Summary:
Learn how to edit an existing dashboard in Damstra Insights. You can adjust visuals, rich text snippets, and layout elements to keep your dashboard up to date.

Steps:

Step 1: Log into Damstra Insights with Creator access.

Step 2: Click Library from the top navigation banner or UI menu, or select the Dashboards box on the Home page.
The dashboard library opens.

Step 3: Select the dashboard you want to edit from the list.
The dashboard opens in edit mode.

Step 4: Make your changes to visuals, rich text snippets, filter snippets, or layout as needed.

Step 5: Click Save to apply your changes.

Tips:

• Only users with Creator access can edit dashboards.
• Always save your dashboard after making changes to avoid losing updates.

Related articles:

• How to save a dashboard
• How to add a local visual to a dashboard