Edit View Properties

Dashboards User Guide

Version
R2025.2.0
ft:lastEdition
2025-10-20
Edit View Properties

When you have a dashboard open, you can edit the properties of the views it contains, such as font size, appearance, and summary information.

To edit a view's properties:

  1. Go to Reporting and Analytics > Dashboards > Dashboards and open the dashboard that contains the view that you want to edit the properties for.
  2. Click the settings icon at the top, right side of the view.
  3. Location of the settings icon in relation to the view.
  4. Make the required changes to the appearance and summary information for the view (options might change depending on view type):
    • Font Size: Select a new font size in the drop-down list.
    • Select a Different View: Click to replace this view in the dashboard with another view.
    • Hide View Filters / Show View Filters: Click to toggle between hiding and showing the view filters.
    • Hide Header/Footer / Show Header/Footer: Click to toggle between hiding and showing the view header and footer.
    • Hide Drill Down Summary / View Drill Down Summary: Click to toggle between showing and hiding the drill down summary on the view.
    • View Builder: Click to open the View Builder feature to explore and edit the data shown in the view.