How To Save a Custom Dashboard Layout

Preserve your dashboard customizations so your preferred layout is available the next time you access the dashboard.

1. Navigate to Program Management > Programs.
2. Click the Program Name.
3. Click the Analytics tab at the top of the program record. Select a saved dashboard from the dropdown or view the default dashboard if none exist.
4. Arrange and customize your widgets.
5. Click the (Save icon) in the icon bar. In the pop-up window, choose from the following options:
   • Save: Update the existing dashboard layout
   • Save as New Dashboard: Create a new, separately named dashboard
6. Enter a Dashboard Name (if saving as a new dashboard)
7. Click Save.

Note: You can manage and delete saved dashboards from the Analytics tab dropdown menu.