Previewing a Dashboard

Summary: How to preview a dashboard when using the Configurable Dashboard feature.

Users can preview RiskSense-provided and custom dashboards without loading each dashboard. To preview a dashboard, navigate to the Dashboards > Configurable Dashboard page.

Dashboards - Configurable Dashboard Menu Location

Open either the Provided Dashboards (Provided Dashboards Icon - Small) or Custom Dashboards (Custom Dashboards Icon - Small) panels by clicking their respective icons in the left-most bar. For this example, we will be using the Provided Dashboards menu.

Dashboard Preview - Provided Dashboards Button Location

Click the question mark icon (Configurable Dashboards - Question Mark Icon) on a dashboard to open the dashboard preview. For this example, we will preview the Executive Dashboard.

Dashboard Preview - Question Mark Button Location

Clicking the question mark icon opens the dashboard preview. The preview shows the dashboard with sample data.

Configurable Dashboards - Dashboard Preview

To close the preview, click the X button (Close Window Icon - Small) in the top-right corner of the window. To load the dashboard, click the Render Dashboard button in the bottom-right corner of the window.