Edit a dashboard in the dashboard library

Edit an existing dashboard in the Related Dashboards page to update details such as the display name, description, or the associated dashboard itself.

Before you begin

Role required: virtual_agent_admin

About this task

You can edit an existing dashboard in the library to update its display name, description, or replace the dashboard with a different one. This allows you to swap out a dashboard without removing and re-adding it to the library. Editing a dashboard does not modify the underlying Platform Analytics dashboard content.

Procedure

1. Navigate to All > Assistant Designer > Analytics and select Related Dashboards in the left navigation.
2. Locate the dashboard you want to edit and select Edit in the Actions menu.

   Figure 1. Edit Dashboard modal

   

3. On the Edit Dashboard form, update the fields.

   Table 1. Edit Dashboard form fields

   Field	Description
   Name	Name of the dashboard in Platform Analytics. Select a different dashboard to replace the current one, or keep the existing selection. This field is required.
   Display Name	Name that appears on the dashboard card in the library. Enter a name as per your requirements.
   Description (Optional)	Description of the dashboard you want to add to the library. Enter a brief description of the dashboard with its purpose.
   Owner	Displays the owner of the selected dashboard. This field is read-only.
   Updated by	Displays the user who last updated the dashboard. This field is read-only.
   Updated on	Displays the date when the dashboard was last updated. This field is read-only.
   Pin dashboard	Select the check box to automatically pin the dashboard to the Pinned dashboards section after adding it to the library.

4. Select Save to update the changes to the dashboard.
   Changes are immediately visible to users in the dashboard library.