--- title: "Customize Custom Dashboards" slug: "customize-custom-dashboards" updated: 2026-08-13T14:30:34Z published: 2026-08-13T14:30:34Z canonical: "support.whatfix.com/customize-custom-dashboards" --- > ## Documentation Index > Fetch the complete documentation index at: https://support.whatfix.com/llms.txt > Use this file to discover all available pages before exploring further. # Customize Custom Dashboards Whatfix enables you to customize Dashboards based on your business needs and use cases, and export them. Some of these customization options are available on the edit mode of the Dashboard, while others don't require you to edit the Dashboard. The following are the available customization options: **Customize Dashboards** The following customizations are available for all Insights (Trends, Funnels, and User Journeys) and text added to Dashboards: - [View top metrics](/product-analytics/docs/customize-custom-dashboards#view-top-metrics) - [Drag and drop widgets](/product-analytics/docs/customize-custom-dashboards#drag-and-drop-widgets) - [Resize widgets](/product-analytics/docs/customize-custom-dashboards#resize-widgets) - [Duplicate widgets](/product-analytics/docs/customize-custom-dashboards#duplicate-widgets) - [Delete widgets](/product-analytics/docs/customize-custom-dashboards#delete-widgets) - [Open an insight](/product-analytics/docs/customize-custom-dashboards#open-an-insight) - [Download chart](/product-analytics/docs/customize-custom-dashboards#download-chart) - [Copy insight ID](/product-analytics/docs/customize-custom-dashboards#copy-insight-id) - [View insight description](/product-analytics/docs/customize-custom-dashboards#view-insight-description) > [!WARNING] > Note: > > You can customize your dashboard without entering the edit mode for actions like viewing top metrics, opening an insight, downloading a chart, copying the insight ID, and viewing the insight description. --- **View top metrics** Insights added to Dashboards display top metrics, such as Total events, Daily average of engagement, the top most engaged event, and more, enabling stakeholders to interpret the chart or graph correctly and view basic data points upfront. ![top_metrics_dashboards](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/top_metrics_dashboards.png?sv=2026-02-06&spr=https&st=2026-11-12T09%3A03%3A36Z&se=2026-11-12T10%3A03%3A36Z&sr=c&sp=r&sig=IjBQrzIg3NUCytW4igqy2vP%2FEgj7TsNcITnGhZCW3U8%3D) > [!WARNING] > Note: > > By default, Whatfix displays the top metrics on the Dashboard. Click **Hide Metrics** to remove them. ![dashboard_hide_metrics](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/dashboard_hide_metrics.png?sv=2026-02-06&spr=https&st=2026-11-12T09%3A03%3A36Z&se=2026-11-12T10%3A03%3A36Z&sr=c&sp=r&sig=IjBQrzIg3NUCytW4igqy2vP%2FEgj7TsNcITnGhZCW3U8%3D) --- **Drag and drop widgets** Use the drag handle to drag and drop widgets (Insights or text) anywhere across the grid. The position indicator (blue line) enables correct positioning of the widget on the grid. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/drag_drop_widgets_in_dashboards.gif?sv=2026-02-06&spr=https&st=2026-11-12T09%3A03%3A36Z&se=2026-11-12T10%3A03%3A36Z&sr=c&sp=r&sig=IjBQrzIg3NUCytW4igqy2vP%2FEgj7TsNcITnGhZCW3U8%3D) > [!WARNING] > Note: > > Up to four widgets can be positioned in a row. --- **Resize widgets** Use the resizing bar to increase or decrease the size of the widget (Insights or text). The snapping points (grey dots) that appear at the top help you position the widget correctly. