Dashboard Settings

Dashboard refresh schedules and themes can be set from your dashboard's Settings menu.

Requirements

• You have edit permission on the dashboard.
• The dashboard is in edit mode.
  
  

The Settings Menu

To open the settings menu, click on the gear icon in the top right corner of your dashboard.

Dashboard Auto Refresh

Your dashboard data is refreshed every time someone opens or refreshes the page.

If you would like your data to refresh without user action, you can set a custom auto refresh schedule under dashboard settings. We recommend this option if you are primarily displaying the dashboard on a screen, where people may be referencing it without actively interacting with it.

Setting an Auto Refresh Schedule

1. Open the Settings menu.

2. Click the toggle switch to turn on 'Auto-Refresh'.

   

3. Select your custom schedule.

   

Dashboard Themes

On each of your dashboards, you can select one of our suggested color schemes or create your own.

     

Switching between Default Light and Dark Mode

1. Open the Settings menu.

2. Select 'Light' or 'Dark' from dropdown menu next to 'Theme'.

Selecting a Color Palette Theme

1. Open the Settings menu.

2. Open the 'Colors' menu.

3. Select a color palette under the 'Palettes' tab.
   Your dashboard theme will update automatically.

Creating a Custom Theme

1. Open the Settings menu.

2. Open the 'Colors' menu.

3. Select the 'Custom' tab.

4. Select your custom palette colors.