Working with Tabs

The Dashboards can be defined by adding tabs. Tabs act like a Dashboard within the current Dashboard and allow you to add additional Parts on individual tabs that might not otherwise fit on your canvas. Tabs can be labeled and setup according to the type of information that you view. For example, you might have a tab that displays information about your leads while another might show your forecasted sales.

NOTE: Tabs can be added to the canvas or the regions inside of splitters. If you want to tab the full Dashboard canvas, add the tabs before you add the splitters. Otherwise, the tabs will apply to the region within the splitters.

To Create a Tab

1.

Create a new Dashboard or edit an existing one (see Creating a New Dashboard).

2.

Right‑click and select Change to tab frame from the context menu.

3.

Enter a name for the tab in the highlighted tab label.

4.

To add more tabs, right‑click in the tab and select Add tab again.

5.

Click Save to save your changes.

To Rename a Tab

1.

In the Dashboard Designer, select the tab you want to rename.

2.

Place the cursor over the highlighted tab, right‑click, and then select Edit tab from the context menu.

3.

Enter the new tab name in the highlighted text box.

4.

Press the Enter key or click anywhere outside the tab.

5.

Click Save to save your changes.

To Delete a Tab

1.

In the Dashboard Designer, select the tab you want to delete.

2.

Place the cursor over the highlighted tab, right‑click, and then select Delete tab from the context menu.

3.

Repeat this process for any other tabs you want to delete.

4.

Click Save to save your changes.

NOTE: If there is only one tab on the tabbed frame, deleting this tab will also delete the frame.

To Delete All Tabs

1.

In the Dashboard Designer, move the cursor to the tabbed area of the frame you want to delete.

WARNING: Deleting the tabbed frame also deletes all the associated tabs and Dashboard Parts within that tabbed frame. Be sure you want to delete the tabbed frame as there is no undo for this command.

2.

Right‑click and select Delete from the context menu.

3.

Click Save to save your changes.