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/resize_widgets_on_dashboards.gif?sv=2026-02-06&spr=https&st=2026-11-12T09%3A03%3A36Z&se=2026-11-12T10%3A03%3A36Z&sr=c&sp=r&sig=IjBQrzIg3NUCytW4igqy2vP%2FEgj7TsNcITnGhZCW3U8%3D) > [!WARNING] > Note: > > A row must contain at least two widgets to enable resizing. --- **Duplicate widgets** 1. On the widget (Insights or text), click the **Menu** icon. ![dashboards_click_menu_option](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/dashboards_click_menu_option.png?sv=2026-02-06&spr=https&st=2026-11-12T09%3A03%3A36Z&se=2026-11-12T10%3A03%3A36Z&sr=c&sp=r&sig=IjBQrzIg3NUCytW4igqy2vP%2FEgj7TsNcITnGhZCW3U8%3D) 2. Click **Duplicate** to create a copy of the widget. ![dashboards_click_duplicate](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/dashboards_click_duplicate.png?sv=2026-02-06&spr=https&st=2026-11-12T09%3A03%3A36Z&se=2026-11-12T10%3A03%3A36Z&sr=c&sp=r&sig=IjBQrzIg3NUCytW4igqy2vP%2FEgj7TsNcITnGhZCW3U8%3D) --- **Delete widgets** 1. On the widget (Insights or text), click the **Menu** icon. ![dashboards_click_menu_option](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/dashboards_click_menu_option.png?sv=2026-02-06&spr=https&st=2026-11-12T09%3A03%3A36Z&se=2026-11-12T10%3A03%3A36Z&sr=c&sp=r&sig=IjBQrzIg3NUCytW4igqy2vP%2FEgj7TsNcITnGhZCW3U8%3D) 2. Click **Delete** to remove the widget. ![dashboards_click_delete_widget](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/dashboards_click_delete_widget.png?sv=2026-02-06&spr=https&st=2026-11-12T09%3A03%3A36Z&se=2026-11-12T10%3A03%3A36Z&sr=c&sp=r&sig=IjBQrzIg3NUCytW4igqy2vP%2FEgj7TsNcITnGhZCW3U8%3D) > [!WARNING] > Note: > > Deleting an Insight on the Dashboard has no impact on the actual Insight. --- **Open an insight** Click the **Open insight** icon on the Insight to view the Insight added to the Dashboard. The Insight opens in a new page, and Whatfix enables you to make any changes to the Insight. Any changes made and saved to the Insight automatically update all Dashboards where the Insight is added. ![dashboard_click_open_insight_icon](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/dashboard_click_open_insight_icon.png?sv=2026-02-06&spr=https&st=2026-11-12T09%3A03%3A36Z&se=2026-11-12T10%3A03%3A36Z&sr=c&sp=r&sig=IjBQrzIg3NUCytW4igqy2vP%2FEgj7TsNcITnGhZCW3U8%3D) --- **Download chart** Whatfix enables you to download the Insights added to the Dashboard as a PNG. 1. On the Insight, click the **Menu** icon. ![dashboards_click_menu_option](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/dashboards_click_menu_option.png?sv=2026-02-06&spr=https&st=2026-11-12T09%3A03%3A36Z&se=2026-11-12T10%3A03%3A36Z&sr=c&sp=r&sig=IjBQrzIg3NUCytW4igqy2vP%2FEgj7TsNcITnGhZCW3U8%3D) 2. Click **Download chart** to download the chart. ![dashboards_download_chart_insights](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/dashboards_download_chart_insights.png?sv=2026-02-06&spr=https&st=2026-11-12T09%3A03%3A36Z&se=2026-11-12T10%3A03%3A36Z&sr=c&sp=r&sig=IjBQrzIg3NUCytW4igqy2vP%2FEgj7TsNcITnGhZCW3U8%3D) The insight is downloaded as a .png file to your local drive. --- **Copy insight ID** If you want to export Insights using an API, you must have the Insight ID. Whatfix enables you to copy the Insight ID from the Insights added to Dashboards. 