> For the complete documentation index, see [llms.txt](https://docs.phocassoftware.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.phocassoftware.com/administration/dashboards-administration.md).

# Dashboards

Manage all the dashboards in your organization’s Phocas site.

{% hint style="info" %}
User permission: Administration > Dashboards
{% endhint %}

Users create dashboards to monitor KPIs. As an administrator, you can manage dashboards created by anyone in your organization.

Click **Administration** > **Dashboards** to open the **Dashboards** page.

The icon next to each dashboard's name identifies its type:

* ![](https://3446572173-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvQCmtGTR7MsjcI62Vdki%2Fuploads%2FOnmGkyL73WC5QywC3bAH%2Fimage.png?alt=media\&token=8b290c07-7545-4e81-8a4a-0f6e493b3fef) Outline gauge: A dashboard created in the new Dashboards experience.
* ![](https://3446572173-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvQCmtGTR7MsjcI62Vdki%2Fuploads%2FQ8kS9FJpQNh4iywXo6pG%2Fimage.png?alt=media\&token=ecec7976-5db4-4b21-9001-a7885a5520a4) Filled gauge: A dashboard created in Dashboards (Classic).

The list shows details such as the folders and owner of each dashboard. You can also see when a dashboard was last opened, which can help you decide whether it's still needed.

<figure><img src="https://3446572173-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvQCmtGTR7MsjcI62Vdki%2Fuploads%2FDs4whhSPwQewQvrV7NMw%2Fimage.png?alt=media&amp;token=b133fbd1-3b6d-40bd-b882-4891cd97011b" alt=""><figcaption></figcaption></figure>

To find a dashboard, enter a keyword in **Filter by keyword** or use the filters under **Folders** or **Owner**. The list updates as you search or change the filters. Open the menu at the end of a dashboard's row to see its available actions. Actions depend on your access and the dashboards selected.

### Share a dashboard <a href="#dashboards-administration-shareadashboard" id="dashboards-administration-shareadashboard"></a>

1. On the **Dashboards** page, open the menu at the end of the dashboard's row and select **Share**.
2. Select the required sharing options, then click **Save**.

The sharing options depend on the dashboard type:

* For dashboards created in the new experience, select **Specific users** or **Everyone with access** and choose **Can view** or **Can edit** access.
* For Classic dashboards, share with individual users or folders.

{% columns %}
{% column %}

<figure><img src="https://3446572173-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvQCmtGTR7MsjcI62Vdki%2Fuploads%2Fi90r2yj092v60cHi58dC%2Fdashboard-sharing-new-experience.png?alt=media" alt="Sharing a dashboard in the new experience, showing Can view and Can edit access." width="563"><figcaption><p>Sharing options for a dashboard created in the new experience</p></figcaption></figure>

{% endcolumn %}

{% column %}

<figure><img src="https://3446572173-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvQCmtGTR7MsjcI62Vdki%2Fuploads%2FFuCBpvoIpv7Xu07bfCFS%2Fimage.png?alt=media&amp;token=7301c526-6705-4299-9e20-b6e9eac38a48" alt=""><figcaption><p>Sharing options for Classic dashboards</p></figcaption></figure>
{% endcolumn %}
{% endcolumns %}

For more information, see [Share a dashboard](/basics/dashboards/use-dashboards.md#share-a-dashboard) for the new experience or [Sharing and folders](/basics/getting-started/sharing-and-folders.md#sharing-dashboards) for Dashboards (Classic).

{% hint style="success" %}
You can control whether users can share favorites, alerts, and dashboards through their [**Collaboration** user permissions](/administration/users/add-update-user/user-permissions.md#collaboration-sharing-permissions-for-dashboards-and-favorites).
{% endhint %}

To manage an individual user's Classic dashboards, open their [user account page](/administration/users/add-update-user/user-account-page.md) and click the **Dashboards** tab.

### Manage subscriptions

You can't currently manage users' subscriptions from the **Dashboards** administration page.

Users can still manage their own dashboard subscriptions from their homepage.

### Change the owner of a dashboard

You can't currently change a dashboard's owner from the **Dashboards** administration page.

Users can still change the owner of their own Classic dashboards. Unlock the dashboard, then click **Share**. In the **Edit dashboard** window, select another user from the **Owners** list.

<div align="left"><figure><img src="https://3446572173-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvQCmtGTR7MsjcI62Vdki%2Fuploads%2F3ZZe7Gkm2myvoKN6OiLK%2Fimage.png?alt=media&amp;token=82e35a58-fea9-409f-8885-599b1929a547" alt="" width="563"><figcaption></figcaption></figure></div>

### Delete a dashboard <a href="#dashboards-administration-deleteadashboard" id="dashboards-administration-deleteadashboard"></a>

You can permanently delete a dashboard if it's no longer required. This action can't be undone.

On the **Dashboards** page, open the menu at the end of the dashboard's row, select **Delete**, then confirm the deletion.

To delete multiple dashboards:

1. Select the rows you want to delete. You can select separate rows or click and drag across adjacent rows.
2. Click **Delete** in the floating action bar at the bottom of the page, then confirm the deletion.

<figure><img src="https://3446572173-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvQCmtGTR7MsjcI62Vdki%2Fuploads%2FMJGZS0bJSNK9nQQukrgW%2Fdashboard-bulk-delete.png?alt=media" alt="Two separate dashboard rows selected, with Delete in the floating action bar."><figcaption></figcaption></figure>


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