Managing Multiple Dashboards in One Menu

Overview

The Sabasi Dashboard allows users to manage multiple dashboards within a single menu. This feature enables a one-to-many relationship, where a single menu contains multiple dashboards or reports. Users can easily switch between dashboards, control their status, and manage sharing and publishing options. Below is a step-by-step guide on how to create, manage, and toggle between multiple dashboards.

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1. Accessing the Dashboard Menu

Steps:

1. Navigate to the Switch Dashboard dropdown menu located at the top of the interface.
2. Click the dropdown to view a list of existing dashboards.

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2. Creating a New Dashboard

Steps:

1. Click on the Create Dashboard button at the bottom of the dropdown menu.
2. A modal will appear prompting you to enter a Layout Name.
   • Example: “John Second Layout”.
3. Click Create Layout to add the new dashboard to the menu.

Notes:

• Newly created dashboards will appear in the menu with default settings (inactive and unpublished).

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3. Managing Dashboard Settings

Features:

• Status: Toggle the switch under the STATUS column to activate or deactivate a dashboard.
• Publish: Toggle the switch under the PUBLISH column to publish or unpublish a dashboard.
• Share: Click the Share icon to generate a link or manage sharing permissions for the dashboard.

Steps:

1. In the dropdown menu, locate the dashboard you wish to manage.
2. Adjust the Status and Publish toggles as needed.
3. Use the Share icon to access sharing options.

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4. Switching Between Dashboards

Steps:

1. Open the Switch Dashboard dropdown.
2. Select the desired dashboard from the list.
3. The interface will automatically load the selected dashboard.

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Tips and Best Practices

• Use descriptive names for your dashboards to easily differentiate between them.
• Only activate dashboards that are currently in use to optimize system performance.
• Regularly review and manage dashboard settings to maintain organized data visualization.

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