Manage dashboards in Collections

The dashboards you create are listed on the Dashboards page. Select Dashboard configuration from the left menu to access it and perform administrative actions on your dashboards.

Edit, Copy, or Delete Dashboards

To edit a dashboard:

Select the pencil icon in the Edit column and make your changes in the dashboard configuration module.

To copy a dashboard:

Select the copy icon. The dashboard is copied automatically and given a “Copy of...” prefix. Select the copied dashboard to rename it.

To delete a dashboard:

Select the trash can icon, then select OK in the popup window.

Tip: You cannot edit or delete another user’s dashboards, but you can copy shared dashboards and edit the copies you create.

Manage Dashboard Access

New dashboards are private by default. To share a dashboard with other users, select the lock icon and then select OK in the popup window. To revoke access, select the lock icon again.

Download Dashboards

Select the download icon to download a dashboard in PDF format.

Set a Favourite Dashboard

Select the star icon in the My dashboard column to set that dashboard as a favourite. Starred dashboards appear when you select My dashboard from the left menu.

Sort or Search the Dashboards List

Select Name to sort dashboards in A to Z or Z to A order.
Use the search field to find dashboards by keyword.

Need Help?

If you cannot edit or delete a dashboard, confirm that you own it - you cannot edit or delete dashboards created by other users. Contact the Billtrust Support team for further assistance.