Manage a Collection

After you create a collection, you can edit the collection and its dashboard pages to fit your needs.

Required Editions

Available in: Intelligence Reports Advanced
User Permissions Needed
To manage a collection Create & Edit
  1. Click the collection you want to edit.
  2. When you click the settings icon, these options appear:
    • Rename — Renames the collection.
    • Delete — Deletes the collection.
    • Duplicate — Creates a copy of the collection.
  3. When selecting a collection, the dashboard pages from the collection appear in the window below it. You can edit the dashboard page settings by clicking the dashboard page. These options appear:
    • Show Pages — Click to view the dashboard pages associated with your collection.
    • Edit — Click to edit the dashboard page.
    • Delete — Click to delete this dashboard page.
    • Export — Click to export the dashboard page. The export formats available are:
      • PDF
      • PNG
      • Excel
      • PPT
    • Update Dates — Click to update the date ranges for the selected dashboard page.
    • Copy — Click to copy this dashboard page.