Manage dashboards

To return to the Dashboards screen, click the Tealium logo.

Generate a dashboard from a template

Use the following steps to generate a dashboard from a template:

1. Go to Insights > Templates.
2. For the selected dashboard, click View Details.
3. Click Generate Dashboard.
4. When the dashboard has been generated, the following message is displayed:

   

5. To see the generated dashboard, go to the Dashboards page.

View a generated dashboard

Use the following steps to view a dashboard:

1. Go to Insights > Dashboards.
2. Click on a dashboard.

Delete a dashboard

Use the following steps to delete a dashboard:

1. Go to Insights > Dashboards.
2. Click the menu for the dashboard and select Delete.
3. In the confirmation dialog, click Delete.
   When the dash board has been deleted, the following message is displayed:
   

   

4. Click Done.

Delete a predefined dashboard and its resources

To delete a predefined dashboard and the associated analysis and datasets, use the following steps:

1. Go to Server-Side > Insights > Templates.
2. For the template of the dashboard you want to delete, click View Details.
3. If you are using the associated datasets in custom dashboards, deselect Do you also want to delete datasets used for this dashboard?.
4. Click Delete.
   The template will not be deleted. You can regenerate the dashboard later, if needed. When the dashboard and its resources have been deleted, a success message is displayed.

Schedule email for a dashboard

Use the following steps to email a PDF of a dashboard:

1. Go to Insights > Dashboards.
2. Select a dashboard.
3. Click the Scheduling icon and select Schedules.
   

   

4. Enter a name for the schedule.
5. Click Dates and configure the frequency, start date and time, and time zone.
6. Click Email and enter email recipients.
   Enter the email header and body text.
7. If you are sending a link to download the PDF, deselect Include sheet in email body.
8. Select Download link or File attachment.
9. Click SAVE.

Export a custom dashboard

If you have created custom dashboards, you may want to make them available in multiple profiles. Instead of manually creating each dashboard in each profile, you can export a dashboard to a JSON file then import the JSON file into other profiles.

To export a custom dashboard, use the following steps:

1. Go to Insights > Dashboards.
2. Click Export.
3. Click Export for the dashboard you want to export.
   When the JSON file is ready, a success message is displayed.

Import a custom dashboard

After you have exported a custom dashboard, you can import the JSON file into other profiles, as follows:

1. Switch to the profile in which you want to add the dashboard.
2. Go to Insights > Dashboards.
3. Click Import.
4. Enter the Dashboard Name.
5. Click Upload JSON File and select the JSON file you want to upload, then click Next.
6. Map each dataset from the JSON file to a dataset in this profile, then click Next.
7. For each dataset, map each source attribute (from the JSON file) to an attribute in this profile.
8. Click Generate.
9. When the import is completed, the Dashboard Imported message is displayed.