Save a Public Dashboard

To save a Dashboard, follow the steps below:

You must possess write permission for the Dashboard or folder in order to save changes.

  1. Press the ‘Save’ button save in the toolbar or press Ctrl+S on the keyboard. This opens the ‘Save Dashboard’ dialog box.

    The ‘Save’ button save replaces an older version with the current version, retaining the same name. To save a new version of the Dashboard under a different name, press the ‘Save As’ button save as.

  2. Under the Repository tab, enter a name for the Dashboard in the ‘Name’ field.

  3. To save into a public location, choose a location outside the ‘Private Dashboard’ folder, and press OK. The Dashboard will be available to all users who have read permission for the selected location.

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    To save into a private location, select the ‘Private Dashboard’ node and press OK. The Dashboard will only be accessible to its creator.

  4. Under the Options tab, select ‘List on Portal Tree’ to make the Dashboard available to users in the User Portal.

  5. Press OK to save the Dashboard.

Dashboards and Data Worksheets are auto-saved. If you attempt to open a saved Dashboard or Data Worksheet and a newer auto-save exists, you will be prompted to use the auto-saved version. (It is not possible to browse the auto-saves.) Note that there are some events, such as network interruptions, that may prevent a valid auto-save from being created.