Working with Klip dashboards

Klip dashboards are used to organize and display Klips™. They’re the perfect way to consolidate and centralize your business data so you can learn from, monitor, and share it with others.

This article includes the following:

• Adding a new, blank dashboard
• Adding a pre-built dashboard
• Accessing dashboard details
• Editing a dashboard
• Accessing your dashboards
  • Your Dashboard Library
  • Your open dashboard list

Note: This article describes working with dashboards on your desktop. Go here to learn about interacting with dashboards on your phone.

How do I add a new, blank dashboard?

Start from scratch by adding a blank dashboard and then populating it with Klips. Each dashboard can contain up to 30 Klips.

To add a blank dashboard:

• Click the 3-dot menu beside Dashboards in the left navigation sidebar and select +New blank dashboard.
  
  Your new dashboard will instantly be added to the end of your active list of open dashboards in the left navigation sidebar as well as to your Dashboard Library.
  Note: We recommend naming dashboards as you add them. However, if you already have one or more dashboards called "New Dashboard" in your library, we will append a numeric value to the one you just added, for example, "New Dashboard 3".

To add Klips to a blank dashboard:

1. With the dashboard open, click the +Add Klip button.
2. Click My Klips, to select an existing Klip from your Klip Library, or click Klip Gallery to add a pre-built Klip, or click Build a custom Klip, to build a Klip from scratch. (Go here if you want to learn more about building custom Klips.)

How do I add a pre-built dashboard?

Looking for a quick, effective way to gather thematically-related Klips? Add a curated, pre-built dashboard from the Dashboard Gallery. After selecting a dashboard and adding it to your account, it’s fast and easy to connect it to your data.

To add a pre-built dashboard:

1. In the left navigation sidebar, click the 3-dot menu beside Dashboards and select Pre-built Dashboard Gallery.
   Note: You can also get there from your Dashboard Library by clicking Open Dashboard Gallery.
2. By default, when you open the Dashboard Gallery, all available dashboards display. To narrow down the list, click a service name or category type or enter text into the Search field.
3. Hover over a dashboard to see its description.
4. Click a dashboard to select it. Then click +Add dashboard. The dashboard is added to your Dashboard Library and to your list of active, open dashboards, which displays under Dashboards in the left navigation sidebar.
   Learn more about pre-built dashboards.

How do I see details for a dashboard?

You’ll find detailed information on each dashboard’s About this dashboard page. For example, you’ll see the dashboard’s name, description, owner, time last updated, usage, and ID. You can also perform actions, such as sharing and deleting from here. Learn more here.

To open the “About this dashboard” page:

• In the Dashboard Library, click the dashboard’s name.

OR

• In an open dashboard, click the 3-dot menu in the upper-right corner and select About.

OR

• In your list of open dashboards, click the dashboard’s name, click its 3-dot menu and select About.

How do I edit a dashboard?

The following dashboard editing options are described in this article:

• Setting a light, dark, or slate theme
• Changing a dashboard’s name and description
• Adjusting a dashboard’s layout
• Repositioning Klips on a dashboard
• Permanently deleting a dashboard

How do I set a light, dark, or slate theme?

When you choose a light or dark theme, your selection is applied to the left navigation sidebar and all of your dashboards. When you choose a slate theme, it’s only applied to the left navigation sidebar.

To set a light, dark, or slate theme:

1. With the dashboard open, click the Themes button (located at the bottom of the left navigation sidebar).
2. Select Light, Slate, or Dark.

How do I change a dashboard’s name and description?

To change a dashboard’s name and description:

• In the left navigation sidebar, click the 3-dot menu beside Dashboards and select Dashboard Library. Click the dashboard you want to edit, then, beside About this Dashboard, click Edit Properties.

To change a dashboard’s name only:

• In an open dashboard, click the 3-dot menu in the upper-right corner and select Rename… . Enter a new name for the dashboard and select whether to show or hide it. Then, click Apply.
  Note: If the dashboard name is set to “show”, you can also rename it by hovering over the name and clicking the Edit button.

