---
title: "Custom dashboards in native statistics"
description: "How to build your own dashboard from ready-made native statistics cards: tabs, card order and size, filters, exports, the View and Save rights, and building a dashboard with the Instance Agent."
---

# Custom dashboards in native statistics

On the **Custom dashboards** tab you build a dashboard from ready-made native statistics cards: only the metrics you need, on several tabs and in the order you want. The dashboard has the same filters as native statistics, and tables export to CSV/XLSX the same way.

## When to use this

- You need one page with key numbers from different native statistics tabs: requests, Fastline, quality, operators.
- A manager or analyst needs a fixed set of metrics without extra cards.
- You need to give a role access to a few metrics instead of all of native statistics.
- You want the Instance Agent to build a dashboard from a text description.

## What to know

- **The feature is enabled separately for each instance.** It needs native statistics. If you do not see **Custom dashboards**, contact your administrator or ConnectiveOne support.
- **A dashboard is made of ready-made native statistics cards only.** Your own queries, text blocks and headings on the canvas are not supported yet.
- **A card on a dashboard is a link to a native statistics card**, not a copy. Its numbers, formulas and look are the same as on the native tab with the same filters.
- **You can put the same card on several tabs.**
- **Everyone with the View right sees all custom dashboards of the instance.** There are no rights for a single dashboard.
- **The Custom boards tab (Metabase) does not change** and works as before. Custom dashboards is a separate section.
- **Limits:** dashboard name up to 120 characters, tab name up to 60, up to 20 tabs per dashboard, up to 40 cards per tab.

## Access rights

An administrator grants the rights in **Settings → Roles → Statistics**, row **Custom dashboards**. The role also needs access to the Statistics module.

| Right | What it gives |
|-------|---------------|
| **View** | Open saved dashboards, change filters, export tables. Only the data of cards placed on saved dashboards is visible |
| **Save** | Everything View gives, plus creating, editing, renaming and deleting dashboards |

Both rights are off by default.

> **Before you grant Save, keep in mind:** an editor sees the catalog of all ready-made native statistics cards and can open the data of any of them. By putting a card on a dashboard, the editor opens its data to everyone with View. Native statistics data is not limited by role, skill group or operator.

<!-- screenshot: Settings → Roles → Statistics, the Custom dashboards row with the View and Save columns -->

## Before you start

- [x] Native statistics and custom dashboards are enabled on your instance.
- [x] Your role has **Save** in the Custom dashboards row (to create and edit) or **View** (to view only).

## Steps: create a dashboard

1. Open **Menu → Statistics → Custom dashboards**.
2. Click **Create dashboard** (when there are no dashboards yet) or **New dashboard**.
3. Enter a name, for example «Chat statistics», and confirm. The dashboard is created with one tab, «Tab 1», and opens in edit mode.
4. To rename a tab, click the pencil next to its name.
5. Click **+ Cards**. The catalog of ready-made cards opens on the right, grouped by native statistics tabs (Requests, Fastline, Service quality, …).
6. Find cards by name, tick them and click **Add (n)**. The cards are added to the end of the active tab.
7. To add another tab, click **+ Tab** and repeat steps 4–6.
8. Click **Save**.

<!-- screenshot: edit mode — Save / Cancel / + Cards / + Tab, the card catalog open with search and checkboxes -->

<!-- video: building the «Chat statistics» dashboard with four tabs — to be added by the demo -->

## Steps: change card order and size

1. Open the dashboard and click **Edit**.
2. To change the order, drag a card by its handle to a new place. Tabs can be dragged too.
3. To change the size, open the size menu on the card:
   - width: **¼**, **⅓**, **½**, **⅔** or **full**;
   - height: **XS**, **S**, **M**, **L**, **XL** or **XXL**. XS and S suit single-number cards.
4. To remove a card from the tab, click **✕** on it. To delete a tab, click **✕** next to its name. If the tab has cards, you are asked to confirm.
5. Click **Save**.

A new card gets the size closest to its size in native statistics.

<!-- screenshot: the card size menu with width and height options -->

<!-- video: dragging a card and changing its size — GIF to be added by the demo -->

## Steps: view a dashboard and apply filters

1. Open **Menu → Statistics → Custom dashboards**.
2. Pick a dashboard in the list at the top and the tab you need.
3. In the filter panel, set the period, time zone and other filters and click **Apply**. The panel shows only the filters used by the cards of the active tab.
4. To export a table, click the export button on the card and choose CSV or XLSX.

Custom dashboard filters are remembered separately from native statistics filters.

<!-- screenshot: a dashboard in view mode — dashboard picker, tabs, filter panel and cards on the canvas -->

## Build a dashboard with the Instance Agent

The Instance Agent can build a dashboard from a text description, for example: «Build a dashboard "Quality" with a tab "CSAT and FCR": CSAT, FCR 24 and FCR 48».

1. The agent finds the cards in the catalog of ready-made cards.
2. Before creating the dashboard, the agent shows a consent card. The dashboard appears only after you confirm.
3. The agent answers with a link to the new dashboard.

The agent acts with your rights: without Save it cannot create a dashboard or add cards.

<!-- screenshot: the Instance Agent consent card for creating a dashboard and the answer with a link -->

## What happens next

- Everyone with View sees the saved dashboard right away.
- If a card is later removed from native statistics or disabled on the instance, a grey «Card unavailable» tile takes its place. In edit mode you can remove it with ✕.

## How to check it worked

- Reload the page: tabs, card order and sizes are the same as you saved them.
- Compare the number on a dashboard card with the same card on the native tab with the same filters. The numbers must match.

## Possible issues

| What you see | What to do |
|--------------|------------|
| «You have unsaved changes. Leave without saving?» | You are leaving the page in edit mode. Cancel and click Save, or confirm if you do not need the changes |
| «Someone else has just changed this dashboard. Reload the page to see their version» | Someone saved this dashboard before you. Your changes stay on screen until you reload. Note them, reload the page and repeat |
| No Custom dashboards item | The feature is not enabled on the instance, or your role has neither View nor Save. Contact your administrator |
| No Edit and New dashboard buttons | Your role has View only |

## Related

- [How to apply report filters](/en/statistics/how-to/apply-report-filters.md)
- [How to export statistics data](/en/statistics/how-to/export-statistics-data.md)
- [Statistics metrics reference](/en/statistics/reference/statistics-metrics.md)
- [View Metabase dashboards](/en/statistics/how-to/view-dashboards.md)