Adding, editing, and removing text in a dashboard

Once you have created a dashboard, you can add text to the dashboard, format or size the text, and so on. Steps to perform each task are below.

Prerequisites

You must have the Web Edit Dashboard and Web Run Dashboard privileges.
You have created the dashboard that you want to modify.

To add a text field

1 Click the name of the dashboard to run it.
2 From the Tools menu, select InsertText Field. The text field is automatically added to the dashboard.
3 In the field, type the text you want to display.
4 Hover the cursor over the text field, then click the arrow icon in the top right. A floating toolbar is displayed, containing formatting options such as font type and font size. Select the appropriate options to format your text.
5 When you are finished editing the text field, click the arrow icon to close the floating toolbar.

To edit a text field

1 Click the name of the dashboard to run it.
2 Click the text you want to edit, then type the text you want to display.
3 Hover the cursor over the text field, then click the arrow icon in the top right. A floating toolbar is displayed, containing formatting options such as font type and font size. Select the appropriate options to format your text.
4 When you are finished editing the text field, click the arrow icon to close the floating toolbar.

To remove a text field

1 Click the name of the dashboard to run it.
2 Hover the cursor over the text field you want to delete, then click the arrow icon displayed to the right. A list of options is displayed.
3 Click X. The text field is removed from the dashboard.

To move a text field

1 Click the name of the dashboard to run it.
2 Click and drag the text field, so that a blue indicator line is displayed in the location in which you want to move the text field. The text field is moved and displayed in its new location.

To size a text field

1 Click the name of the dashboard to run it.
2 Hover the cursor over the edge of the text field you want to size. Click and drag the edge to size the text field.

Related topics

About Visual Insight in Flash
Creating a dashboard