--- title: "Dashboard" slug: "dashboard-1" updated: 2024-09-03T13:30:58Z published: 2024-09-03T13:30:58Z canonical: "help.csgi.com/dashboard-1" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.csgi.com/docs/llms.txt > Use this file to discover all available pages before exploring further. # Dashboard When you create a dashboard, your dashboard will be initially empty. The next step is to add widgets, or visualizations, to your dashboard to make it meaningful. 1. To create a new dashboard, click **MANAGE DASHBOARDS,** located at the bottom left side pane. A **Manage Dashboards** dialog will appear. ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Screenshot%202023-12-24%20at%2010.21.27%E2%80%AFPM(2).png?sv=2026-02-06&spr=https&st=2026-10-26T13%3A25%3A48Z&se=2026-10-26T14%3A25%3A48Z&sr=c&sp=r&sig=p9Kpj9I1cDAvwFjS1BQ4hj7EQ4Sh0QrxzZUVqBTyzR4%3D) 2. Click **Add a Dashboard**. 3. Enter a name for the new dashboard. This name will appear at the top of the dashboard and in the dashboard list. 4. Click **DONE**. You are then automatically guided through the process of creating your first dashboard widget. Journey Summary Documentation has been added. --- ## Creating new dashboard 1. Select the newly created dashboard from the left side pane. ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Screenshot%202023-12-24%20at%2010.57.31%E2%80%AFPM.png?sv=2026-02-06&spr=https&st=2026-10-26T13%3A25%3A48Z&se=2026-10-26T14%3A25%3A48Z&sr=c&sp=r&sig=p9Kpj9I1cDAvwFjS1BQ4hj7EQ4Sh0QrxzZUVqBTyzR4%3D) 2. Click **EDIT DASHBOARD** to configure the newly created dashboard. ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Screenshot%202023-12-24%20at%2011.09.50%E2%80%AFPM.png?sv=2026-02-06&spr=https&st=2026-10-26T13%3A25%3A48Z&se=2026-10-26T14%3A25%3A48Z&sr=c&sp=r&sig=p9Kpj9I1cDAvwFjS1BQ4hj7EQ4Sh0QrxzZUVqBTyzR4%3D) 3. You can utilize the following features by simply dragging and dropping them inside the dashboard: - **Header**: Create a heading for the dashboard or individual pages. - **Layout**: Choose the layout for the page. - **Cards**: Add existing cards or create new ones. - **Image**: Easily incorporate images. - **Text**: Add text elements using this feature. - **App**: Integrate system-predefined apps. - **Border**: Include borders between pages, cards, images, headers, apps, and text. 4. Here, you can add an existing card or create a new card directly on the dashboard. Before creating a card, you can assign a user to handle the card configuration. Click **Assign Card Creation** to designate a user for this task. ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Screenshot%202023-12-24%20at%2011.19.29%E2%80%AFPM(2).png?sv=2026-02-06&spr=https&st=2026-10-26T13%3A25%3A48Z&se=2026-10-26T14%3A25%3A48Z&sr=c&sp=r&sig=p9Kpj9I1cDAvwFjS1BQ4hj7EQ4Sh0QrxzZUVqBTyzR4%3D) 5. Enter a username and select the user from the list that appears. 6. Provide a name for the newly created card. 7. Add a description in the optional message field and click **Assign if required**. ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Screenshot%202023-12-24%20at%2011.49.23%E2%80%AFPM.png?sv=2026-02-06&spr=https&st=2026-10-26T13%3A25%3A48Z&se=2026-10-26T14%3A25%3A48Z&sr=c&sp=r&sig=p9Kpj9I1cDAvwFjS1BQ4hj7EQ4Sh0QrxzZUVqBTyzR4%3D) ### Adding existing card Here, you can add an existing card to the dashboard by searching for it in the database. - Select **Add Existing Card** from the **ADD CONTENT** dropdown to add the card. Search for the desired card and select it; the card will be automatically displayed on the dashboard. ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/ScreenRecorderProject13.gif?sv=2026-02-06&spr=https&st=2026-10-26T13%3A25%3A48Z&se=2026-10-26T14%3A25%3A48Z&sr=c&sp=r&sig=p9Kpj9I1cDAvwFjS1BQ4hj7EQ4Sh0QrxzZUVqBTyzR4%3D) ### Creating new card 1. Select **Create new Card** from the **ADD CONTENT** dropdown to add the new card. 2. Select **Visualization** from the list of card types. ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Screenshot%202023-12-25%20at%201.35.00%E2%80%AFAM.png?sv=2026-02-06&spr=https&st=2026-10-26T13%3A25%3A48Z&se=2026-10-26T14%3A25%3A48Z&sr=c&sp=r&sig=p9Kpj9I1cDAvwFjS1BQ4hj7EQ4Sh0QrxzZUVqBTyzR4%3D) 3. Select Existing Data. ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Screenshot%202023-12-25%20at%201.35.27%E2%80%AFAM.png?sv=2026-02-06&spr=https&st=2026-10-26T13%3A25%3A48Z&se=2026-10-26T14%3A25%3A48Z&sr=c&sp=r&sig=p9Kpj9I1cDAvwFjS1BQ4hj7EQ4Sh0QrxzZUVqBTyzR4%3D) 4. Choose the required dataset from the list and click **CHOOSE DATASET**. ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Screenshot%202023-12-25%20at%201.33.07%E2%80%AFAM.png?sv=2026-02-06&spr=https&st=2026-10-26T13%3A25%3A48Z&se=2026-10-26T14%3A25%3A48Z&sr=c&sp=r&sig=p9Kpj9I1cDAvwFjS1BQ4hj7EQ4Sh0QrxzZUVqBTyzR4%3D) 5. Choose the required chart type from the right-hand side pane. 6. Click **SAVE**. ### Adding filter Dashboard owners, users with an **admin default** security role, and users with a custom role with the **Manage pages grant enabled** can control whether Page Filters are available on a dashboard, allow users to add new filters, and hide the filter icon on their cards. 1. Click on the **Filter** icon on the dashboard's top right-hand corner. ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Screenshot%202023-12-25%20at%2012.28.42%E2%80%AFAM.png?sv=2026-02-06&spr=https&st=2026-10-26T13%3A25%3A48Z&se=2026-10-26T14%3A25%3A48Z&sr=c&sp=r&sig=p9Kpj9I1cDAvwFjS1BQ4hj7EQ4Sh0QrxzZUVqBTyzR4%3D) 2. The filter row is currently visible. Click on the **+** icon to add the necessary filter from the dataset list; ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Screenshot%202023-12-25%20at%2012.40.27%E2%80%AFAM.png?sv=2026-02-06&spr=https&st=2026-10-26T13%3A25%3A48Z&se=2026-10-26T14%3A25%3A48Z&sr=c&sp=r&sig=p9Kpj9I1cDAvwFjS1BQ4hj7EQ4Sh0QrxzZUVqBTyzR4%3D) 3. Choose the required dataset and value. You can add multiple dataset filters. 4. Click **Save Filters** to save the filter view. All the saved filter views are accessible under the **FILTER VIEWS** dropdown. After modifying the filter view, you can update the existing filter view or create a new filter view. #### Date Range You can use dynamic date range Filters to adjust the date range window for all the Cards on a Page. These Filters can be saved and used as the default for all users on a Page. 1. Choose dynamic date range Filters in the **Choose Date** menu in the gray filter bar at the top of a Page. 2. Select a date from the **Date Range** category. 3. Choose the data granularity, specifying whether you want to view the data by minute, hour, day, week, month, quarter, or year on the graph from the **Graph By** category. --- ### Related Pages: - [Dashboard](/v1/docs/dashboard-1) - [Manage Dashboard](/v1/docs/manage-dashboard) - [Creating an Alert](/v1/docs/alerts) - [Sharing Dashboards](/v1/docs/sharing-dashboard)