To preview a dashboard a user should follow below steps:

Note: In Preview Mode, users are not allowed to edit or make changes to the dashboard.

For Previewing the Dashboard and Editing the Dashboard, follow the steps below:


    • By default when user opens or create a dashboard it is in preview mode.
    • To edit a dashboard a user should click on icon from



1. In Edit mode, User can make changes to the existing dashboard and choose from a variety of options as shown in the top right corner of the Dashboard.

Preview Mode

Dashboard Settings

Filter Pane

Instant Message

Clear Filter

 Save Dashboard