Working with dashboard tabs

What's my plan?

When you create dashboards containing a lot of information, it might be beneficial to arrange this information into pages, or tabs. Use this article to find out how to create, arrange, and delete dashboard tabs.

For help creating dashboards, see Creating dashboards. For help with dashboard widgets, see Adding and arranging dashboard widgets.

This article contains the following sections:

• Creating dashboard tabs
• Duplicating dashboard tabs
• Changing the order of dashboard tabs
• Deleting dashboard tabs

Creating dashboard tabs

In Dashboard builder, you can create new tabs to help you manage and categorize the information from your reports.

To create a dashboard tab

1. With the dashboard in edit mode, click Add > Add tab.

   

   A new tab is added to the dashboard.

2. Double-click the new tab name (by default Untitled), then type a new name for the tab.

Duplicating dashboard tabs

You can duplicate an entire tab using the following procedure:

To duplicate a tab

1. With the dashboard in Edit mode and in the tab you want to duplicate, click the down arrow next to the tab name, then select Clone. Alternatively, click the Clone icon in the Tab options customization menu.

   

2. In the Clone tab menu, choose to either duplicate your tab in the current dashboard or in a different dashboard. You can also select to duplicate all your reports and datasets.

   

3. Click Clone.

You will automatically be redirected to your duplicated tab.

Changing the order of dashboard tabs

If you want to change the order in which tabs appear in your dashboard, you can move them to the left or the right.

To change the order of a dashboard tab

1. With the dashboard in Edit mode, choose the tab you want to reorder.
2. Click the down arrow in the tab title.

   

3. From the drop-down list, choose Move left or Move right.

The dashboard tab moves to the new position.

Deleting dashboard tabs

If you no longer need a dashboard tab, you can delete it. Bear in mind that all widgets you have added to the dashboard will also be deleted. If you delete a dashboard tab, it can't be restored.

To delete a dashboard tab

1. With the dashboard in Edit mode, choose the tab you want to reorder.
2. Click the down arrow in the tab title.

   

3. From the drop-down list, choose Delete.

After you confirm that you want to continue, the dashboard tab is deleted.