Arrange cards and use card actions

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Overview

A card is a visual representation of a specific data point that can be displayed on your dashboard. There are a variety of card types that you can add and customize, including charts, grids and values, activities, quick buttons, and web links.  These cards can be rearranged and resized on your dashboard according to your needs.

How to move a card

  1. Hover your mouse over the top of a card until your cursor becomes the four-arrow move cursor.

  2. Drag and drop the card to your desired location.

    Dragging a dashboard card to reposition it

How to resize a card

  1. Hover your mouse over the bottom right-hand corner of a card until your cursor becomes a diagonal arrow.

  2. Drag the card to your desired size.

Note

Quick button and web link cards cannot be resized using this method, but can be maximized and minimized using the Card Actions menu.

Dashboard card resized to a new size

Other card actions

To access other card actions (refresh, edit, maximize, duplicate, delete, and minimize):

  1. Select the three-dot menu on the top-right corner of a card.

  2. Select your desired card action.

    Card actions menu showing refresh, edit, maximize, duplicate, delete, and minimize options