Defining Dashboard Settings

This article describes the various settings you can define for a dashboard, and includes:

• Setting a default dashboard
• Defining permissions settings
• Scheduling a dashboard report
• Editing a dashboard
• Cloning a dashboard
• Deleting a dashboard

Dashboard settings are defined in the Dashboard screen, accessed by clicking Cost & Usage > Dashboards. Note that you can also save a dashboard as a template (as described in Dashboard Templates).

Setting a default dashboard

To set a dashboard as the default dashboard, from the More Info icon in the relevant dashboard row, and then select Set as Default.

A star icon is displayed in the dashboard row, indicating that the dashboard is now the default dashboard displayed when you login. 

Defining permissions settings

To define permissions settings: 

1. Click the More Info icon in the relevant dashboard row, and then select Permissions settings. The Share Settings dialog is displayed.
   
   
   
   
2. Select the relevant permissions settings from the dropdown box:
   • Only me: The dashboard settings are available only to you.
   • Current role: The dashboard settings are available to users assigned with the current role, meaning any other user with the same role as you. 
   • Specific roles: The dashboard settings are available to users assigned with the selected role.
   • Specific users: The dashboard settings are available to users defined by entering their email address or all members of a selected Slack channel. 
   • Specific customers: The dashboard settings are available to selected customers.
   • Everyone: The dashboard settings are available to all users. 
3. (Optional) Click Set Default to set these permissions as the default for all dashboards.
4. Click Save.

Scheduling a dashboard report

To schedule a dashboard report:

1. Click the More Info icon in the relevant dashboard row, and then select Schedule Report. The Schedule Report dialog is displayed.
   
   
   
   
2. Define a name for the report, and then add the recipients by entering the relevant email addresses. You can also select a Slack channel as a recipient; all users in the Slack channel will receive the report. 
3. Select the frequency from one of the following options:
   • Weekly
   • Monthly
   • Quarterly
   • Custom (define a start date and your own custom frequency)
4. (Optional) Click Test to send a test report.
5. Click Save.

Editing a dashboard

To edit a dashboard:

1. Click the More Info icon in the relevant dashboard row, and then select Edit. The Edit Dashboard dialog is displayed.
   
   
   
   
2. Edit the dashboard, as required. For example, you can edit the dashboard name, and reorder or delete panels on the dashboard. For more information, see Introduction to Dashboards.
3. Click Save.

Cloning a dashboard

To clone a dashboard:

1. Click the More Info icon in the relevant dashboard row, and then select Clone. The Clone Dashboard dialog is displayed.
   
   
   
   
2. In the Dashboard name field, you can add a suffix to the cloned dashboard. Otherwise, leave the field blank and _COPY will automatically be suffixed to the dashboard name.
3. In the Cloned panels name suffix field, add a suffix that will be added to the cloned panels. Otherwise, leave the field blank and _COPY will automatically be suffixed to the panel. 
4. Click Save.

Deleting a dashboard

To delete a dashboard:

1. Click the More Info icon in the relevant dashboard row, and then select Delete. 
2. In the displayed confirmation message, click Delete.