Managing Dashboards in the Lucanet CFO Solution Platform

You can create, duplicate, share, export, and delete dashboards in the Lucanet CFO Solution Platform, edit their details, and apply dashboard filters. This page describes how to manage dashboards. For more information on adding and configuring widgets, see Dashboard Widgets.

To create a dashboard in the CFO Solution Platform:

When a dashboard is open in the CFO Solution Platform, you can use the dashboard filters to control the data displayed across all widgets at once. The following filters are available:

A dashboard in the CFO Solution Platform has two access roles:

Users with the Administrator role have access to all dashboards, including dashboards created by other users and dashboards that have not been shared with them. Administrators can open, edit, share, export, and delete any dashboard. If a dashboard loses its owner, for example because the owner's account is deleted, an administrator is notified and can take over managing the dashboard. The dashboard remains available to its viewers.

To create a copy of a dashboard in the CFO Solution Platform, select Duplicate from the dashboard's three-dot menu on the Dashboards start page, or open the dashboard and click Duplicate in the toolbar. A copy of the dashboard is created, including its widgets and configuration.

If the copy contains widgets whose underlying data you do not have permission to view, those widgets remain blurred, and the only available action is Delete, so you can remove them and clean up the dashboard.

When you share a dashboard in the CFO Solution Platform, the selected users become viewers with read-only access.

To share a dashboard in the CFO Solution Platform:

To stop sharing a dashboard, open the Share dialog. To remove access for a single user, click the icon next to that user. To remove all sharing at once, select Make private. Click Save changes to apply the change.

You can export a dashboard in the CFO Solution Platform as a file. To do so, open the dashboard, click Export in the toolbar, and select one of the following options:

To view a dashboard's details in the CFO Solution Platform or edit the name and description, open the dashboard and click Settings in the toolbar. The Settings dialog displays the following information:

Edit the Name or Description as needed and click Save changes.

On an open dashboard in the CFO Solution Platform, you can arrange the widgets on the dashboard grid. Drag a widget to move it to a different position, and drag the edges of a widget to resize it.

To delete a dashboard in the CFO Solution Platform, select Delete from its three-dot menu on the Dashboards start page. Only the dashboard owner and administrators can delete a dashboard. Viewers cannot delete a dashboard that has been shared with them.