> AI agents: this is one page from Mammoth Analytics documentation. The index of all pages as Markdown is https://docs.mammoth.io/llms.txt. Append `.md` to any docs URL, or send `Accept: text/markdown`, to get Markdown. # Managing dashboards > Find, edit, duplicate, archive, and delete Mammoth dashboards; keep them in sync with new data; see who views them in Audience; download a PDF. Open **Dashboards** in the left sidebar to find, open, edit, and organize everything you've built. ## The dashboard library The **Dashboards** tab is a library of your dashboards, docs, decks, and Q&A pages. Each row shows its format, name, source data, status (Draft or Published), tags, and when it was last updated. Pills flag things that need attention, such as **New data** or **Unpublished** changes. To find things: - **Search** by name, source, or tag - **Filter** by Project, Format, Source data, Status, Last edited by, Tags, and Collections, plus an **Updated** range (today, this week, this month, this quarter, or a custom range) - Show or hide **Archived** items - **Group** by date or as a flat list, and **Sort** by last updated, date created, name, status, or views - Open a **collection** from the shelf on the left Click a row to open its details panel. There you can rename the dashboard, add tags and collections, and click **Edit**, **Preview**, or **Share**. The panel also has tabs for **Audience**, **Updates**, **Sources**, **Access**, and **Embeds**. Double-click a row, or click **Edit**, to open the editor. Each row's **⋯** menu has **Rename**, **Archive**, **Embed**, **Add to collection**, **Remove from collection**, and **Delete**. You can also **pin** a dashboard to the top of the list. Pins are stored in your browser. ## Editing a dashboard Open a dashboard in the editor and keep working with the AI chat, the Design tab, and the **Add** menu. See [Creating dashboards](https://docs.mammoth.io/learn/dashboard/creating-dashboards/). Saving is explicit. The editor shows **Unsaved changes** until you save, and you can't publish while changes are unsaved. Saving does not change what viewers see: a published dashboard stays as it was until you publish again. Use **History** to review earlier versions of your edits. ## Publish menu actions The caret next to the **Publish** button opens more actions: - **Download PDF**—captures a static snapshot of the dashboard - Share as a carousel - **Export to Power BI** or **Export to Tableau** (dashboards only) - **Copy link** - **Embed** - **Add to collection** - **Duplicate** - **Change data** - **Copy onto another dataset** - **Save as template** ### Duplicating a dashboard Open the dashboard in the editor and choose **Duplicate** from the Publish caret menu. The copy opens in the editor. Duplicate isn't in the library's row menu. ## Archiving and deleting ### Archiving a dashboard **Archive** hides a dashboard from the library. Show archived items with the **Archived** filter, and use **Restore from archive** to bring one back. ### Deleting a dashboard **Delete** moves a dashboard to Trash: 1. In the library, open the row's **⋯** menu and click **Delete** 2. Confirm in the dialog A deleted dashboard is unpublished, so its share link stops working. You can restore it from Trash during the Trash retention period. A restored dashboard comes back as a **draft** and keeps its link and sharing settings, so publishing again is one click. ## Draft and published versions Mammoth dashboards have two states: - **Draft**—The working version you edit. Changes here are only visible to you and other editors until published - **Published**—The version that viewers and shared users see The editor header shows **Live** or **Draft**, with extra pills such as **New data** and **Unpublished**. Mammoth tracks two types of changes separately: - **Data changes**—new data from your sources - **Presentation changes**—layout, style, filters, and chart configuration **To publish your changes:** 1. Save your edits 2. Open **Share** and click **Publish** 3. Viewers now see your changes ## Data sync A dashboard shows the data from its sources as of the last sync. To see how current it is, open the **Updates** modal from the library or from the editor's state line. It shows three steps: **Sources**, **Draft**, and **Live**. **Sync new data:** this stage pulls new rows into your draft. Each source has its own **Sync** button. There's no single button that syncs all sources. Turn on **Sync automatically** to bring new rows into your draft whenever the pipeline runs. **Publish:** this stage lists **Data changes** and **Presentation changes** waiting to go live, with a **Publish** button. Turn on **Publish new data automatically** to send new data live as soon as it syncs. With it on, layout and style changes still wait for you to publish. With both toggles on, new data flows from your source to the published dashboard without manual steps. ## Changing the data Open the **Data** tab in the editor to see the dashboard's sources. To point the dashboard at different data, use **Change data** in the Publish caret menu. **Copy onto another dataset** applies the dashboard to a different dataset. ## Audience **Audience** shows how a published dashboard is used. Open it from the first tab of the details panel, from the Share panel, or from the audience chip in the editor header. You can pick a date range. Audience shows: - **Who** viewed it, with named and anonymous viewers - **Where** they are, by country - **On what** devices they view it - **What they're asking**, from viewer Q&A (when viewer Q&A is on) You can also turn on a weekly email about the dashboard. For a draft, Audience reads **Publish to start counting**, and your own visits are never counted. ## Permissions Each dashboard belongs to a project, and everyone in that project has access to it. People you invite from the Share panel are always viewers. See [Publishing and sharing dashboards](https://docs.mammoth.io/learn/dashboard/share-dashboard/). --- Source: https://docs.mammoth.io/learn/dashboard/managing-dashboard.md · Updated: 2026-10-13