--- title: "Create Dashboards" slug: "create-dashboards" updated: 2026-08-06T19:38:41Z published: 2026-08-06T19:38:41Z canonical: "support.whatfix.com/create-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. # Create Custom Dashboards in Analytics Dashboards help you visualize your data and help with reporting. Add contextual Trend Insights, Funnel Insights, User Journeys, or [Ask Whatfix AI-generated insights](/product-analytics/docs/ask-whatfix-ai) to your Dashboards. Create and customize Dashboards based on your business needs and use cases, and export them. Use the following steps to create your Dashboard: 1. On the [Whatfix Analytics dashboard](/product-analytics/docs/how-can-i-access-the-product-analytics-dashboard), click **Dashboards**. ![ia_left%20nav_dashboards](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_left%20nav_dashboards.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A22Z&se=2026-11-12T08%3A25%3A22Z&sr=c&sp=r&sig=aOiY7CdvZ0v5yJOd%2B6MNH27S7606UaPWqV1TKEwzVi0%3D) 1. Click **Create dashboard +**. ![create_dashboard](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/create_dashboard.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A22Z&se=2026-11-12T08%3A25%3A22Z&sr=c&sp=r&sig=aOiY7CdvZ0v5yJOd%2B6MNH27S7606UaPWqV1TKEwzVi0%3D) 2. Click the **Edit** icon to name the Dashboard. ![dashboard_name](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/dashboard_name.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A22Z&se=2026-11-12T08%3A25%3A22Z&sr=c&sp=r&sig=aOiY7CdvZ0v5yJOd%2B6MNH27S7606UaPWqV1TKEwzVi0%3D) Info The maximum character limit for the name of the Dashboard is 200 characters. Special characters and spaces are supported. 1. Enter a **Description** for the Dashboard. ![dashboard_new_description](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/dashboard_new_description.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A22Z&se=2026-11-12T08%3A25%3A22Z&sr=c&sp=r&sig=aOiY7CdvZ0v5yJOd%2B6MNH27S7606UaPWqV1TKEwzVi0%3D) Info The maximum character limit for the Description is 500 characters. This includes special characters and spaces. 1. Click **Add widget**. ![dashboard_new_add_widget.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/dashboard_new_add_widget.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A22Z&se=2026-11-12T08%3A25%3A22Z&sr=c&sp=r&sig=aOiY7CdvZ0v5yJOd%2B6MNH27S7606UaPWqV1TKEwzVi0%3D) Info Widget refers to the components you can add to a Dashboard. Currently, Whatfix enables you to add Insights and text. 1. In the **Add widgets** drawer, click **Existing insights**. ![dashboard_add_existing_insights](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/dashboard_add_existing_insights.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A22Z&se=2026-11-12T08%3A25%3A22Z&sr=c&sp=r&sig=aOiY7CdvZ0v5yJOd%2B6MNH27S7606UaPWqV1TKEwzVi0%3D) 2. Hover your cursor over the Insight or search for the Insight you want to add, and then click the **Add insight** icon. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/add_insight_to_dashboard.gif?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A22Z&se=2026-11-12T08%3A25%3A22Z&sr=c&sp=r&sig=aOiY7CdvZ0v5yJOd%2B6MNH27S7606UaPWqV1TKEwzVi0%3D) your title goes here Access Insights you want to add to the Dashboard by filtering them by **Creator** and **Insights Type**. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/filter_dashboards_by_creator_and_type.gif?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A22Z&se=2026-11-12T08%3A25%3A22Z&sr=c&sp=r&sig=aOiY7CdvZ0v5yJOd%2B6MNH27S7606UaPWqV1TKEwzVi0%3D) The insight gets added to the Dashboard. 1. Click **Add widget** and then follow Steps 6 and 7 to add more Insights. ![dashboard_add_more_widgets](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/dashboard_add_more_widgets.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A22Z&se=2026-11-12T08%3A25%3A22Z&sr=c&sp=r&sig=aOiY7CdvZ0v5yJOd%2B6MNH27S7606UaPWqV1TKEwzVi0%3D) Info - Alternatively, hover your cursor on the widget (Insight or text), and then click the **Add widget** icon on the resizing bar to add a new widget. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/add_widget_dashboards.gif?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A22Z&se=2026-11-12T08%3A25%3A22Z&sr=c&sp=r&sig=aOiY7CdvZ0v5yJOd%2B6MNH27S7606UaPWqV1TKEwzVi0%3D) - Whatfix enables you to use [Ask Whatfix AI](/product-analytics/docs/ask-whatfix-ai) to automatically generate Trend or Funnel Insights while creating or editing a Dashboard and add the generated Insight to the Dashboard. - Create and add a new Insight ([Trend insight](/product-analytics/docs/create-trend-insights), [Funnel insight](/product-analytics/docs/create-a-funnel), or [User journey](/product-analytics/docs/create-user-journey)) while creating or editing a Dashboard. ![create_add_new_ootb_insight.