Select Home > Dashboard.
Click the Edit Existing button and search for the dashboard in the list.
Select the Dashboard Sharing button and select the user(s) or a group of users.
Click Save.
You can perform specific gadget functions in each gadget, from opening a report to refreshing gadget details.
Select Home > Dashboards.
In the Showing Dashboard drop-down menu, select the dashboard to be displayed.
Click the Refresh button at the top for all dashboards. OR click on a Dashboard Name and select Refresh for that specific dashboard.
You can perform specific functions in each gadget, from opening a report to refreshing gadget details.
Select Home > Dashboards.
Open your desired Dashboard.
Click on the title of one of your Gadgets.
Refresh: Refreshes the selected gadgets data.
Some reports will provide you some Minor Filters Options, check the rows to change the gadget filters.
About This Gadget: Opens a window explaining what this gadget is best used for and where the data is pulled from.
Certain dashboard gadgets will allow you to click on any data point to drill through to other areas of the application to view detailed listings of the records contributing to that data.