To edit an existing widget, click on View Dashboard of the custom dashboard widget on the Custom Dashboards home page.
The Widget window appears. Click on three dots on the right corner of the window and select Edit Dashboard
Click on the pencil icon to open the Edit Widget screen.
Click on the Edit Widget pencil icon. A new Edit Widget window appears.
Enter the new details that you want to modify for the widget and click on Edit Widget to save the changes. Click on Finish Editing Dashboard when you are done editing widgets for the custom dashboard.
Removing a Widget from Dashboard
To remove a widget from the custom dashboard, select the widget and click on “X” on the widget. A confirmation screen opens. Click on Delete to remove the widget.
Export Widget Data
To export the data in the widget, click on Export to choose export data options. Choose an action to export the widget data to an Excel or .csv or PDF file format.
Export CSV - Click to download information displayed in custom dashboard to a CSV (spreadsheet) file.
Export Excel - Click to download information displayed in custom dashboard to a excel (spreadsheet) file.
Export PDF - Click to download information displayed in custom dashboard to a PDF file.