Edit a dashboard

  1. Sign in to the Risk Dashboard.
  2. In the navigation menu, click Analytics.
  3. Click Edit dashboard.
  4. Optional: Use these tools to edit the dashboard:
    • Add a text box — Add a textbox.
    • Add a filter — Create a filter
      Tip:

      Dashboard filters allow you to change your view of all questions in the dashboard without changing the questions themselves.

    • Click behavior — Hover over a question, and then select Click behavior. By default, it sorts the column. But, you can link it to another question, dashboard, or external URL.
    • Visualization options — Hover over a question, and the select Visualization options to adjust formatting options. For example, highlight a column in a table when it meets certain conditions, show values on bar graphs, and create goal lines.
  5. Optional: To move a question or text box, click and drag the corners of a question or text box.