Customization

Edit dashboard layouts, create multiple dashboards, and export data.

Dashboard Customization

Make the dashboard your own with layout editing, multiple dashboards, and data export.

Editing Your Layout

1. Click the Edit Layout button (top-right)
2. The dashboard enters edit mode with handles on each widget
3. Drag widgets to rearrange their position
4. Resize widgets by dragging their edges or corners
5. Click Save Layout to keep changes, or Discard to revert

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Creating Multiple Dashboards

You can create separate dashboards for different use cases:

1. Click the dashboard selector dropdown (top-left)
2. Click + New Dashboard
3. Name your dashboard (e.g., "Sales Overview", "Support Metrics")
4. Add widgets from the library
5. Set a dashboard as default so it loads when you open the Dashboard page

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Example Setups

Date Range Filtering

Use the date picker to filter all dashboard data:

Exporting Data

Export your dashboard data for external analysis:

1. Click the Export button (top-right)
2. Choose format:
   • CSV — for spreadsheets
   • JSON — for programmatic use
3. The file downloads with all visible widget data