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KloudMate
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Custom Metric Dashboards
Creating a Dashboard
Managing Dashboards and Panels
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17min

Managing Dashboards and Panels

A custom metric dashboard can contain multiple panels, containing multiple custom metrics. Users can manage, organize, or group their dashboards in a way that makes sense to them.

Users can view a list of already configured metric dashboards on the main screen of the metric dashboards section.

  1. They can search for a dashboard by name using the search bar on the top left corner of the screen. 
  2. They can also switch the viewing option from dashboards to folders using the toggle option located in the top right corner of the list.


Metric Dashboard Settings

A user has the following permissions to custom metric dashboards according to their assigned role:

  • Owner: Can create, edit, or delete a dashboard. Can edit or delete a folder.
  • Developer: Can create, edit, or delete a dashboard. Can edit or delete a folder.
  • Viewer: Can only view the dashboards and folders.

The dashboard settings screen enables users to:

  • Edit or delete dashboards
  • Add a dashboard to a folder

To navigate to the dashboard settings screen:

  • Click on the more options icon in front of the dashboard you want to edit
  • Click on Edit



Document image

  • Click on the Settings icon located in the top right corner





Edit or Delete Dashboard

  • Navigate to the dashboard settings screen
  • Edit:
    • Provide a relevant name and description for your dashboard
    • Add tags
    • Click on the Save button
  • Delete:
    • Click on the delete dashboard button


Add a Dashboard to a Folder

Users can create a folder to group or organize dashboard(s) that are related to each other.

Note: Creating a folder is not mandatory for creating dashboards. Standalone dashboards don't need to be added to a folder.

  • Click on the Create Folder button in the main Metric Dashboard screen
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  • Provide a relevant name and description for your folder and click on the Save button




  • Navigate to the dashboard settings screen of the metric dashboard that you want to add to the folder
  • Select the folder you created from the Folder dropdown menu

  • Click on the Save button

Manage and Modify Panels

  • Users can view and resize panels using the expand icon at the bottom right corner of the panels.



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  • Users with 'Owner' and 'Developer' level permissions can edit, duplicate or delete panels from metric dashboards.



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Related Resources

  • Creating a Dashboard



Updated 09 Mar 2023
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TABLE OF CONTENTS
Metric Dashboard Settings
Edit or Delete Dashboard
Add a Dashboard to a Folder
Manage and Modify Panels
Related Resources