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When Should I Use This?
Use this when you need to:
Add a new dashboard page (for example, to separate “Overview” and “Awards” views)
Rename a page or add a page description that appears on the Dashboard Canvas
Choose whether a page is visible in the public dashboard view
Filter dashboard data by Date (Start and/or End Date) or State (application status)
Add or adjust dashboard visualizations like charts, tables, maps, and summary cards
Step-by-Step Instructions
Open your dashboard.
Confirm the dashboard is in Preview mode (dashboards open in Preview mode by default).
To start editing, click the Preview Toggle to switch to Edit Mode.
In Edit Mode, find Pages in the dashboard.
Select an existing page to edit it, or click Add Page to create a new one.
In the right sidebar under Page Settings, update the Page Name.
(Optional) In Page Settings, add a Description to display additional text on the Dashboard Canvas.
(Optional) In Page Settings, set Public Page if the page should be visible in the public dashboard view.
In the right sidebar under Design, set your default colors:
Section: Default Color
Text: Default Color
Chart: Default Color
To filter what data appears on the dashboard, use Filter in the dashboard toolbar:
Date: Sort by Start and/or End Date
State: Sort per application status
To add content to the page, use the left menu in Edit Mode:
Typography for Canvas: add Heading
Charts: Bar Chart, Pie Chart, Line Chart, Table, Map (set for zipcodes)
Other: Application Sum Card, Value Sum Card
On the Dashboard Canvas, click + Add Section to place a new section on the page.
Click inside the new section, then choose what to add (for example: a Chart, Text, or columns within the section).
To configure a chart, select the chart on the canvas, then use the left sidebar:
Under Chart, choose the Chart Type
Under Data, select ONE dimension from the dropdown (this uses the friendly name located in the FORM under Reporting, Friendly Name)
Under Labels, add Title, Y-Axis Title, and X-Axis Title
Under Design, select a chart color scheme
To add or edit text, select the text on the canvas and use the left sidebar:
Text: Heading and Description
Theme: select a color scheme
When you are ready to apply your edits to the live dashboard, click Publish.
Common Mistakes to Avoid
Forgetting to switch from Preview Mode to Edit Mode before trying to make changes.
Making edits but not clicking Publish, which means your updates are not applied to the live dashboard.
Using Copy Public URL without realizing it “will make the URL publicly searchable on the web.”
Selecting more than one option under Data when the dashboard requires you to select ONE dimension.
Adding sections without planning layout first. Note: “Once a section is added, it cannot be delete.”
Best Practices for FORWARD Direct Users
Use Preview Mode to confirm how the dashboard will look once published, then switch to Edit Mode when you’re ready to make changes.
Add a clear Page Name and (if needed) a Description so each page is easy to understand on the Dashboard Canvas.
Use Filter (Date and State) to review the same dashboard under different time periods or application statuses.
Only use Copy Public URL when you intentionally want a shareable link that does not require portal access and you understand it can become publicly searchable.
After changes, click Publish to apply and save your edits to the live dashboard.
FAQ
How do I edit a dashboard if it opens in Preview mode?
Dashboards open in Preview mode by default. Click the Preview Toggle to switch to Edit Mode so you can build and modify the dashboard content.
What does Publish do on a dashboard?
Publish “applies and saves all recent edits to the live dashboard.” If you do not publish, your updates are not applied to the live view.
What happens when I use Copy Public URL?
Copy Public URL generates a shareable link that allows others to view the dashboard without portal access. The documentation notes this “will make the URL publicly searchable on the web.”
What filters can I use on a dashboard?
In the dashboard toolbar, Filter includes Date (Start and/or End Date) and State (sort per application status).
What visualization types can I add to the dashboard?
In Edit Mode, you can add Bar Chart, Pie Chart, Line Chart, Table, Map, Application Sum Card, and Value Sum Card, as well as text headings for the canvas.