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Zuora

  • 日本語のコンテンツは機械翻訳されており、補助的な参照を目的としています。機械翻訳の精度は保証できません。英語版が正となります。また、現時点では検索機能は日本語での検索をサポートしていません。翻訳に関するフィードバックについては、docs@zuora.comに送信してください。

Edit a card

  1. Last updated
    Jun 18, 2020
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You can edit a card to revise its name, description, the data included in the card, or the presentation of data (including aggregation and sorting-by dimensions).

You can edit all cards in the Explorers. For the cards that are pinned to the Dashboard, you can also edit them in the Dashboard.

To edit a card in the Explorer:

  1. Navigate to Analytics > Explorer > Cards.
  2. Locate the card that you want to edit.
  3. Click the card title, or click the menu icon and then select Edit.
    The card details page opens. 
  4. Make changes to various elements of the card. 
    For details about the changes that you can make to a card, see Create a table card or Create a time series card.

When you click a card to view its details in the Dashboard, you can also make changes to a card. However, only users with the 'Manager Analytics' permission can save changes.