1. On the Insight, click the **Menu** icon. ![dashboards_click_menu_option](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/dashboards_click_menu_option.png?sv=2026-02-06&spr=https&st=2026-11-12T09%3A03%3A36Z&se=2026-11-12T10%3A03%3A36Z&sr=c&sp=r&sig=IjBQrzIg3NUCytW4igqy2vP%2FEgj7TsNcITnGhZCW3U8%3D) 2. Click **Copy insight ID** to copy the insight ID. ![dashboards_click_copy_insight_id](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/dashboards_click_copy_insight_id.png?sv=2026-02-06&spr=https&st=2026-11-12T09%3A03%3A36Z&se=2026-11-12T10%3A03%3A36Z&sr=c&sp=r&sig=IjBQrzIg3NUCytW4igqy2vP%2FEgj7TsNcITnGhZCW3U8%3D) > [!WARNING] > Note: > > To know more about exporting Insights using API, contact [support@whatfix.com](mailto:support@whatfix.com?subject=Need%20more%20information%20on%20exporting%20insights%20using%20API&body=Hi%20team%2C%0A%0AI%20want%20to%20export%20insights%20using%20API.%20Please%20help.%0AENT%20ID%3A). --- **View insight description** Hover your cursor over the i icon on the Insight to view the Insight's description. The Insight's description enables stakeholders to understand the Insight's purpose and its relation to the Dashboard. ![view_insight_description_i_icon](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/view_insight_description_i_icon.png?sv=2026-02-06&spr=https&st=2026-11-12T09%3A03%3A36Z&se=2026-11-12T10%3A03%3A36Z&sr=c&sp=r&sig=IjBQrzIg3NUCytW4igqy2vP%2FEgj7TsNcITnGhZCW3U8%3D) --- The following customizations are available only for Trend Insights: - [Change the chart type for Trend Insights](/product-analytics/docs/customize-custom-dashboards#change-the-chart-type-for-trend-insights) - [View and apply filters](/product-analytics/docs/customize-custom-dashboards#view-and-apply-filters) > [!WARNING] > Note: > > Both customization options are available without entering the Dashboard's edit mode. **Change the chart type for Trend Insights** 1. On the Trend Insight, click the **Menu** icon. ![dashboards_click_menu_option](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/dashboards_click_menu_option.png?sv=2026-02-06&spr=https&st=2026-11-12T09%3A03%3A36Z&se=2026-11-12T10%3A03%3A36Z&sr=c&sp=r&sig=IjBQrzIg3NUCytW4igqy2vP%2FEgj7TsNcITnGhZCW3U8%3D) 2. Click **Chart type** and select the desired chart. ![dashboard_change_chart_type](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/dashboard_change_chart_type.png?sv=2026-02-06&spr=https&st=2026-11-12T09%3A03%3A36Z&se=2026-11-12T10%3A03%3A36Z&sr=c&sp=r&sig=IjBQrzIg3NUCytW4igqy2vP%2FEgj7TsNcITnGhZCW3U8%3D) --- **View and apply filters** You may have added [Event](/product-analytics/docs/event-filters-and-breakdown-in-trend-insights) or [User Filters](/product-analytics/docs/user-filters-in-insights) to your Trend Insight to drill down on the data. This Trend Insight may be added to a Dashboard for reporting. Whatfix enables your stakeholders to view the filters you've added and add their own filters. 1. On the Trend Insight, click the **Menu** icon. ![dashboards_menu_for_filter.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/dashboards_menu_for_filter.png?sv=2026-02-06&spr=https&st=2026-11-12T09%3A03%3A36Z&se=2026-11-12T10%3A03%3A36Z&sr=c&sp=r&sig=IjBQrzIg3NUCytW4igqy2vP%2FEgj7TsNcITnGhZCW3U8%3D) 2. Click **Filter**. ![cdashboards_click_filter.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/cdashboards_click_filter.png?sv=2026-02-06&spr=https&st=2026-11-12T09%3A03%3A36Z&se=2026-11-12T10%3A03%3A36Z&sr=c&sp=r&sig=IjBQrzIg3NUCytW4igqy2vP%2FEgj7TsNcITnGhZCW3U8%3D) The badge indicates the total number of filter values (both **Event Filters** and **User Filters**) added to the Insight. ![filters_added_to_dashboards.