Skip to content

List Management

For all dashboards within the current workspace, you can manage them using the following actions.

Batch Operations

After selecting dashboards, you can perform batch actions such as delete, export, and modify visibility range.

Note
  • The home dashboard does not support modifying the visibility range.
  • Dashboards not created by yourself do not support changing the visibility to "Private" here.

Edit/Export/Delete

Click the button of a dashboard to perform the following actions:

  • Rename the dashboard;
  • Export the dashboard as a JSON file;
  • Delete the dashboard.

Set Home Dashboard

Set a dashboard as the workspace-level "Home Dashboard." After setting, members will see this dashboard by default when accessing the workspace.

Note
  • Only dashboards with "Public" visibility can be set as the home dashboard.
  • Once set, the visibility range cannot be changed.

Filter/Search

On the left side of the dashboard page, you can quickly filter and search for specific dashboards through different categories. You can also use tags for quick filtering.

Category Description
Frequently Viewed Dashboards viewed more than 5 times in the past week by the current user.
My Favorites Dashboards favorited by the current user. Click the icon on a dashboard to add it to favorites.
My Created All dashboards created by the current user, including imported ones.
Private Non-public dashboards visible only to the creator; other members have no viewing permissions.
Imported Projects Dashboards created by importing custom templates.

Carousel List

If you need to handle multiple related business dashboards simultaneously, use the carousel feature. After configuring associated dashboards, it becomes convenient to share business insights in one go.

  1. Enter Carousel List, click Create New Carousel;
  2. Enter the carousel name;
  3. Select dashboards;
  4. Set refresh frequency;
  5. Click Confirm;
  6. After configuration, you can view the set dashboards in the Carousel List.

For the carousel list, you can perform the following actions:

  • Click the play button to start playing the configured dashboards at the set frequency;
  • Click the edit button to modify the carousel configuration;
  • Click delete to remove the carousel.

History Snapshots

Click History Snapshots at the top right of the page to view all dashboard snapshots saved within the current workspace.