Manage dashboards

To return to the Dashboards screen, click the Tealium logo.

Generate a dashboard from a template

Use the following steps to generate a dashboard from a template:

1. Go to Insights > Templates.
2. For the selected dashboard, click View Details.
3. Click Generate Dashboard.
4. When the dashboard has been generated, the following message is displayed:

   

5. To see the generated dashboard, go to the Dashboards page.

View a generated dashboard

Use the following steps to view a dashboard:

1. Go to Insights > Dashboards.
2. Click on a dashboard.
3. To return to the Dashboards page, click the Tealium logo.

Delete a dashboard

Use the following steps to delete a dashboard:

1. Go to Insights > Dashboards.
2. Click the menu for the dashboard and select Delete.
3. In the confirmation dialog, click Delete.
   When the dash board has been deleted, the following message is displayed:
   

   

4. Click Done.
5. To return to the Dashboards page, click the Tealium logo.

Schedule email for a dashboard

Use the following steps to email a PDF of a dashboard:

1. Go to Insights > Dashboards.
2. Select a dashboard.
3. Click the Scheduling icon and select Schedules.
   

   

4. Enter a name for the schedule.
5. Click Dates and configure the frequency, start date and time, and time zone.
6. Click Email and enter email recipients.
   Enter the email header and body text.
7. If you are sending a link to download the PDF, deselect Include sheet in email body.
8. Select Download link or File attachment.
9. Click SAVE.