashboards" to return to your library once you are finished creating your dashboard.



Read our article on creating dashboards for info on how to make changes and customize your appearance.

The dashboard builder saves in real-time, so you can click "Dashboards" to return to your library once you are finished creating your dashboard.

    • Related Articles

    • Share a Dashboard Online

      There are two ways to share a dashboard: using an online link or downloading a static PDFs. While an online dashboard is interactive and updates in real-time, a PDF can be viewed without internet and printed out to share in person (and serves a great ...
    • Share a Dashboard PDF

      There are two ways to share a dashboard: using an online link or downloading a static PDFs. While an online dashboard is interactive and updates in real-time, a PDF can be viewed without internet and printed out to share in person (and serves a great ...
    • Create a Dashboard

      This article explains how to create a dashboard to use for sharing your network maps, charts, data, and insights. We recommend waiting to create a dashboard until you have captured data and saved a few visualizations to add. How to Create a Dashboard ...
    • Video: How to Share a Dashboard

      Video Tutorial: Sharing Dashboards This PARTNER CPRM video tutorial walks through how to share your dashboards using an online link, pre-loaded email template, or downloaded PDF report.
    • Video: How to Create a Dashboard

      Video Tutorial: How to Create a Dashboard Learn how to create a dashboard in this PARTNER CPRM video tutorial.