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Customize the Dashboard layout

Zuora

Customize the Dashboard layout

Only users with the ‘Manage Analytics’ user permissions can organize cards in the Dashboard, create or edit cards or datasets in the Explorer. To learn about how to get the user permissions, see Analytics roles.

Layout edits are immediately visible to other users. All users in your Zuora tenant see the same Dashboard.

Add a card

To add a card, click the Add Card button in the upper right corner of the dashboard.

You can add two types of cards, table cards and timeseries cards.

New cards are added to the bottom of the Dashboard and are visible to all users with access to Analytics. To learn more about the differences between table cards and timeseries cards, see Using cards.

Clone a card

To clone a card, click the menu icon at the top-right of the card and choose Clone.

analytics_card_menu.png

Clones are added to the bottom row of the Dashboard and are instantly visible to all users of Analytics. 

Delete a card

To delete a card, click the menu icon at the top-right of the card and choose Delete. When you delete a card, the card is entirely deleted from Analytics, including in the Explorer. If you only want to remove a card from the Dashboard, but keep it in the Explorer, select Unpin in the card menu.

Move a card

To move a card, drag the card to the desired location. When you move the card, the dashboard changes for all Zuora users in your organization.

Resize a card

To resize a card:

  1. Click the menu icon at the top-right of the card.
    analytics_card_menu_sizes.png

  2. From the Width drop-down list, select the new width of the card.

When you resize the card, the Dashboard changes for all Zuora users in your organization.

Change card display options

This action is not available for ARR Changes or MRR Changes.

To change how a card is displayed:

  1. Click the menu icon at the top-right of the card.

    analytics_card_menu.png

  2. Select a display option:

    Show headline numbers and a chart
    Show a chart only
    Show headline numbers only

When you change the card display options, the dashboard changes for all Zuora users in your organization.

Headline numbers are not available for Timeseries cards that have a Group By enabled.