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Knowledge Center

Dashboards List Overview

Purpose Statement

The Dashboards List provides users with a centralized view of all dashboards they have access to in First Due. It allows users to locate, manage, organize, and take action on dashboards, including opening, cloning, editing settings, or deleting dashboards.

Background Information

The Dashboards List is part of the Dashboards module and displays every dashboard available to a user based on their permissions. This includes:

  • Dashboards the user has created

  • Dashboards shared with the user

  • Default First Due dashboards the user is permitted to access

The list functions like other First Due lists, offering sortable columns, pagination controls, search, filtering, bulk actions, and export options.

Required Permissions

Access to the Dashboards List requires:

  • Access to the Dashboards module

Additional actions depend on permissions:

  • Editing dashboard settings requires permission to manage dashboards

  • Deleting dashboards requires appropriate administrative permissions

  • Cloning dashboards requires access to view the original dashboard

Video

Step-by-Step Guide

 

Step 1: Open the Module Stack

Click the First Due logo in the upper-left corner of the screen to open the module stack.

 

Step 2: Navigate to the Dashboards Module

Select Dashboards from the module stack.

 

Step 3: Open the Dashboards List

From the Dashboards menu, click Dashboard List (the second item in the menu).

 

Step 4: Review Available Dashboards

The Dashboards List displays all dashboards you have access to, including:

  • Dashboard name

  • Description

  • Created by

  • Created date

  • Last modified date

 

Step 5: Adjust and Sort Columns

Like other First Due lists, you can:

  • Drag column edges to resize columns

  • Click a column header to sort:

    • First click: ascending

    • Second click: descending

    • Third click: default order

 

Step 6: Open a Dashboard

Click the blue hyperlink in the dashboard name column to open and view that dashboard.

 

Step 7: Use Bulk Selection (If Permitted)

Use the checkboxes to bulk-select dashboards you have permission to manage.
Once selected, you can delete multiple dashboards at the same time.

 

Step 8: Add a New Dashboard

Click Add Dashboard to open the dashboard creation window and create a new dashboard.

 

Step 9: Navigate Pages and Results

At the bottom of the list, you can:

  • Move between pages of dashboards

  • Change how many dashboards display per page

    • Increasing the page size may display all dashboards on a single page

 

Step 10: Download the Dashboard List

Click the download icon to export the Dashboards List to a CSV file.

 

Step 11: Use Dashboard Actions

In the Actions column, available options include:

  • Pencil icon (Edit): Opens dashboard setup to edit the name, description, and sharing settings

    • Does not allow layout changes

  • Clone icon: Creates a copy of the dashboard that can be customized independently

  • Trash can icon: Deletes the dashboard after confirmation

    • Deleted dashboards cannot be recovered

 

Step 12: Search Dashboards

Click the magnifying glass in the upper-right corner to search dashboards by name or description.

 

Step 13: Filter the Dashboards List

Click the filter button to apply filters such as:

  • Name

  • Description

  • Created by

  • Created date

  • Modified date

Additional filter options:

  • Use the pin icon to keep filters open

  • Click Apply to run filters

  • Click Reset to clear all filters

  • Click the X to close the filter panel

 

Best Practices

  • Use descriptive dashboard names and descriptions to improve searchability.

  • Clone existing dashboards to save time instead of building from scratch.

  • Regularly review and delete unused dashboards to reduce clutter.

  • Use filters and search when managing large numbers of dashboards.

  • Export the dashboard list when auditing or documenting dashboard usage.

Troubleshooting & FAQs

I don’t see a dashboard I expect to see.
The dashboard may not be shared with you, or you may not have permission to access it.

Why can’t I edit the dashboard layout from the list?
The pencil icon only opens dashboard settings. Layout changes must be made from within the dashboard using Edit Layout.

I accidentally deleted a dashboard. Can it be recovered?
No. Deleted dashboards cannot be restored. You must recreate or clone a replacement if available.

Why can’t I delete some dashboards?
You may not have permission to delete dashboards you do not own or manage.