Managing your dashboards
Tom Azernour avatar
Written by Tom Azernour
Updated this week

The collections interface allows you to consult and manage all dashboards and insights. Click on My collections, located at the lower-left corner of your screen in the menu bar.

The collections interface

By default, all dashboards and insights are listed and can be sorted to facilitate the navigation:

  1. Use the search bar to search dashboards and insights using keywords

  2. Use the Type dropdown to list either dashboards or insights.

  3. Use the last dropdown to list assets owned by yourself, shared with you, or that are linked with other assets.

The collection list shows important information about each asset:

  1. Their name and icon, which can be clicked to access a preview

  2. Their pin status: dashboards pinned to your navigation bar will have a pin icon and will show on top of the collections

  3. Their sharing status: dashboards and insights shared between multiple people have a Team icon
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Perform actions on dashboards and insights

You can perform the following actions on your assets (read here for assets that were shared with you):

  • Edit: Modify the dashboard or insight (read more here).

  • Pin & unpin: Add or remove dashboard shortcuts in your sidebar.

  • Duplicate: Make a copy of the dashboard or insight (read more here).

  • Share: Share the dashboard with members of your team (read more here).

  • Delete:

    • Permanently delete the selected dashboard(s) and optionally all insights attached to them.

    • Permanently delete the selected insight(s).

    • For list view only: checkbox to bulk delete assets at once.

Note for dashboards and insights that are shared with you:

Depending on your permissions on a shared dashboard or insight (editor or viewer), you can perform the following actions:

  • As an editor, you have read & write permissions on the dashboard and its insights (consult, modify, share, and pin the dashboard). When editing a dashboard or an insight, note that your changes will impact all users using this particular asset.

  • As a viewer, you have read-only permissions on the dashboard or insight (consult and pin to the sidebar).

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