How To and Troubleshooting
The Dashboards interface allows you to easily manage all the dashboards created in Document Portal or Resource Portal. You can download or delete dashboards, search for any specific dashboard, or sort the header information alphabetically or by latest date by clicking on the specific header.
In addition, you can edit the document permissions and categories.
Navigate to Documents > Dashboards.
Click the download icon to save the dashboard on your system. The downloaded dashboard is saved as a .dbd file.
Select permissions icon to edit dashboard permissions
Select categories icon to edit dashboard categories