R365 Intelligence: Editing Dashboards

  • Updated on Feb 18, 2026
  • Published on Jul 3, 2024
  • 8 minute(s) read
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All dashboards are completely customizable to the user. They can be edited at any time. Users can customize their reports by:

  • Adding and deleting additional pages and chapters to a dashboard.

  • Selecting the attributes and metrics that make up reports.

  • Customizing and rearranging visualizations.

  • And much more.

R365 Intelligence is an add-on feature. Please contact your CSM or R365 Support to learn how R365 Intelligence can enhance your R365 experience.

Video - How to Navigate the Dashboard Editor

Navigation

Existing Dashboards

Users can access dashboard edit mode from the R365 Intelligence library or from the dashboard view. 

From the Intelligence Library

Locate the dashboard that needs to be edited, and from its grid entry, click the edit iconto open the dashboard directly into edit mode.

A greyed-out pencil iconindicates that the dashboard cannot be edited. To make changes to an R365 Master Dashboard,  duplicate the dashboard,  then make changes to the copy.

From the Dashboard View

Click the edit button in the top right hand view of the dashboard view.

New Dashboards

To create a new dashboard, click the Create button in the top right hand corner of the dashboard library. This will open a new dashboard into edit mode.

Dashboard Edit Mode

Opening an existing dashboard in edit mode opens the edit options surrounding the dashboard.

Creating a new dashboard opens a completely blank dashboard.

Dashboard Edit Mode Actions

There are dashboard edit actions in three places on the screen:

  • Menu bar

  • Edit mode header

  • Left rail

Each of these areas has functions and tools to use when editing a dashboard.  

Menu Bar

The menu bar is in the top left corner of the screen, and includes the following:

Field

Description

1

Back to Library

Returns to the dashboard library page. This page lists all the Intelligence dashboards.

2

File

Opens the following options:

  • Save - Saves the dashboard and any changes made.

  • Rename - Enables editing of the dashboard name.

  • Dashboard Properties - Opens the Dashboard Properties window, where general settings and export settings can be managed or viewed.

  • Close - Closes the dashboard.

3

Insert

Enables users to add more data.

4

Format

Enables the overall formatting of the dashboard. From the dashboard formatting properties, manage the default colors, spacing, fonts, and button shapes and sized.

Edit Mode header

The edit mode header has a left, center, and right side section.

Left Header

Field

Description

1

Hides/Shows All Panels

Hides or shows all the dashboard editor panels and the left rail options. This will only leave open the dashboard editor.

2

Undo

Undoes the last edit made to the dashboard.

3

Redo

Redoes the last edit undone. 

4

Refresh

Refreshes or update the data in the dashboard. 

5

Pause Data Retrieval

Click to pause data retrieval. This will allow users to edit the dashboard without retrieving new data.

Pausing data retrieval while editing dashboards can help improve build speed. 

6

Re-Prompt

Reopens the prompt window.

7

Add Data

Opens options to add data. Clicking this icon will give users the options to select new data, existing dataset, or existing objects.

8

Add Chapter

Adds a new chapter.

9

Add Page

Adds a new page. 

Middle Header

Field

Description

1

Add visualization

Adds a visualization to the dashboard. This button can also be used to change an existing selected dashboard.

2

Filter

Adds one of the following filters:

  • Element/Value Filter

  • Attribute/Metric Selector

  • Panel Selector

  • Parameter Selector

3

Text

Adds a text box. 

4

Image

Inserts an image.

5

HTML Container

Adds an HTML container.

6

Shapes

Adds a shape object to the page. 

7

Panel Stack

Opens the ability to stack panels within the dashboard. Panel stacking allows for more visualizations to be added to the same page in layers so that users can toggle between panels

8

Information Menu

Adds an information window. 

9

Auto Summary

Generates a narrative summary that turns an entire dashboard page of visualizations into an easy-to-understand natural language summary of key metrics, trends, and insights.

In Beta

This feature is in beta. Contact your CSM to learn more.

Right Header

Field

Description

1

Convert to Free-Form/Auto Layout

Turn on free-form layout to arrange objects freely by size, position, and layers. Converting to auto layout means the objects fill the entire canvas and can be repositioned around each other.

2

Responsive View Editor

Edit the way a dashboard is viewed in a mobile device

3

Responsive Preview/Full View

Turn on/off responsive preview or full view to view how the dashboard will appear in mobile (Responsive) or web (Full).

4

Save

Click to save any changes made to the dashboard. From the Save dropdown, select whether to just Save the dashboard and continue editing or Save and View to save the dashboard and switch to view mode.

Left Rail

The left rail is the vertical menu on the left side of the page. The buttons here open and close panels in the editor.

Field

Description

1

Contents

Opens or closes the contents panel or tab, which lists the table of contents.

2

Datasets

Opens or closes the datasets panel or tab, where all objects and datasets available for use on the dashboard are listed.

