Use the following fields and options to edit the content of a dashpart.
Contents
| Field | Description |
|---|
| Dashpart Base
|
Select the base you want to use as a reference for the dashpart that you want to create. Available options are:
- Opportunities
- Project
- Favorite Report
|
| Saved Search
|
This field displays when you select a dashpart base that is based on a Hub.
Use this field to filter the data that the dashpart displays based on a search criteria.
Saved Search displays options based on the saved search criteria of the corresponding Hub of the selected
Dashpart Base. You can also create new search criteria and save it for future reuse.
|
| Dashpart Title
|
Enter the name of the dashpart that you want to create.
|
| Available Columns
|
Displays a list of available columns based on the selected
Dashpart Base.
|
 
|
Click these options to move selected columns to and from the
Available Columns list and
Selected Columns list.
|
| Selected Columns
|
Displays a list of columns that were selected from the
Available Columns list. Columns included in this list are displayed in the dashpart.
|
| Save As
|
Select this option to save the dashpart as a different dashpart. A new name needs to be entered in
Dashparts Title to save a dashpart as a different dashpart.
|
