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You can change the name of a dashboard via the 'Share' screen, as long as you are the owner of the dashboard. Choose the Share icon on the right of the dashboard. 

You can set your dashboard to update with any new data, either immediately or at selected intervals, if you have permission. Use Refresh  to select the frequency or to stop the dashboard refreshing. Setting the refresh interval is not saved with the dashboard and will be reset if you navigate away from the page.

With refresh set to 'automatic', the dashboard widgets flash briefly each time the underlying data is updated (i.e., when the database builds and if the value has changed). This is particularly useful for dashboards that progressively build throughout the day, and if you have your dashboard displayed on a big screen, e.g., in a warehouse or office.

Summary chart query widgets with a change in data will flash the updated color,  e.g., if the data update moves their status from green to red, red to green, etc. In the screenshot below, the 'Sales' widget on the top line has flashed green to signify that a) the database has built and b) the updated data has moved into the 'green' range.

If you have a dashboard that updates frequently, you can add details of exactly when a widget was updated. This is particularly useful on dashboards that contain widgets from multiple sources.

To set this add the [updateDelta] placeholder in the description field in each widget, as shown below.

You can temporarily adjust the period for all the widgets on a dashboard so they show data for the same period. To this by selecting the period icon and setting custom dates as required. Like all custom periods in Phocas, this is temporary and can't be saved with the dashboard.

Once you apply the period, a message at the top of the screen will notify you about how many widgets have been updated. Some widgets may not update, e.g, if they are not filterable or their date range is outside of the dates you want to show.

The period will be shown in the status bar and can be removed with the 'x' or by resetting.

Drag the widget to a new position on the dashboard by grabbing the widget toolbar.

To minimize or re-size widgets use the icons that appear when you hover over a widget. If you are the owner you can also open them for a more detailed view or to edit. If you are viewing a shared dashboard or widget, some of these functions might not be available. 

Button	Action	How it works
	Edit	Opens the widget screen, allowing you to make changes to the widget. This is the same screen that appears when creating a new widget.
	Delete	Deletes the widget permanently. However, if the widget was originally created from a favorite, the favorite will not be deleted.
	Download	Download widget as an image. This applies to some widgets only.
	Information	Displays the selections and settings that were present when the widget was created. Not available for URL widgets.
	Open	Opens the underlying data in the Phocas grid for further analysis or a more detailed view, provided you have permission to see the data. Usually opens in a new browser window.
	Minimize	Temporarily minimizes a widget to create more space on your dashboard.
	Re-size	Dragging the re-size icon in the bottom right corner permanently alters the size of a widget. The size appears in pixels as you drag. To resize all widgets on a line, CTRL + drag. You must enable the Flex option in the line settings for this option to be available. See the Change the way widgets display in a dashboard line section below.

Widget types that are able to be selected and filtered have this option switched on by default. You can edit a widget to change 'Is Filterable' to 'no', for example, to compare the whole company to just one rep, or to just one branch. So you might have two identical widgets, one which filters and the other that doesn’t.   

You can determine whether to apply a dashboard filter before or after an existing widget filter, such as an advanced search filter. The order in which the filter is applied affects the results. 

To change the filter order, open the Widget setup screen. If the widget has filter applied you will see an option to select either 'Filter applied first' or 'Filter applied last' i.e, whether you want a dashboard filter to be applied before or after the widget's existing filter is applied).

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The image below shows the different results returned depending on the filter order.

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Select the Edit button at the right of a dashboard line to open the line settings screen and make a selection under 'Display'. 

• Set as Stacked or Equal width on a line, allow it to scroll horizontally or, for greater control over the size and placement of the widget choose the Flex option.

  • Stack widgets vertically when they will not fit on a line horizontally. See image below.

    

  • Select Equal width to set all widgets to the same width, filling the line and adjusting to the browser window's size. This is useful when a dashboard is going to be viewed using different screens and devices. The minimum widget width is 200 pixels, after which the line will scroll horizontally. The height of all widgets can be adjusted by clicking and dragging from the bottom of any of the widgets in the line. In the image below, three different sized widgets have been automatically resized to be of equal width.

    

  • With Horizontal scroll selected, the widgets just take as space as they need next to each other on the line and the user scrolls to see them.

  • The Flex option allows you to drag to resize and reposition widgets. This option is also is responsive, for different window sizes or devices.

• Temporarily minimize a widget to create more space on your dashboard by selecting the minus icon on the widget toolbar. Maximize it again using the plus icon. Also see minimize on open.  

Add a new line

Choose Line to add a new line at the bottom of your dashboard. 

Move, edit, clone or delete a line 

Hover over a line to access the required icons, shown below.

• Clone. This will replicate the line and place directly below the original line. You can drag it to a different position on the dashboard, or edit as required.

• Move. Drag and drop a line to a different position. As you drag, a blue box will appear to indicate the proposed destination. Release and the line will snap to the blue box. 

• Edit. Allows you to change the name or description of a line. 

• Delete. Choose to permanently delete a line and all the widgets within it. An 'Are you sure' warning message will appear, as there is no way of recovering a deleted line.