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Managing Favourite Dashboards

This article provides step-by-step instructions for end-users on how to efficiently manage their favorite dashboards within Krunchbox. This guide covers how to locate, select, and update dashboards to optimize your workflow.

Key Features 

  • Access Favourite Dashboards Easily: Retrieve your most used dashboards quickly for efficient monitoring. 
  • Manage Dashboard Preferences: Modify your favorites list to continually reflect your current priorities. 
  • User-Friendly Interface: Enjoy an intuitive design that makes updating and navigating your dashboards straightforward. 

 

Accessing the Dashboards 

Log in to your Krunchbox account. 

Navigate to the Dashboards section from the main menu. 

Dashboards

 

Locating Favourite Dashboards 

There are to places in krunchbox you can access your Favorite Dashboards

1. At the top of your Dashboard Menu

In menu

 

2. Under My Favorites

My Favorites-1

 

Adding a Dashboard to Favourites 

After customizing your dashboard, click Save to Favorite

Save to Favorite

In the popup, give your dashboard a name.

If you would like to receive an email when new retail data has been loaded into your dashboard, click Email me when the information is ready.

You can also save the dashboard for everyone in your company or someone else in your company.

Saving

 

Removing a Dashboard from Favourites

Navigate to your list of favorite dashboards. 

Locate the dashboard you want to remove. 

Click the Yellow Gog

Managing Dashboard

In the popup, you can delete the dashboard, Set or remove the Favorite email

Edit

Additional Tips 

  • Customization: Customize your favorites list to match your daily tasks and operational needs. 
  • Regular Updates: Periodically review your list to add new dashboards and remove any that are no longer relevant. 
  • Troubleshooting: If a dashboard doesn’t appear in your favourites, verify your selection or refresh the page. 

Conclusion 

Managing your favorite dashboards in Krunchbox is a simple yet powerful way to personalize your workspace and boost your productivity. By following these steps, you can ensure that your most important data is always just a click away. 

 

To learn more about Managing Favourite Dashboards, watch the following short video:

 

For further assistance, please consult additional training materials or reach out to our support team at support@krunchbox.com