Workspaces

Workspaces are dashboards that display a collection of widgets within a shared context, providing a centralized view of related information.

To access your workspaces, click Workspaces in the top navigation bar. The “Workspaces” page displays all workspaces that you have created or that have been shared with you.

Create a Workspace

To create a new workspace:

1. Click Create Workspace.

2. In the "Create Workspace" dialog box, enter a workspace name and suitable description.

3. Select the desired Time Range from the drop-down list.

4. Click Create.

After the workspace is created, use the Add to Workspace panel on the left to add metrics and widgets:

• Drag and drop metrics and elements onto the workspace canvas.

• Alternatively, click a metric or element to add it directly to the canvas.

• To reposition a metric, click and drag the six-dot handle in the upper-left corner of the metric.

• Use the Search bar in the Add to Workspace panel to quickly find specific metrics.

Manage Workspace Metrics

To manage a metric in a workspace, click the hamburger icon (☰) in the upper-right corner of the metric.

The following options are available:

• Open Metric - Opens the metric in a full-page view, where you can perform additional metric-related actions. For more information, see Manage Metrics.

• Hide Trend Lines - Hides the trend line displayed on the metric chart.

• Remove from Workspace - Removes the metric from the current workspace.

Manage Workspaces

Open a workspace from the “Workspaces” page to access the management options available at the top of the page.

• Refresh - Refresh one or more widgets in the workspace. Select the metrics you want to refresh from the list, or choose Select all to refresh all widgets in the workspace.

  

• Share - Specify who can access the workspace by sharing it with other users in your organization.

  Select Private to restrict access to the workspace so that only you can view it.

  Select Everyone in the organization to make the workspace accessible to all users.

  Select Specific roles & people to share the workspace with selected roles or individual users.

  Click Save sharing to apply the changes.

  

• Clone - Creates a copy of the workspace and adds it to the “Workspaces” page.

• Edit - Opens the “Edit Workspace” dialog box, where you can update the workspace name, description, and time range. Click Save to apply your changes.

  

• Export PDF - Downloads the workspace as a PDF file.

• Delete - Permanently deletes the workspace. The workspace layout and any associated co-filters are removed, while the metrics and widgets remain available in the library.