Overview

This page helps you understand how to delete a dashboard display. As part of deleting, you need to click the Delete button corresponding to the required dashboard display on the Dashboard View Configurations page. Once done, the dashboard display will be deleted.  

The below step-by-step instructions describe the process. 

Deleting a Dashboard Display

1. On the Side Panel of the Finvisage application, click Settings.

The Settings menu is displayed. 

2. On the Settings menu, click Dashboard Setting.

The Dashboard Setting page is displayed on the right pane.

3. On the  Dashboard Setting page, click the Configure button in the Data View Configuration section. See the image below.

The Dashboard View Configurations page is displayed.

4. On the Dashboard View Configurations page:

A. From the Dashboard drop-down box, select the required dashboard. For example, New Funds Received.

The selected Dashboard is displayed.

B. On the  Dashboard, click the Delete button corresponding to the required dashboard display.

The Delete message is displayed.

C. On the Delete message, click the OK button.

The dashboard display is deleted.