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Save a Dashboard Customization

Save and use dashboard customization to access specific filter criteria quickly.

  1. Go to PolyData Dashboards.

  2. Go to the prompt and filter your data.

  3. Click the Apply button.

  4.  From the top right corner of the dashboard, click the Gear icon > Save Current Customization

    Gear icon is highlighted. From the dropdown, save current customization is highlighted

     

  5. Enter a Name for the customization, adjust any settings, and click the Ok button.

    Save Current Customization pop-up. Name is given and ok button is highlighted

     

  6. To use the saved customization, click the Gear icon > Apply Saved Customization and select the customization you would like to use.


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