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/filters_added_to_dashboards.png?sv=2026-02-06&spr=https&st=2026-11-12T09%3A03%3A36Z&se=2026-11-12T10%3A03%3A36Z&sr=c&sp=r&sig=IjBQrzIg3NUCytW4igqy2vP%2FEgj7TsNcITnGhZCW3U8%3D) Click **Event Filters** or **User Filters**, to view the relevant filters added to the Insight. You can view: - The number of Event or User Filters added. - The values of the Event or User Filters by which the data is filtered. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/apply_filters_to_insights.gif?sv=2026-02-06&spr=https&st=2026-11-12T09%3A03%3A36Z&se=2026-11-12T10%3A03%3A36Z&sr=c&sp=r&sig=IjBQrzIg3NUCytW4igqy2vP%2FEgj7TsNcITnGhZCW3U8%3D) In the example, four Event Filters and two User Filters are applied on the **Any App Events** event. **Event Filter**: Event Type (Filtered for 4 events) **User Filter**: Browser (Filtered for chrome) and Country (Filtered for the United States) > [!WARNING] > Note: > > Whatfix enables you to apply more filters to the Insights added to Dashboards but you cannot save them to the Dashboard or export them. The additional Insight-level filters applied to Insights that are part of Dashboards remain view-only. **Customize the Table view for Trend Insights on Dashboards** The following customizations are available only for a Trend Insight visualized as a Table on Dashboards: - [Show or hide columns in the table](/product-analytics/docs/customize-custom-dashboards#show-or-hide-columns-in-the-table) - [Show a specific number of rows in the table per page](/product-analytics/docs/customize-custom-dashboards#show-a-specific-number-of-rows-in-the-table-per-page) - [Search](/product-analytics/docs/customize-custom-dashboards#search) - [Download table](/product-analytics/docs/customize-custom-dashboards#download-table) - [Pin or unpin columns](/product-analytics/docs/customize-custom-dashboards#pin-or-unpin-columns) - [Preserve sorting state](/product-analytics/docs/customize-custom-dashboards#preserve-sorting-state) ![dashboards_example_table](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/dashboards_example_table.png?sv=2026-02-06&spr=https&st=2026-11-12T09%3A03%3A36Z&se=2026-11-12T10%3A03%3A36Z&sr=c&sp=r&sig=IjBQrzIg3NUCytW4igqy2vP%2FEgj7TsNcITnGhZCW3U8%3D) > [!WARNING] > Note: > > The following customization options are available without entering the Dashboard's edit mode. --- **Show or hide columns in the table** The table view displays only specific columns as needed. By default, the **Date Breakdown** is not selected. Use the following steps to show or hide columns in the table: 1. On the Trend Insight, click the **Menu** icon. ![dashboard_click_menu_on_table](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/dashboard_click_menu_on_table.png?sv=2026-02-06&spr=https&st=2026-11-12T09%3A03%3A36Z&se=2026-11-12T10%3A03%3A36Z&sr=c&sp=r&sig=IjBQrzIg3NUCytW4igqy2vP%2FEgj7TsNcITnGhZCW3U8%3D) 2. Click **Columns in table**. ![dashboards_click_columns_in_table](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/dashboards_click_columns_in_table.png?sv=2026-02-06&spr=https&st=2026-11-12T09%3A03%3A36Z&se=2026-11-12T10%3A03%3A36Z&sr=c&sp=r&sig=IjBQrzIg3NUCytW4igqy2vP%2FEgj7TsNcITnGhZCW3U8%3D) 3. Select or clear the columns that you