Editing and Deleting Dashboards

Once you have successfully created a new Dashboard, you can choose to edit it by adding widgets, adjusting the Channels, changing the date range, adding metrics, and much more.

Note:

Editing your Dashboard in any way described in this article will impact how others view it, whether your Dashboard was shared internally or shared externally.

View Mode

When you open any Dashboard, whether it's your own Dashboard, or one which was shared internally from another user, by default you will view it in View Mode.

View Mode allows you to see all available widgets in the Dashboard, though you can also use the Channel filter to select/deselect Channels or use the Calendar to change the timeframe.

To many any further changes to the Dashboard, such as to edit the metrics, add more Channels, or add a new widget, find out how to access Edit Mode below.

Channel filter

While viewing a Dashboard, you can filter your view based on the list of Channels which are included in the Dashboard. You can use the filter to quickly isolate one Channel or a group of Channels compared to all Channels in the Dashboard.

From the top left, click Channels, followed by the checkbox on any Channel you would like to select/deselect. You can also type to search.

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Once adjusted, the changes will be reflected in all widgets in the Dashboard and the new selection will be saved. In View Mode, it is not possible to add more Channels to a Dashboard. Instead, this must be done in Edit Mode. Please see below for more information on how to add more Channels to your Dashboard and how to customize the Channels for each individual widget.

Changing the Date Range

While viewing a Dashboard, you can adjust the timeframe by clicking the calendar icon from the top right. When you click on the calendar icon, you can either select a custom timeframe or choose from the available options listed below.

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Last week
The previous calendar week from Monday to Sunday
Previous 7 days
The last seven days of complete data, not including the current day.
Last month
The last complete month from the 1st to the last day. For example, if selected in the middle of June, all of May will be selected.
Previous 30 days
The previous 30 days of complete data, not including today.
This month
All available data from the 1st of the current month, not including today.
Previous 90 days
The last 90 days of complete data, not including today.
Previous 365 days
The last 365 days of complete data, not including today.

Note:

If you select previous 7 days, previous 30 days, this month, previous 90 days, or previous 365 days, Channel metrics from the current day will not be considered due to API restrictions. However, posts from today may appear in Content Performance widgets.

Edit Mode

You can make changes to the widgets, Channels, and metrics in your Dashboard by entering Edit Mode.

First, to enter Edit Mode, click the context menu (three dots) on the top right, followed by Edit.

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Once you’re in Edit Mode, follow the guides below for help customizing your Dashboard.

Note:

Edit Mode is not available on any Dashboards which were shared with you. It’s only possible to edit Dashboards which you created. Similarly, other users cannot access Edit Mode while viewing one of your Dashboards.

Changing the Dashboard name

  1. Go into Edit Mode.
  2. From the top left, click on the name or the pencil icon.mceclip4.png
  3. Enter the new name then hit Enter on your keyboard.
  4. Click Save Dashboard from the top right.

Adding widgets

  1. Go into Edit Mode.
  2. In the applicable area of the Dashboard, click + Add Widget.mceclip5.png
  3. Choose from the 7 available types of widgets.
  4. Select the metrics you would like to include (scroll or search as needed).
  5. At the bottom, include a name for your new widget.
  6. Click Create Widget.mceclip6.png
  7. Click Save Dashboard from the top right.

Adding and removing Channels to your Dashboard

  1. Go into Edit Mode.
  2. From the top left, click Manage Channels.mceclip7.png
  3. The list of all Channels available to you in your Falcon organization will appear. Scroll or search to select/deselect applicable Channels to add or remove from the Dashboard.
  4. Click Update.
  5. Click Save Dashboard from the top right.

Adding and removing Channels this way will affect all widgets in your Dashboard. In addition, the Channel filter will be reset. For help adjusting which channels are visible for each widget, see the guide below.

Applying filters

Filters can be applied to any Content Performance widget (one which displays your posts along with metrics for each).

  1. Go into Edit Mode.
  2. Click Filter.mceclip9.png
  3. Select the applicable filter.mceclip10.png
  4. Customize and add more filters. Visit the full guide to Content Performance filters for more information.
  5. Click Save Changes.

Customizing the channels for each individual widget

  1. Go into Edit Mode.
  2. From the top right of the applicable widget, click the context menu (three dots).
  3. Click Customize channels.mceclip12.png
  4. The list of all Channels available to you in your Falcon organization will appear. Scroll or search to select/deselect Channels to add to this widget only. You can add Channels which are not yet included in your Dashboard.
  5. Click Save Custom Channels.

Adding and removing Channels this way will affect only the widget you are editing. When adding and removing Channels from a widget, you can select from any Channel you have access to in Falcon, even if not yet included in the Dashboard.

If you add a Channel to your widget which is not yet included in the Dashboard, the Channel will not appear in your Dashboard’s Channel filter. This is because the addition of the new Channel will only impact the widget you have edited rather than the whole Dashboard.

Note:

You can reset the Channels in your widget to the Dashboard default by following steps 1-3 then clicking Reset to Dashboard Channels.

Customizing the date range for each individual widget

  1. Go into Edit Mode.
  2. From the top right of the applicable widget, click the context menu (three dots).
  3. Click Customize date range.mceclip13.png
  4. Use the calendars to select a new date range or choose from the preset time periods on the right (more information on the available presets can be found above).
  5. Click Save Custom Period.

The new dates will be displayed in the top right of the widget. To make any further adjustments, click the displayed dates.

Note:

You can reset the date range in your widget to the Dashboard default by clicking on the dates in the top right, followed by Reset to Dashboard Period.

Editing widget metrics

  1. Go into Edit Mode.
  2. From the top right of the applicable widget, click the context menu (three dots).
  3. Click Edit metrics.mceclip14.png
  4. Scroll or search to select/deselect metrics for your widget. Selected metrics will appear listed at the top.
  5. Click Save Changes.

Please visit the Help Center guide for a complete list of metrics by network along with descriptions.

Deleting widgets

  1. Go into Edit Mode.
  2. From the top right of the applicable widget, click the context menu (three dots).
  3. Click Delete widget.mceclip17.png
  4. When the confirmation appears, click Delete.

Deleting a Dashboard

There are two ways you can delete an existing Dashboard in Measure.

Note:

It's not possible to delete any Dashboards which were shared with you. It’s only possible to delete Dashboards which you created. Similarly, other users cannot delete one of your Dashboards.

While viewing a Dashboard

  1. From the top right, click the context menu (three dots).
  2. Click Delete.mceclip18.png
  3. When the confirmation appears, click Delete.

From the Measure Overview

  1. While viewing your list of Dashboards, click the context menu (three dots) from the top right of the applicable Dashboard.
  2. Click Delete.mceclip19.png
  3. When the confirmation appears, click Delete.
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