Creating and Managing Dashboards

Overview

This guide walks you through the process of creating, editing, and managing Dashboards in Learn Amp. Dashboards are flexible, widget-based boards that combine reports and action-driving content into a personalised experience for your users.

Pre-requisites

To create and manage Dashboards, you need administrative access to your Learn Amp account.

Role Requirements

Quick Start Guide

Creating a New Dashboard

1. Navigate to Settings in the sidebar

2. Select Dashboards

3. Click Create Dashboard

4. Enter a name for your Dashboard

5. (Optional) Select a template to start with pre-configured widgets

6. Configure the audience type and visibility settings

7. Click Create

You'll be taken to the Dashboard editor where you can add and arrange widgets.

Editing an Existing Dashboard

1. Navigate to Settings in the sidebar, then select Dashboards

2. Find the Dashboard you want to edit

3. Click the three dots menu (⋮) and select Edit Dashboard

4. Make your changes to settings, visibility, or configuration

5. Save your changes

To edit widgets on a Dashboard:

1. Navigate to the Dashboard itself

2. Click Add Widget to add new widgets

3. Click the menu on any widget to edit, move, or remove it

Duplicating a Dashboard

Duplicating saves time when creating similar Dashboards:

1. Navigate to Settings in the sidebar, then select Dashboards

2. Find the Dashboard you want to duplicate

3. Click the three dots menu (⋮) and select Duplicate

4. The duplicated Dashboard will be created with "(Copy)" appended to the name

5. Edit the duplicate to customise it

💡 Tip: Duplicating is useful when creating role-specific Dashboards that share similar widget configurations.

Deleting a Dashboard

1. Navigate to Settings in the sidebar, then select Dashboards

2. Find the Dashboard you want to delete

3. Click the three dots menu (⋮) and select Delete

4. Confirm the deletion

⚠️ Warning: Deleting a Dashboard is permanent and cannot be undone. Users who had this Dashboard as their default will automatically see the next available Dashboard.

Dashboard Settings

When creating or editing a Dashboard, you can configure:

Managing Multiple Dashboards

Viewing All Dashboards

1. Navigate to Settings in the sidebar

2. Select Dashboards

3. Use the search and filter options to find specific Dashboards

4. Sort by name, date modified, or other criteria

Batch Operations

You can perform batch operations on multiple Dashboards:

1. Select multiple Dashboards using the checkboxes

2. Choose a batch action (e.g., update visibility)

3. Apply the changes

See Dashboard Options and Settings for more on batch operations.

FAQs

Q: How many Dashboards can I create?
There's no limit to the number of Dashboards you can create.

Q: Can I restore a deleted Dashboard?
No. Deleted Dashboards cannot be restored. Consider duplicating important Dashboards as a backup.

Q: What happens to users when I delete their default Dashboard?
They'll automatically see the next available Dashboard based on the priority hierarchy.

Q: Can I move widgets between Dashboards?
Not directly. You'll need to recreate widgets on the target Dashboard, or duplicate the entire Dashboard and remove unwanted widgets.

Troubleshooting