Delete a dashboard

If you accidentally duplicate the wrong dashboard, or no longer need a dashboard you created in the past, you can delete the dashboard from the ESO Insights module. You can also delete a dashboard if its ownership has been transferred to you.

Note:

  • You must have a designer role assigned to you in the ESO Insights module to delete a dashboard, and you must be the owner of the dashboard.

    Information on role assignments is available in Assign user roles in the ESO Insights module.

  • Once you delete a dashboard, you can not recover it.

    1. Do one of the following.

      • (If you are already working in the ESO Suite) Click the Home icon in the upper left corner of the screen.

        1. In a web browser, go to https://www.esosuite.net/EsoSuite.

          The ESO Suite login screen appears.

        2. Enter your user name, password, and agency name, then click Let's Go.

          If MFA is enabled, the Multi-factor authentication dialog box appears, displaying one or more methods you can use to verify your login credentials. The number of methods that appear in the dialog box depends on what MFA methods your ESO Suite administrators enabled in the Admin module.

          Click graphics
          to open them.

          Information on enabling MFA and specific MFA methods is available in the Admin module online help, in Configure multiple-factor authentication.

          Note: If your ESO Suite administrators have disabled MFA ("opted-out"), this dialog does not appear.

        3. (If the Multi-factor authentication dialog box appears) Depending on which buttons appear in the dialog box, verify your login in one of the following ways.

          1. Click MFA verification via authenticator app.

            The dialog box updates with boxes for entering the numbers of the authentication code, and the ESO Suite sends an authentication code to the authenticator application installed on your device.

          2. Open your authenticator application and note the authentication code currently displayed.

          3. Enter the authentication code displayed in the authenticator application.

          4. Click Log In.

          SMS

          1. Click MFA verification via SMS.

            The dialog box updates with boxes for entering the numbers of the authentication code, and the ESO Suite sends an authentication code to the phone number recorded in your PM records and identified with MFA codes.

          2. Enter the authentication code sent to your MFA-registered phone number.

          3. Click Log In.

          1. Click MFA verification via email.

            The dialog box updates with boxes for entering the numbers of the authentication code, and the ESO Suite sends an authentication code to your agency or department email address, recorded in your PM records.

          2. Enter the authentication code sent to your agency or department email address.

          3. Click Log In.

      The ESO Suite landing screen appears.

      Click graphics
      to open them.

      Note: If MFA is enabled, you can access and manage your MFA options through the PM module, on the Settings > Account page, as described in Manage a user account. If your agency or department has enabled MFA but has not purchased the full-featured version of the PM module, you can access your own MFA settings by clicking Change my Multi-Factor Authentication settings on the landing screen, then using the Settings > Account page that appears. If your agency has not enabled MFA, the Change my Multi-Factor Authentication settings link does not appear on the landing screen.

    2. On the top side of the home screen, click Insights.

      Tip: If your screen or browser window is too narrow to display all your agency's ESO Suite module icons, an options icon appears on the right side of the icon bar. If you click the options icon, a menu appears containing additional module icons.

    3. A list of all the dashboards in the ESO Insights module appears.

      The capabilities you have in the ESO Insights module depends on what roles and permissions your ESO Suite administrator assigned to your user account. It also depends on what roles your ESO Insights manager assigned to your user account within the ESO Insights module.

      Information on user accounts, roles, and permissions is available in Manage a user account. Information on roles assigned with the ESO Insights module is available in Assign user roles in the ESO Insights module.

  2. Delete a dashboard in one of these ways.

    1. On the right side of the dashboard you want to copy, click Actions, then choose Delete.

      Note: The Actions button is not active for ESO Analytics reports.

      The Delete Dashboard dialog box appears.

    2. Click Accept.

      The listing for the dashboard disappears from the list.

    1. Click the name of the dashboard you want to work with.

      Tip: If the list of dashboards is long, you locate the dashboard you want more easily, as described in Find and open an existing dashboard or report.

      The dashboard opens and displays any widgets it contains, and the data those widgets link to.

    2. Start the delete process in one of these ways

      • In the upper right corner of the screen, click Delete Dashboard.

        The Delete Dashboard dialog box appears.

      • From the dashboard's menu, choose Delete.

        A confirmation dialog box appears to the right of the menu.

    3. Depending on which confirmation dialog box appeared, click either Accept or the green check mark () icon to confirm the delete.

      The list of dashboards and reports reappears, and the dashboard you deleted no longer appears in the list.