Help - Managing Dashboards

Adding Content to a Dashboard

Selecting the 'Add Content' link underneath the Dashboard name, allows you to quickly enter a ticker symbol and select from preset Dashboard components.

Removing Content from a Dashboard

Selecting the 'Remove Content' link underneath the Dashboard name will display the selected Dashboard. Components can be removed directly from the Dashboard display.

Click the delete icon () in any component.

You will be prompted to confirm the deletion of any component.

Rearranging Content on a Dashboard
Click the move icon () in any component. You then have the ability to drag and drop the component to any position on the Dashboard.

Setting a Default Dashboard

Click the box of the Dashboard you would like to set as your default Dashboard. You can also set a different Dashboard as your default by clicking the 'Set Current as Default' link directly on the Dashboard you are viewing.

Delete a Dashboard
You can delete any Dashboard by clicking the delete icon (). You will be prompted to confirm the deletion of any Dashboard.

Sharing a Dashboard
You can share any of your personal Dashboard with other users by clicking the 'Invite Users' link.

View Related Help Topics
     • Adding Content to a Dashboard
     • Creating a New Dashboard
     • Sharing a Dashboard

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