Edit a dashboard in the dashboard library
Edit an existing dashboard in the Related Dashboards page to update details such as the display name, description, or the associated dashboard itself.
Before you begin
Role required: virtual_agent_admin
About this task
You can edit an existing dashboard in the library to update its display name, description, or replace the dashboard with a different one. This allows you to swap out a dashboard without removing and re-adding it to the library. Editing a dashboard does not modify the underlying Platform Analytics dashboard content.
Procedure
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Navigate to All > Assistant Designer > Analytics and select Related Dashboards in the left navigation.
-
Locate the dashboard you want to edit and select Edit in the Actions menu.
[Omitted image "NAinVA-assistant-designer-analytics-edit-dashboard.png"] Alt text: Edit Dashboard modal in Dashboard Library
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On the Edit Dashboard form, update the fields.
Field Description Name Name of the dashboard in Platform Analytics. Select a different dashboard to replace the current one, or keep the existing selection. This field is required. Display Name Name that appears on the dashboard card in the library. Enter a name as per your requirements. Description (Optional) Description of the dashboard you want to add to the library. Enter a brief description of the dashboard with its purpose. Owner Displays the owner of the selected dashboard. This field is read-only. Updated by Displays the user who last updated the dashboard. This field is read-only. Updated on Displays the date when the dashboard was last updated. This field is read-only. Pin dashboard Select the check box to automatically pin the dashboard to the Pinned dashboards section after adding it to the library. -
Select Save to update the changes to the dashboard.
Changes are immediately visible to users in the dashboard library.
---
title: Edit a dashboard in the dashboard library
description: Edit an existing dashboard in the Related Dashboards page to update details such as the display name, description, or the associated dashboard itself.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/conversational-interfaces/virtual-agent/edit-a-dashboard-in-the-dashboard-library.html
release: australia
product: Virtual Agent
classification: virtual-agent
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Related dashboards page, Analyze and optimize, Virtual Agent, Conversational Interfaces]
---
# Edit a dashboard in the dashboard library
Edit an existing dashboard in the Related Dashboards page to update details such as the display name, description, or the associated dashboard itself.
## Before you begin
Role required: virtual\_agent\_admin
## About this task
You can edit an existing dashboard in the library to update its display name, description, or replace the dashboard with a different one. This allows you to swap out a dashboard without removing and re-adding it to the library. Editing a dashboard does not modify the underlying Platform Analytics dashboard content.
## Procedure
1. Navigate to **All** > **Assistant Designer** > **Analytics** and select Related Dashboards in the left navigation.
2. Locate the dashboard you want to edit and select **Edit** in the Actions menu.
\[Omitted image "NAinVA-assistant-designer-analytics-edit-dashboard.png"\] Alt text: Edit Dashboard modal in Dashboard Library
3. On the **Edit Dashboard** form, update the fields.
|Field|Description|
|-----|-----------|
|Name|Name of the dashboard in Platform Analytics. Select a different dashboard to replace the current one, or keep the existing selection. This field is required.|
|Display Name|Name that appears on the dashboard card in the library. Enter a name as per your requirements.|
|Description \(Optional\)|Description of the dashboard you want to add to the library. Enter a brief description of the dashboard with its purpose.|
|Owner|Displays the owner of the selected dashboard. This field is read-only.|
|Updated by|Displays the user who last updated the dashboard. This field is read-only.|
|Updated on|Displays the date when the dashboard was last updated. This field is read-only.|
|Pin dashboard|Select the check box to automatically pin the dashboard to the Pinned dashboards section after adding it to the library.|
4. Select **Save** to update the changes to the dashboard.
Changes are immediately visible to users in the dashboard library.
| title | Edit a dashboard in the dashboard library |
| description | Edit an existing dashboard in the Related Dashboards page to update details such as the display name, description, or the associated dashboard itself. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/conversational-interfaces/virtual-agent/edit-a-dashboard-in-the-dashboard-library.html |
| release | australia |
| product | Virtual Agent |
| classification | virtual-agent |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Related dashboards pageAnalyze and optimizeVirtual AgentConversational Interfaces |