4.4. Actions

4.4.1. Export Excel

Download the complete dashboard into an excel file. The excel file will contain information from all the widgets. In excel, instead of graphical widget, system will show real values that was used to create graph.

4.4.2. Export PDF

Download the complete dashboard into a PDF file. The PDF file will also contain information from all the widgets. Unlike excel, here you’ll see the graphs as they are.

4.4.3. Refresh

Click to refresh the dashoboard and show you the latest information about your network.

4.4.4. Edit Dashboard

Click on the edit button under Actions option to edit a dashboard. A popup will display to update: Title, Security and Dashboard Category.

  • Title: Name of the dashboard.
  • Security: Make dashboard accessibility to public OR private.
  • Dashboard Category: Select any category from available drop-downs.
Edit Dashboard

Edit Dashboard

4.4.5. Delete Dashboard

Click on the Delete icon to delete the dashboard. Motadata will ask you for confirmation to prevent you from accidently deleting the dashboard.

4.4.6. Share and Un-Share Dashboard

Share your dashboard with specific users or to all the users of a departments. Click on the button under Actions menu. A popup will display to configure share settings.

share dashboard

Share Dashboard

Share Menu Options

  • Access Type:

    • Read-Only: Allow others to see the dashboard but not edit/delete it.
    • Full-Access: Allow others to take full control (view/edit/delete) the dashboard.

  • Entity Type:

    • By-User: Share dashboard to a specific user. Select the user from ‘Entities’ drop down list.
    • By-Department: Share dashboard with all the people of a department. Select the department from ‘Entities’ drop down list.

Note

Private dashboards can’t be shared.