--- title: "Rollup Dashboard settings" slug: "rollup-dashboard-settings" updated: 2026-10-15T00:32:58Z published: 2026-10-15T00:32:58Z canonical: "help.servicetitan.com/rollup-dashboard-settings" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Rollup Dashboard settings ## Overview Manage Rollup Dashboard settings, configure sharing and feature options, and rename, duplicate, or delete custom dashboards to maintain organized, controlled, and flexible reporting across your network. ## Rollup Dashboard settings To access Rollup Dashboard settings: 1. Click **Rollup Dashboards** in the main *Enterprise Hub Modules* screen.![Overview of Enterprise Hub modules including User Management and Rollup Dashboards.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/rollup-dashboard-settings-image-nw65nzz6.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A35%3A31Z&se=2026-10-31T02%3A35%3A31Z&sr=c&sp=r&sig=ZVvWB8B8AMFGgBOeaoCkVDIpxcMnvJqP14Q2HYBeyKA%3D) 2. The *Dashboard* page opens displaying the dashboard you have set to default. ![Dashboard displaying revenue, company metrics, and technician scorecards for performance analysis.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/rollup-dashboard-settings-image-526en9oa.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A35%3A31Z&se=2026-10-31T02%3A35%3A31Z&sr=c&sp=r&sig=ZVvWB8B8AMFGgBOeaoCkVDIpxcMnvJqP14Q2HYBeyKA%3D) 3. Click the **Settings** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A35%3A31Z&se=2026-10-31T02%3A35%3A31Z&sr=c&sp=r&sig=ZVvWB8B8AMFGgBOeaoCkVDIpxcMnvJqP14Q2HYBeyKA%3D). ![ServiceTitan dashboard showing navigation options and settings for user interface customization.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/rollup-dashboard-settings-image-m260h5qz.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A35%3A31Z&se=2026-10-31T02%3A35%3A31Z&sr=c&sp=r&sig=ZVvWB8B8AMFGgBOeaoCkVDIpxcMnvJqP14Q2HYBeyKA%3D)The *Rollup Dashboard* screen opens with the *Modular Dashboard Settings* options displayed. 4. Use the toggles to enable or disable the following Modular Dashboard settings: ![Settings for modular dashboard, including options for technician and marketing scorecards.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/rollup-dashboard-settings-image-ztki6vwu.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A35%3A31Z&se=2026-10-31T02%3A35%3A31Z&sr=c&sp=r&sig=ZVvWB8B8AMFGgBOeaoCkVDIpxcMnvJqP14Q2HYBeyKA%3D) 1. Exclude inactive divisions from the *Technician Scorecards* dropdown 2. Hide inactive campaigns from *Marketing Scorecards* 3. Show Nextsar Feature Gate Tab *Technician Scorecards* > [!NOTE] > **Note**: The first two settings are enabled by default. The Show Nextsar Feature Gate Tab setting is turned off by default. 5. To set Custom Dashboard settings, click the **Custom Dashboards** tab. The *Custom Dashboards* settings page opens listing the custom dashboards you have access to. ## Custom Dashboard sharing settings 1. For the custom dashboard whose sharing access you want to edit, click **Share Access** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-lock-outline.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A35%3A31Z&se=2026-10-31T02%3A35%3A31Z&sr=c&sp=r&sig=ZVvWB8B8AMFGgBOeaoCkVDIpxcMnvJqP14Q2HYBeyKA%3D). The *Share Access* window opens. ![List of members with access permissions displayed in a user interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/rollup-dashboard-settings-image-u6bu47wj.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A35%3A31Z&se=2026-10-31T02%3A35%3A31Z&sr=c&sp=r&sig=ZVvWB8B8AMFGgBOeaoCkVDIpxcMnvJqP14Q2HYBeyKA%3D) 2. For the individual you want to set access for, select an option to enable or disable it: ![Dropdown menu showing access levels: Can View, Can View & Edit, No Access.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/rollup-dashboard-settings-image-076kvx12.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A35%3A31Z&se=2026-10-31T02%3A35%3A31Z&sr=c&sp=r&sig=ZVvWB8B8AMFGgBOeaoCkVDIpxcMnvJqP14Q2HYBeyKA%3D) 1. **Can View**: Can view the custom dashboard 2. **Can View & Edit**: Can edit the custom dashboard 3. **No Access**: Can’t access the custom dashboard 3. When finished, click **Save**. ## Rename, duplicate, and delete custom dashboards 1. For the custom dashboard you want to edit, click an icon to perform an action: 1. To rename a dashboard: 1. Click **Settings** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A35%3A31Z&se=2026-10-31T02%3A35%3A31Z&sr=c&sp=r&sig=ZVvWB8B8AMFGgBOeaoCkVDIpxcMnvJqP14Q2HYBeyKA%3D). 2. On the *Dashboard Settings* pop-up that opens, use the **Name** field to rename the dashboard. ![Dashboard settings for Business Unit Performance, created by Armen, with save options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/rollup-dashboard-settings-image-rbo4pc23.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A35%3A31Z&se=2026-10-31T02%3A35%3A31Z&sr=c&sp=r&sig=ZVvWB8B8AMFGgBOeaoCkVDIpxcMnvJqP14Q2HYBeyKA%3D) 3. When finished, click **Save**. 2. To duplicate the dashboard: 1. Click **Duplicate** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-content-copy.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A35%3A31Z&se=2026-10-31T02%3A35%3A31Z&sr=c&sp=r&sig=ZVvWB8B8AMFGgBOeaoCkVDIpxcMnvJqP14Q2HYBeyKA%3D). The *Duplicate Dashboard* pop-up opens. 2. On the Duplicate Dashboard pop-up that opens, use the **Name** field to rename the duplicated dashboard. ![Dashboard duplication interface with options for naming and sharing settings.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/rollup-dashboard-settings-image-aiazzks7.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A35%3A31Z&se=2026-10-31T02%3A35%3A31Z&sr=c&sp=r&sig=ZVvWB8B8AMFGgBOeaoCkVDIpxcMnvJqP14Q2HYBeyKA%3D) 3. Select the **Share it with the same people** box if you want to share the dashboard with the same people who currently have access. 4. When finished, click **Save**. 3. To delete a dashboard: 1. Click **Delete**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-delete.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A35%3A31Z&se=2026-10-31T02%3A35%3A31Z&sr=c&sp=r&sig=ZVvWB8B8AMFGgBOeaoCkVDIpxcMnvJqP14Q2HYBeyKA%3D). 2. On the confirmation pop-up, click **Delete** to complete the action. ![Confirmation dialog asking to delete the dashboard with cancel and delete options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/rollup-dashboard-settings-image-2j8c1riq.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A35%3A31Z&se=2026-10-31T02%3A35%3A31Z&sr=c&sp=r&sig=ZVvWB8B8AMFGgBOeaoCkVDIpxcMnvJqP14Q2HYBeyKA%3D) ## Want to learn more? - Visit ServiceTitan Academy to enroll in [Modular Dashboard](https://servicetitan.docebosaas.com/academy/learn/courses/320/modular-dashboard) - See [Dashboard and Scorecards FAQ](/construction/docs/dashboards-and-scorecards-home#faq)