---
title: Dashboard Layout Tools
description: "How to use the Dashboard Layout Tools ## Accessing a Dashboard Every module has a **Dashboard** (List View) which is the core area where graphs and records are shown, ![](https://support.symbiant.co.uk/wp-content/uploads/2022/05/Sidebar.webp) Selecting a **Module** on the left side menu will load…"
url: "https://support.symbiant.co.uk/kb/dashboard-layout-tools/"
updated: "2023-01-25"
category: "Navigation & Accessibility"
tags:
  - Navigation
---

# Dashboard Layout Tools

How to use the Dashboard Layout Tools

## Accessing a Dashboard

Every module has a **Dashboard** (List View) which is the core area where graphs and records are shown,

![](https://support.symbiant.co.uk/wp-content/uploads/2022/05/Sidebar.webp)

Selecting a **Module** on the left side menu will load that Modules Dashboard,

![](https://support.symbiant.co.uk/wp-content/uploads/2022/06/Dashboard.webp)

## Grouping Graphs into Tabs

Select the three dots on any graph, and select **As Tabs**,

![](https://support.symbiant.co.uk/wp-content/uploads/2022/06/Graph-Settings-As-Tabs.webp)

The graphs will now be grouped in a separate tab for each,

![](https://support.symbiant.co.uk/wp-content/uploads/2022/06/Graphs-As-Tabs.webp)

### Adding Items to a Tab

You can further add items to a tab group,

Hover your mouse over any other element on the dashboard, such as a record grid,

![](https://support.symbiant.co.uk/wp-content/uploads/2022/06/Draging-a-grid.webp)

Drag the element up to the tabs,

![](https://support.symbiant.co.uk/wp-content/uploads/2022/06/Moving-Grid-on-Tab.webp)

The element will snap to any existing tab grouping,

![](https://support.symbiant.co.uk/wp-content/uploads/2022/06/Grid-on-Tab.webp)

## Growing & Shrinking Elements

You can increase or decrease any element on a dashboard to better fit your desired look,

### Growing Elements

A great example is to increase the size of a particular chart over others,

![](https://support.symbiant.co.uk/wp-content/uploads/2022/06/Three-Charts-Dashboard.webp)

Select the three dots on any element and then **Grow,**

![](https://support.symbiant.co.uk/wp-content/uploads/2022/06/Grow-Option.webp)

The chart will then grow reducing the size of the others in the process,

![](https://support.symbiant.co.uk/wp-content/uploads/2022/06/Grown-Chart.webp)

### Shrinking Elements

To shrink an element, select the three dots and then **Shrink**,

![](https://support.symbiant.co.uk/wp-content/uploads/2022/06/Shrink-Option.webp)

This will do the opposite of growing, and make all other elements gain space in the dashboard.

## Grouping Elements

You can group elements together to create a horizontal or vertical row of elements,

Select the three dots on any element and then **Group**,

![](https://support.symbiant.co.uk/wp-content/uploads/2022/06/Grouping-Elements.webp)

This will group the element directly adjacent to the ordinal element,

![](https://support.symbiant.co.uk/wp-content/uploads/2022/06/Grouped-Row.webp)

Ungrouping Elements

To ungroup an element, select the three dots and then **Ungroup**

![](https://support.symbiant.co.uk/wp-content/uploads/2022/06/Ungroup-Option.webp)

This will place the elements back to how they were before the grouping,

![](https://support.symbiant.co.uk/wp-content/uploads/2022/06/Ungrouped-Risk-Charts.webp)

## Saving as a Personal Preset

If you'd want to Save the changes made above,

Select the three dots at the top right, and then select **Presets,**then **Save,**

![](https://support.symbiant.co.uk/wp-content/uploads/2022/06/Preset-Save.webp)

Name the **Preset** and **Save**it,

![](https://support.symbiant.co.uk/wp-content/uploads/2022/06/Naming-Preset-Views.webp)

### Loading a Preset

Select the three dots at the top right, and then select **Presets**and **Load,**

![](https://support.symbiant.co.uk/wp-content/uploads/2022/06/Loading-Preset-View.webp)

Select the desired **Preset**, and **Load**,

![](https://support.symbiant.co.uk/wp-content/uploads/2022/06/Load-Preset-View.webp)

(**Note:** The preset view will be loaded until you exit a **Module**)

## Saving the View (Admin Only)

Once you completed your view changes, and want to apply them globally,

Select the three dots again at the top right, and then select **Admin, **then **Save,**

![](https://support.symbiant.co.uk/wp-content/uploads/2022/06/View-Saving-Admin.webp)

Select your company-specific view from the list,

![](https://support.symbiant.co.uk/wp-content/uploads/2022/06/View-Saving-Non-Generic.webp)

**It is highly recommended you don't save over generic views!**

(If you don't see any company-specific views, please follow: [Creating Your Own Custom Views](https://support.symbiant.co.uk/kb/creating-your-own-custom-views/))

Once saved, **Sign Out **of Symbiant and log back in to ensure your view cache is cleared.

![](https://support.symbiant.co.uk/wp-content/uploads/2022/06/Sign-Out.webp)