Organizing folders for Dashboards
Folders allow you to group your reports into categories. You can customize folders in the Rhythm module to fit your planning needs; to view the information you want to see in the correct locations. The first step to organize your dashboard is it create a folder.
Steps to create folders
- Select the module for which you need to create the folder for the dashboard.
- Select the Rhythm Tab in the uppermost panel.
- In the Folders column, select the Add New Folder button.
- In the pop-up menu, fill out a Name and enter a brief description for the new folder. Select an Icon from the drop-down menu below the description.
- Select Confirm to complete the action.
To know how to create and manage dashboards follow the link,
Steps to edit folders
- Select the Rhythm Tab in the uppermost panel.
- In the Folders column, select the pencil icon next to the folder you'd like to edit.
- In the pop-up menu, edit the Name, Description, or Icon as you see fit.
- Select Confirm to complete the action.
Steps to delete folders
- Select the Rhythm Tab in the uppermost panel.
- In the Folders column, select the trash icon next to the folder you'd like to delete.
Note
Folders can be deleted only when there is no dashboard.