myEDITED: How Can I Organize And Search Dashboards?

 

Using the Dashboard Management screen allows you to:

• Navigate to all myEDITED dashboards you own or have been shared with you
• Quickly access to recently viewed dashboards
• Filter and favorite dashboards
• Copy, delete, and share dashboards

 

Once you have logged in to myEDITED, you can navigate to the Dashboard Management screen by selecting View all dashboards at the top left of a dashboard.

 

 

You can also navigate to the Dashboard Management screen by selecting the dashboard title dropdown and then selecting View all dashboards from the menu.

 

 

Accessing Recently Viewed Dashboards

 

The primary Recently Viewed section of the Dashboard Management view will show you up to four of your most recently accessed dashboards. Click any of these dashboards to be taken to that specific analysis. 

 

 

You can also navigate to recently viewed dashboards by selecting the dashboard title dropdown and selecting your chosen dashboard from the recently viewed list.

 

 

Filter And Favorite Dashboards

 

You can filter all dashboards that have either been created by you or shared with you by other members of your organization. Select one of the below filters to populate only these dashboards in the table list:

• All Dashboards
• Owned by me
• Shared with me
  
  

 

The search functionality allows you to search for key terms within the following to isolate specific analyses:

• Dashboard titles.
• Dashboard descriptions.
• Names of dashboard owners.

 

 

You can favorite your most important or regularly used dashboards by selecting the star next to the dashboard name in the table.

 

 

Once favorited, the star icon will turn blue.

 

 

You can then filter to view ONLY your favorite dashboards in the table by selecting the star icon next to the filter dropdown; see the image below.

 

 

Copy, Delete & Sharing Dashboards

 

You can duplicate, delete, and change the sharing status of any dashboard you own. Click on the dashboard you want to act on, and three icons will appear. 

 

 

To change the sharing status of the dashboard, click the first lock icon.

• If your dashboard is private, clicking this icon will prompt a pop-up asking if you want to share with the broader organization. 
• If your dashboard is shared, clicking the lock icon will prompt a pop-up asking if you want to 'stop sharing' this dashboard with your organization.

Click the second duplicate icon to copy an existing dashboard. EDITED recommends copying dashboards to facilitate quick dashboard set-up and provide a baseline for analysis.

 

Click the third trash icon to delete any dashboards.