Summary

This article explains how to rename dashboards in Damstra Insights. You can update the dashboard name directly from the dashboard header or during the save process.

Details

What it is
When you create a dashboard, Damstra Insights assigns it a default name. You can rename it at any time to better reflect its purpose or content.

Why it matters
Renaming dashboards helps keep your workspace organized and makes it easier for users to identify and access the dashboards they need.

Key points

Option 1: Rename from the dashboard header

1. Go to the Dashboard Library by selecting Library from the top navigation or UI menu, or click Dashboards on the Home page.
2. Open the dashboard you want to rename.
3. Click the dashboard name at the top of the page.
4. Enter the new name.
5. Click Save to apply the change.

Option 2: Rename during the save process

1. Go to the Dashboard Library and open the dashboard you want to rename.
2. In the dashboard header, click the Save icon (Picture21.png).
3. In the Save Options dialog:
   • Enter the new name in the Name field.
   • Optionally, update the Description (max 750 characters; no leading/trailing spaces).
4. Click Save to confirm.

FAQs

Can I rename a dashboard after it’s been shared?
Yes, renaming a dashboard does not affect its shared status or permissions.

Is there a character limit for dashboard names?
There is no strict limit for the name, but descriptions are limited to 750 characters.

Can I copy a dashboard and rename the copy?
Yes, use the Copy Dashboard feature to duplicate and rename dashboards.

Related articles

• [Copying dashboards in Damstra Insights]
• [Saving and sharing dashboards]
• [Managing dashboard descriptions]