3

Editor

Opens or closes the editor panel or tab. This is where the attributes and metrics are added and arranged based on the visualization type.

4

Filter

Opens or closes the filter panel or tab. This is where page filters are aded and adjusted.

5

Format

Opens or closes the format panel or tab. Here, the formatting selections for a visualization are adjusted.  Read more below.

6

Layers

Opens or closes the layers panel that shows how objects are layered and nested on the dashboard.

7

Themes

Opens or closes the theme panel, where a theme can be set and applied to the dashboard.

8

AI Auto Dashboard

Opens the AI Auto Dashboard window, where users can use the AI chat bot to build pages and visualizations based on user-entered prompts. Read more about AI Auto Dashboard Builder.

In Beta

This feature is in beta. Contact your CSM to learn more.

Contents / Datasets Panel

The Contents and Datasets tabs both appear on the same panel when enabled.

Contents

The Contents section allows for users to change the dashboard cover and organize the dashboard by creating chapter and pages to sort data. A highlighted page/chapter indicates that it is the current page/chapter being edited/viewed.

Clicking the menu icon opens the options to insert new pages/chapters, duplicate chapters, or rename pages/chapters. In  existing dashboards, pages/chapters that are no longer needed can be deleted as well.

On the Contents tab:

  • Change the cover

    • Click the image to open the Change Cover window. Upload an image or choose a stock cover.

  • Manage the chapters/pages

    • Click the menu button beside a chapter or page. Then, select an option from the dropdown. Insert, delete, duplicate, rename, or manage the access of pages and chapters.

  • Use the drag and drop function to reorder pages and chapters.

Datasets

The datasets panel holds all the data objects added to the dashboard editor. This panel must have data in order to create visualizations. This panel allows for users to search, sort, and select the attributes and metrics to include in a visualization.

Users can add data to their dashboard environment in three ways:

  1. Import New Data - Import new data from a local file.

  2. Adding Data by Existing Object - Select individual R365 attributes and metrics to add to the environment.

  3. Adding Data by Existing Dataset - Add R365 data by dataset, which adds an entire collection of attributes and metrics that can be used together to create visualizations. These datasets are created by R365.

    R365 Best Practice

    Adding Data by Existing Dataset is an R365 best practice. These pre-grouped objects ensure that data loads faster, works seamlessly together, and powers features like Auto Summary (in beta) and the AI Dashboard (in beta) more efficiently.

Editor / Filter / Format Panel

This panel allows users to create and customize the report visualizations. As users make updates to the Editor section, the visualization will reflect the changes.

From the Editor section, users can do the following:

Editor Tab

Organize the data and metrics layout by column/row/horizontal/vertical/etc. depending on the format. The way that the data is sorted is the way that it will appear on the visualization. The sections of data to organize will be determined by the visualization type.

To move data objects into different sections, drag and drop the objects into the appropriate section.

Filter

Create filters for the visualization. Attributes can be dragged to this section to add more filters. After adding a filter, set the filter parameters. Read more about using filters.

When there are Filter parameters set for a visualization , the default application setting is to apply to All Chapters containing that filter. Click the menu icon to change the Apply Sections To option. From this action menu, users can also select targets or other filters.

The menu also enables users to format the filter by choosing the sorting method, whether to include or exclude, and how the filter is displayed.

Format

Format the visualization. The Format tab will always allow users to change the font size, type, color, and form, but the visualization options may change depending on the type of visualization selected.

Adding Data to a Visualization

Data can be added to visualizations by selecting individual objects or entire datasets. Once the data is selected, users can choose specific Attributes and Metrics to include in the visualization.

Attributes

Data labeled with teal/blue-green colored iconsthat are fixed variables (dates, days of the week, operational quarters, locations, etc.).

Metrics

Data labeled with orange/yellow colored icons  that are calculated metrics that will calculate across the data that is grouped (gross sales, guest count, forecasted sales, sales/hour, SPLH, labor hours etc.)

For a complete list of available R365 attributes and metrics, take a look at the R365 Intelligence Glossary.

To add data to a visualization, double click a data option or drag a drop it to the editor. Add any data desired for a single visualization before moving to the editor.

Users can add multiple visualizations to one dashboard page. To add a visualization, click the visualization icon from the Edit Mode header at the top of the screen and a make a selection for the type of visualization to add. Learn more about formatting visualizations.

Rearranging Visualizations

Visualizations can be rearranged in the Dashboard in the way that suits the data and the user best. Users can do the following with visualizatons:

  • Drag and drop

  • Resize

  • Edit or delete

Drag and Drop

To drag and drop, hover over the top of the visualization  until the move cursor appears. Then, move the visualization as needed.

Resize

To resize, hover over the edge of the visualization  until the resize cursor appears. Then, resize as necessary. 

Edit or Delete

To edit or delete a visualization , click the menu icon  to open up the visualization  options.