---
title: "View and Interact with Dashboards"
slug: "view-and-interact-with-dashboards"
updated: 2026-02-20T17:16:27Z
published: 2026-02-20T17:16:27Z
---

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

# View and Interact with Dashboards

Once you have selected a dashboard to view, you can customize the way you view and interact with the dashboard as follows:

## Resize Panes

1. Move your cursor over either the right side, bottom right corner, or the bottom of a pane to display a double-headed arrow.
2. Pull and drag the arrow to re-size the pane as desired.

![](https://cdn.document360.io/87d11426-6b1f-4b19-b593-b71e55a81af3/Images/Documentation/resize_panes.png)

> [!NOTE]
> **NOTE**: Pane sizes are saved relative to the size of the browser.

## Reorder Panes

1. Move your cursor over the title bar of the pane you wish to move. The cursor displays in scroll-mode: ![](https://cdn.document360.io/87d11426-6b1f-4b19-b593-b71e55a81af3/Images/Documentation/scroll_cursor.png)
2. Drag the pane to the desired location.

> [!NOTE]
> **NOTE**: Due to some built-in space restrictions, the Dashboard Viewer may not allow specific dashboard layouts.

## Select Panes to Hide or Display

1. To hide a pane, click the **Close** button at the top right of a pane.

![](https://cdn.document360.io/87d11426-6b1f-4b19-b593-b71e55a81af3/Images/Documentation/close_pane.png)
2. To redisplay a pane, click the **Settings** button at the top left of the Dashboard page.

![](https://cdn.document360.io/87d11426-6b1f-4b19-b593-b71e55a81af3/Images/Documentation/pick_items.png)
3. Click the **Pick Items** button to display the **Select Items** dialog.

![](https://cdn.document360.io/87d11426-6b1f-4b19-b593-b71e55a81af3/Images/Documentation/select_items_box.png)
4. Select the pane(s) you wish to display, or deselect panes you wish to hide. When you are done, click the **Close** button at the top right of the dialog.

## Save and Discard Dashboard Layouts

Changes you make to dashboard layouts in the Dashboard Viewer are automatically saved as your layout. The next time you open a particular dashboard, the layout changes you saved will be restored.

To generate a low resolution preview image for display in the Dashboard Browser, manually save your dashboard changes:

1. Click the **Settings** button at the top left of the Dashboard page.

![](https://cdn.document360.io/87d11426-6b1f-4b19-b593-b71e55a81af3/Images/Documentation/save_default_layout.png)
2. Click the **Save Default Layout** button.

> [!NOTE]
> **NOTE**: The Edit Dashboard and Save Default Layout buttons are only available to users with Dashboard Builder privileges.

![](https://cdn.document360.io/87d11426-6b1f-4b19-b593-b71e55a81af3/Images/Documentation/Settings_buttons.png)

## Revert to the Default Layout

You can revert to the default layout saved by the user who built the dashboard.

1. Click the **Settings** button at the top left of the Dashboard page.

![](https://cdn.document360.io/87d11426-6b1f-4b19-b593-b71e55a81af3/Images/Documentation/reset_dash_viewer.png)
2. Click the **Reset** button.

## Export Data in a Grid or Chart

> [!NOTE]
> **NOTE**: Export supports up to 20 million cells. The total number of rows exported will depend on the number of columns in the dataset. For example, 1 million rows for a data set with 20 columns.

You can export data displayed in a Dashboard grid or chart to a file for local download:

1. Click the **Export** icon in the top right corner of the grid or chart.

![](https://cdn.document360.io/87d11426-6b1f-4b19-b593-b71e55a81af3/Images/Documentation/export_button.png)
2. When the **Save As** dialog box displays, go to the local folder to download the file.

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