View and edit dashboards

You can customize your Insights dashboards to better analyze and present your data. Insights supports the following operations:

• Rename a dashboard
• Clone a dashboard
• Delete a dashboard
• View a dashboard's last modified date

Refer to the Edit components guide to learn how to manipulate dashboard components.

Rename a dashboard

Complete the following steps to rename a dashboard:

1

Go to Platform > Insights.

2

Click the ... (ellipsis) next to the dashboard you plan to rename, then select Rename.

Rename dashboard

3

Enter a new name for the dashboard.

4

Click ✓ to confirm your changes.

Clone a dashboard

Cloning dashboards allows you to reuse existing designs and experiment with different views and visualizations, while preserving the integrity of your original data.

Complete the following steps to clone a dashboard:

1

Go to Platform > Insights.

2

Click the ... (ellipsis) next to the dashboard you plan to clone, then select Clone.

Clone dashboard

Workato automatically opens the cloned dashboard in the dashboard editor, enabling you to customize the dashboard to meet your reporting needs.

Delete a dashboard

Complete the following steps to delete a dashboard:

1

Go to Platform > Insights.

2

Click the ... (ellipsis) next to the dashboard you plan to delete, then select Delete.

Delete dashboard

3

Click Delete dashboard again to confirm.

View a dashboard's last modified date

To see when a dashboard was last modified, check the displayed date and time:

Dashboard last modified date