---
title: "Editing Dashboards"
slug: "editing-dashboards"
tags: ["Dashboards", "General", "ONE IMS"]
updated: 2026-10-27T23:11:33Z
published: 2026-10-27T23:11:33Z
canonical: "ims-handbook.cenosco.com/editing-dashboards"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://ims-handbook.cenosco.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Editing Dashboards

![Shape, bar chart Description automatically generated](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/creating-custom-dashboards-image-2osj13ck.png?sv=2026-02-06&spr=https&st=2026-10-28T15%3A09%3A51Z&se=2026-10-28T16%3A09%3A51Z&sr=c&sp=r&sig=NAre9sl1SdpNMrhmqFQfYkVss5h7VVe%2F4rBWZ015Ivo%3D)When you have [created a new Custom Dashboards](/v414/docs/creating-new-custom-dashboards)[](https://portal.document360.io/v3-14/docs/creating-new-custom-dashboards) you can Edit it. To do this, first [turn on the Dashboard’s Edit mode](/v414/docs/turning-on-the-dashboards-edit-mode).

## Editing Section Details

To Edit a Section Details:

- Click on the three dots in the top of the Section.

![Graphical user interface, application  Description automatically generated](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/editing-a-section-or-element-details-image-0uo46nws.png?sv=2026-02-06&spr=https&st=2026-10-28T15%3A09%3A51Z&se=2026-10-28T16%3A09%3A51Z&sr=c&sp=r&sig=NAre9sl1SdpNMrhmqFQfYkVss5h7VVe%2F4rBWZ015Ivo%3D)

To Edit a Section, click on the three dots in the top of the Section.
- Click **Edit**.
- Now you can change the Section’s Name, Description, SOURCE, Available Filters, and Default filters. The Wizard will again guide you through the steps. See[](https://portal.document360.io/v3-14/docs/creating-new-custom-dashboards) [Creating New Custom Dashboards](/v414/docs/creating-new-custom-dashboards).
- Click **Finish** when done.

## Editing Element Details

To Edit an Element Details:

- While the Dashboard is in Edit mode. See [Turning on the Dashboard’s Edit mode](/v414/docs/turning-on-the-dashboards-edit-mode).
- Click on the three dots in the top of the Element.
- Click **Edit**.
- Now you can change the display options. See [Creating New Custom Dashboards](/v414/docs/creating-new-custom-dashboards) - Specifying an Element's Display.
- Click **Save** when done.
- Arranging Elements and Sections.

## Resizing and Moving Elements and Sections

To resize and move an Element or a Section:

- While the Dashboard is in Edit mode. See [Turning on the Dashboard’s Edit mode](/v414/docs/turning-on-the-dashboards-edit-mode).
- Drag the Element’s or Section’s corner to resize the Element or Section.

![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/arranging-elements-and-sections-image-ro1womb7.png?sv=2026-02-06&spr=https&st=2026-10-28T15%3A09%3A51Z&se=2026-10-28T16%3A09%3A51Z&sr=c&sp=r&sig=NAre9sl1SdpNMrhmqFQfYkVss5h7VVe%2F4rBWZ015Ivo%3D)

When the Dashboard is in Edit mode, the corner of an Element and Section can be dragged, to resize it.
- Point to the Element or Section, then drag the Element or Section to the desired position in the Section or Dashboard.

## Adding Elements to Sections

Element can be independent from each other or linked. Linked Elements are connected Elements, that will correspond to the selected item in the parent Element.

### Independent Elements

To add an independent Element:

- While the Dashboard is in Edit mode. See [Turning on the Dashboard’s Edit mode](/v414/docs/turning-on-the-dashboards-edit-mode).
- Click on the three dots in the top of the Section.
- Click **+ Element**.
- Define the Element’s display. See [Creating New Custom Dashboards](/v414/docs/creating-new-custom-dashboards) - Specifying an Element's Display.

### Linked Elements

Linked Element will show when the parent Element (e.g. a *Pie chart*, or a *KPI box*) is selected. When a specific item in a parent Element is selected, e.g. a segment in a Pie chart, then the linked Elements will be filtered accordingly. See [General Dashboard Options](/v414/docs/general-dashboard-options) - Drilling down with Linked Elements.

To add a linked Element:

- While the Dashboard is in Edit mode. See [Turning on the Dashboard’s Edit mode](/v414/docs/turning-on-the-dashboards-edit-mode).
- Choose a parent Element and click on the arrow.

![Chart, pie chart  Description automatically generated](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/adding-an-element-to-the-section-image-mvsy5c7a.png?sv=2026-02-06&spr=https&st=2026-10-28T15%3A09%3A51Z&se=2026-10-28T16%3A09%3A51Z&sr=c&sp=r&sig=NAre9sl1SdpNMrhmqFQfYkVss5h7VVe%2F4rBWZ015Ivo%3D)

Click on the arrow of a chosen parent Element to create a linked Element.

Note: You can keep on drilling deeper, i.e. one linked Element can again be a parent for a next linked Element, etc.

## Deleting Elements or Sections

To delete an Element or a Section:

- While the Dashboard is in Edit mode. See [Turning on the Dashboard’s Edit mode](/v414/docs/turning-on-the-dashboards-edit-mode).
- Click on the three dots in the top of the Element or Section.
- Click **Delete Element** or **Delete Section**.

![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/image-3XTL9UEL.png?sv=2026-02-06&spr=https&st=2026-10-28T15%3A09%3A51Z&se=2026-10-28T16%3A09%3A51Z&sr=c&sp=r&sig=NAre9sl1SdpNMrhmqFQfYkVss5h7VVe%2F4rBWZ015Ivo%3D)

Click **Delete** to delete the Element or Section.

## Cloning or Duplicating Elements or Sections

To create a copy of an Element or Section:

- Turn on the Dashboard’s edit mode. See [Turning on the Dashboard’s Edit mode](/v414/docs/turning-on-the-dashboards-edit-mode).
- Click on the three dots in the top of the Element or Section.
- Click **Clone**.

The selected Section or Element will be cloned on the current Dashboard.

![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/image-0V8I1V14.png?sv=2026-02-06&spr=https&st=2026-10-28T15%3A09%3A51Z&se=2026-10-28T16%3A09%3A51Z&sr=c&sp=r&sig=NAre9sl1SdpNMrhmqFQfYkVss5h7VVe%2F4rBWZ015Ivo%3D)

Click **Clone** to copy the desired Section or Element.