To view this documentation for the Periscope Classic UI, click here.
The dashboard is Periscope's central reporting tool and serves as the main platform used for displaying charts.
To create a new dashboard, head over to the Dashboards menu at the top of the sidebar. Click the Add New button at the top right of the menu:
Changing the dashboard name can be done directly where the name is displayed:
Dashboards can also be re-named from the Permissions Tab of the Settings menu. First, select Dashboards in the drop down for the list of dashboards.
Then, select the gear next to the dashboard to be edited, and click Edit from the menu.
Here the name can be changed.
The informational 'i' icon displays the dashboard owner, the total runtime of all of the charts on the dashboard, and the last time the dashboard has been refreshed:
The refresh icon next to this 'i' icon can be used to refresh all of the charts on the dashboard.
Changing the dashboard owner can be done from the Permissions Tab of the Settings menu. First, select Dashboards in the drop down for the list of dashboards. Select the gear next to the dashboard you'd like to edit, and click Edit from the menu.
Here a user can be searched for and selected as the new dashboard owner.
The dashboard is made of small grid squares that span a lattice on the page. Charts are autofitted to grid squares to provide the best view for sizing and organization. Grid squares appear when re-sizing a chart to help guide the user.
Charts can be resized directly on the dashboard by dragging and dropping the bottom right corner of the charts. Charts will lock to underlying grid squares.
To rearrange the ordering of charts, simply hover over the title area of the chart for the drag icon to appear, and charts can be moved and pushed around the dashboard. Another option to rearrange charts for the whole dashboard can be found in the Dashboard Preferences section of the dashboard settings menu.
The dashboard settings menu at the right hand side of the can be used to set further settings for the dashboard.
The Settings tab in the Dashboard Preferences provides a list of general deshboard settings.
Dashboards can be shared externally with different filter settings. For more information, see the documentation.
Edit users on the dashboard can schedule dashboards to be emailed regularly with the default filter settings. For more information, see the documentation.
Rearranging charts can be easily done through the bird's eye view in the Rearrange Charts tab.
More in Dashboard Organization
To go full screen, click the dashboard settings menu and choose the Full Screen option. Full screen mode is perfect for displaying the dashboard on a TV:
If SSO is enabled for the site, the Full Screen option will not be available. However, its behavior can be imitated by going full-screen from the browser and appending "?tv_mode_frame=true" to the end of the URL.
The filter bar on dashboards can be turned on or off. In the dashboard settings menu, the Enable/Disable Filters option can be used to turn on and off this bar. If the Disable Filters option is gray, that indicates
To create a copy or duplicate of the dashboard, click the Clone option in the More menu. The new dashboard will be automatically renamed with the New prefix.
If a dashboard is no longer needed, it can be deleted from the dashboard settings menu:
After confirming, this dashboard will be permanently deleted.