require. ![dashboards_select_the_columns_in_table](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/dashboards_select_the_columns_in_table.png?sv=2026-02-06&spr=https&st=2026-11-12T09%3A03%3A36Z&se=2026-11-12T10%3A03%3A36Z&sr=c&sp=r&sig=IjBQrzIg3NUCytW4igqy2vP%2FEgj7TsNcITnGhZCW3U8%3D) --- **Show a specific number of rows in the table per page** The table view displays a specific number of rows. Use the following steps to show a specific number of rows in the table: 1. On the Trend Insight, go to the **Page size** dropdown. ![dashboard_page_size](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/dashboard_page_size.png?sv=2026-02-06&spr=https&st=2026-11-12T09%3A03%3A36Z&se=2026-11-12T10%3A03%3A36Z&sr=c&sp=r&sig=IjBQrzIg3NUCytW4igqy2vP%2FEgj7TsNcITnGhZCW3U8%3D) 2. Select the number of rows to display on a particular page. ![dashboard_rows_on_page](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/dashboard_rows_on_page.png?sv=2026-02-06&spr=https&st=2026-11-12T09%3A03%3A36Z&se=2026-11-12T10%3A03%3A36Z&sr=c&sp=r&sig=IjBQrzIg3NUCytW4igqy2vP%2FEgj7TsNcITnGhZCW3U8%3D) --- **Search** Search for specific values in the table. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/search_for_value_in_table_dashboards.gif?sv=2026-02-06&spr=https&st=2026-11-12T09%3A03%3A36Z&se=2026-11-12T10%3A03%3A36Z&sr=c&sp=r&sig=IjBQrzIg3NUCytW4igqy2vP%2FEgj7TsNcITnGhZCW3U8%3D) > [!NOTE] > Info: > > Click the **Clear** icon to remove the search term. ![clear_search_value](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clear_search_value.png?sv=2026-02-06&spr=https&st=2026-11-12T09%3A03%3A36Z&se=2026-11-12T10%3A03%3A36Z&sr=c&sp=r&sig=IjBQrzIg3NUCytW4igqy2vP%2FEgj7TsNcITnGhZCW3U8%3D) --- **Download table** 1. On the Trend Insight, click the **Menu** icon. ![dashboard_click_menu_on_table](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/dashboard_click_menu_on_table.png?sv=2026-02-06&spr=https&st=2026-11-12T09%3A03%3A36Z&se=2026-11-12T10%3A03%3A36Z&sr=c&sp=r&sig=IjBQrzIg3NUCytW4igqy2vP%2FEgj7TsNcITnGhZCW3U8%3D) 2. Click **Download table**. ![dashboards_download_table_date_trends](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/dashboards_download_table_date_trends.png?sv=2026-02-06&spr=https&st=2026-11-12T09%3A03%3A36Z&se=2026-11-12T10%3A03%3A36Z&sr=c&sp=r&sig=IjBQrzIg3NUCytW4igqy2vP%2FEgj7TsNcITnGhZCW3U8%3D) 3. Select the required download option. ![download_table_in_dashboard.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/download_table_in_dashboard.png?sv=2026-02-06&spr=https&st=2026-11-12T09%3A03%3A36Z&se=2026-11-12T10%3A03%3A36Z&sr=c&sp=r&sig=IjBQrzIg3NUCytW4igqy2vP%2FEgj7TsNcITnGhZCW3U8%3D) > [!NOTE] > Info: > > - **Current Page Data**: The report is downloaded as a CSV file to your local drive. > - **Detailed insight data**: The report is sent to your email as a ZIP file, which you can download and extract. For more information, see [Download Trend Insights](/product-analytics/docs/download-trend-insights). --- **Pin or unpin columns** Specific columns in the table view can be pinned or unpinned as needed. Drag and drop the column to pin it, and repeat the process to unpin the column. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/dashboards_pin_unpin_column_types.gif?sv=2026-02-06&spr=https&st=2026-11-12T09%3A03%3A36Z&se=2026-11-12T10%3A03%3A36Z&sr=c&sp=r&sig=IjBQrzIg3NUCytW4igqy2vP%2FEgj7TsNcITnGhZCW3U8%3D) --- **Preserve sorting state** When sorting the columns in the table and saving the Dashboard, the changes remain retained in the Dashboard. > [!WARNING] > Note: > > You need to be in the edit mode of the Dashboard to save the sorting state.