Manage reports in a dashboard

When you create the report in a dashboard or pin a report to a dashboard, you have access to different tools and options to manage the report.

1. Go to Reports.

   

2. Select the folder you where the dashboard is saved that you want to manage.

3. Select the dashboard.

4. Select the following options as needed:

   Dashboard option	Description
   Refresh	Refresh to ensure the most recent data displays in the report.
   Data Label	Displays or hides values directly on the chart and when you download an snapshot of the chart. Note To view specific values, hover over the chart.
   Edit	Opens the chart builder to edit the measures and dimensions of the report.
   Download	Downloads a snapshot of the report: If report is a chart—downloads a .png snapshot. Note If you want data to be visible in the downloaded image, select Fixed Label before you download the snapshot. If a report is a table—downloads an .xlsx file.
   Remove	Deletes the report from the dashboard. Warning There is no confirmation when you click Remove. The report will be automatically deleted from the dashboard and cannot be undone.
   Show Legend	Displays the legend directly on the chart and when you download a snapshot.
   Levels	Displays the level of data on the chart and when you download a snapshot. Only available on select report types.
   Time period	Displays data for the selected period of time. Only available on select report types.