Viewing a Dashboard Card

You can get an in-depth view of a dashboard card by going to a card's View Card page. Here, you will be able to view, filter, share, clone, edit, and delete the data on the card. Each card can be individually viewed and modified.

Viewing a card

  1. Go to Dashboards > Cards.
  2. On the Dashboard Cards page, you'll have access to any card on any dashboard that you have permission to view. You can sort the cards by clicking the Standard List Views dropdown.
    screenshot-crm.na1.insightly.com-2018-04-25-09-12-49.png
  3. Click on the name of the card you want to view.
  4. You are now on the View Card page.
    screenshot-crm.na1.insightly.com-2018-04-23-16-23-10.png

How to edit a Dashboard Card

  1. Click on the name of the card.
  2. Click Actions. Select Edit This Card.
    screenshot-crm.na1.insightly.com-2018-04-25-08-48-04.png
  3. Edit the card as needed. Click Save.

Table view

You can display the data from the card in the form of a basic table instead of the chart view.

  1. Click on the name of the card.
  2. Click on the Table button.
    screenshot-crm.na1.insightly.com-2018-04-23-12-29-14.png
  3. To switch back, click the Chart button.
    screenshot-crm.na1.insightly.com-2018-04-23-12-27-47.png
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