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More Dashboard Actions

Additional customization and management actions are accessible from the More Actions dropdown:

  • Set as Published: Publish the dashboard for all users. Available only if you have write access.

  • Set as Granular: Create a granular dashboard, which requires users to apply specific filters before viewing data, enhancing data privacy and relevance.

  • Set as Landing Page: Designate a dashboard as your landing page, directing you to this dashboard upon logging into Orcablue.

  • Schedule: Automate dashboard updates to ensure data is always current.

    1. Click Schedule.
    2. Set the update frequency (e.g., daily, weekly).
    3. Choose the time, start and end dates, and users who will receive update notifications.
    4. Click Save to confirm the schedule.

    [Visual: GIF showing the scheduling process]

  • Download: Export the dashboard for offline access or presentation use. Download charts as images, tables as Excel files, or raw data as CSV.

    1. Click on Download.
    2. Select the desired format (image, CSV, or Excel).
    3. Confirm the download.

  • Share: Share dashboards with colleagues or stakeholders for collaborative analysis.

    1. Click Share.
    2. Select users to share with.
    3. Click Share to confirm.

  • Email: Send the dashboard via email for one-time access.

    1. Click Email.
    2. Add recipients.
    3. Send the email. For recurring emails, use the Schedule action.

[Visual: GIF]