OR

• Select the dashboard in your list of open dashboards, click its 3-dot menu, and click Rename... . Enter a new name for the dashboard and select whether to show or hide it. Then, click Apply.

How do I adjust a dashboard’s layout?

Templates offer predefined layout options. The Custom layout offers more flexibility, enabling you to select the number of grid columns within which to display your Klips and to adjust individual Klip height and width.

To adjust a dashboard’s layout:

• With the dashboard open, click the Layout button in the toolbar and select Custom or Template.

How do I reposition Klips on a dashboard?

To reposition Klips on a dashboard:

• With the dashboard open, reposition its Klips by clicking and dragging them.

How do I permanently delete a dashboard?

When you delete a dashboard using this method, it is removed from your account and is no longer accessible.

To permanently delete a dashboard:

1. In the left navigation sidebar, click the 3-dot menu beside Dashboards and select Dashboard Library.
2. Select the dashboard you want to permanently delete.
   Note: You can also multi-select several dashboards to delete at once by selecting the checkboxes beside each dashboard’s name in the list.
3. Click Delete Dashboard.
4. Select Delete this dashboard only or Delete this dashboard and its Klips and data sources and click Next.
5. If you selected Delete this dashboard only, click Delete to confirm or Cancel. If you selected Delete this dashboard and its Klips and data sources, review the listed assets and click Delete Now or Cancel.
   To learn more about dashboard deletion options, see Deleting a Klip, dashboard, or data source.

Where do I access my dashboards?

You can access all of your Klip dashboards in the Dashboard Library or a set of your most-frequently used dashboards in your list of open dashboards.

Your Dashboard Library

To open your Dashboard Library, click the 3-dot menu beside Dashboards in the left navigation sidebar and select Dashboard Library.

Think of the Dashboard Library as your master list of dashboards. Here, you can see details for each dashboard, such as its number of Klips, when it was last updated, its owner, and whether it’s shared. You can also select a dashboard in the list to open its “About” page, where you can access in-depth information and actions.

In the Dashboard Library, you can select single or multiple dashboards for sharing and deletion, navigate to the Dashboard Gallery, and add a new blank dashboard. Clicking a dashboard’s button opens the dashboard and adds it to your list of open dashboards. Note: If the dashboard is already in your open dashboard list, it will open but a new instance of it will not be added to the list.

Your open dashboard list

Your open dashboards display as a list under Dashboards in the left navigation sidebar, giving you fast access to the dashboards you use the most.

Note: It’s possible to have multiple instances of the same dashboard in your list of open dashboards. This functionality allows users to filter the same dashboard according to different criteria.

To add a dashboard to the open dashboard list

• In the Dashboard Library, locate the desired dashboard and click the Open dashboard button (at the end of its row in the list).
  The dashboard is opened and is added to your list of open, active dashboards.
  Note: If the selected dashboard already exists in the open dashboard list, clicking this button opens the dashboard but doesn’t add a new instance of it to the list.

To go to an open dashboard

• In the open dashboard list, click the dashboard name.

OR

• In the Dashboard Library, click the Go to dashboard button (located at the end of its row in the list).

To close open dashboards

When you close an open dashboard, it removes the dashboard from your open dashboard list. It doesn’t remove it from your Dashboard Library.

Note: If you close all of your open dashboards, if desired, click Dashboards to return to your Dashboard Library.

To close a single dashboard:

• In the open dashboard list, click the dashboard name. Click its 3-dot menu, then select Close.
  

To close one or more dashboards:

• In the open dashboard list, hover over the dashboard name(s) and click the X button.
  Note: This option is only available when at least one dashboard in the list is selected.
  

To close all of your open dashboards:

• Click the 3-dot menu beside Dashboards and select X Close all dashboards.
  

To add another instance of a dashboard to the open dashboard list

• In the open dashboard list, click the dashboard name. Click its 3-dot menu, then select Open new instance.