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/create_add_new_ootb_insight.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A22Z&se=2026-11-12T08%3A25%3A22Z&sr=c&sp=r&sig=aOiY7CdvZ0v5yJOd%2B6MNH27S7606UaPWqV1TKEwzVi0%3D) - Whatfix enables you to create multiple tabs in a particular Dashboard and organize Insights better. For more information, see [Add tabs in a Custom Dashboard](/product-analytics/docs/add-tabs-in-a-custom-dashboard). ![dashboards_add_new_dashboard_tab.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/dashboards_add_new_dashboard_tab.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A22Z&se=2026-11-12T08%3A25%3A22Z&sr=c&sp=r&sig=aOiY7CdvZ0v5yJOd%2B6MNH27S7606UaPWqV1TKEwzVi0%3D) 1. Click **Add widget**, and then click **Text**. ![dashboard_click_text](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/dashboard_click_text.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A22Z&se=2026-11-12T08%3A25%3A22Z&sr=c&sp=r&sig=aOiY7CdvZ0v5yJOd%2B6MNH27S7606UaPWqV1TKEwzVi0%3D) 2. Enter a text and description for the Insight. This enables stakeholders understand the Insight better. ![dashboard_text_component](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/dashboard_text_component.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A22Z&se=2026-11-12T08%3A25%3A22Z&sr=c&sp=r&sig=aOiY7CdvZ0v5yJOd%2B6MNH27S7606UaPWqV1TKEwzVi0%3D) Info - Add up to 20 Insights to a particular Dashboard, including new Insights created during the Dashboard creation. - Whatfix enables you to add the same Insight multiple times. - There is no limit on the number of text widgets you can add to a Dashboard. Note - Insights appear on the grid. ![dashboards_new_example.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/dashboards_new_example.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A22Z&se=2026-11-12T08%3A25%3A22Z&sr=c&sp=r&sig=aOiY7CdvZ0v5yJOd%2B6MNH27S7606UaPWqV1TKEwzVi0%3D) - By default, Insights load with the same data chart in which they are stored. - Click **Filter** to filter the Dashboards based on browser, country, and more. To filter data according to specific conditions, see [Use Filters in Dashboards](/product-analytics/docs/use-filters-in-dashboards). ![dashboards_new_filter.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/dashboards_new_filter.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A22Z&se=2026-11-12T08%3A25%3A22Z&sr=c&sp=r&sig=aOiY7CdvZ0v5yJOd%2B6MNH27S7606UaPWqV1TKEwzVi0%3D) - The badge indicates the number of filters added to the Dashboard. ![dashboard_filter_added.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/dashboard_filter_added.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A22Z&se=2026-11-12T08%3A25%3A22Z&sr=c&sp=r&sig=aOiY7CdvZ0v5yJOd%2B6MNH27S7606UaPWqV1TKEwzVi0%3D) Info: - To exclude specific filter values for which you don't require data, see [How can I exclude filter values in Product Analytics?](/product-analytics/docs/how-can-i-exclude-values-from-user-filters) - To exclude blank filter values from your data, see [How can I exclude blank filter values in Insights?](/product-analytics/docs/how-can-i-exclude-blank-filter-values-in-insights) 1. Click **Save**. ![dashboard_save_option](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/dashboard_save_option.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A22Z&se=2026-11-12T08%3A25%3A22Z&sr=c&sp=r&sig=aOiY7CdvZ0v5yJOd%2B6MNH27S7606UaPWqV1TKEwzVi0%3D) Info - Click the **Star** icon to mark your Dashboard as a favorite. Favorite Dashboards appear at the top of the list view, making them easier to access. ![dashboard_make_as_favorite](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/dashboard_make_as_favorite.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A22Z&se=2026-11-12T08%3A25%3A22Z&sr=c&sp=r&sig=aOiY7CdvZ0v5yJOd%2B6MNH27S7606UaPWqV1TKEwzVi0%3D) - Filter data based on Daily, Weekly, and Monthly timeframes. ![dashboards_dailyt_weekly_monthly](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/dashboards_dailyt_weekly_monthly.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A22Z&se=2026-11-12T08%3A25%3A22Z&sr=c&sp=r&sig=aOiY7CdvZ0v5yJOd%2B6MNH27S7606UaPWqV1TKEwzVi0%3D) - Click **Default** to view the Insights within the Dashboard loaded with the same date range in which they are stored. ![dashboards_new_default_date_filter.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/dashboards_new_default_date_filter.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A22Z&se=2026-11-12T08%3A25%3A22Z&sr=c&sp=r&sig=aOiY7CdvZ0v5yJOd%2B6MNH27S7606UaPWqV1TKEwzVi0%3D) - Click the **Calendar** icon to set a custom date range. ![dashboard_custom_date_range_new](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/dashboard_custom_date_range_new.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A22Z&se=2026-11-12T08%3A25%3A22Z&sr=c&sp=r&sig=aOiY7CdvZ0v5yJOd%2B6MNH27S7606UaPWqV1TKEwzVi0%3D) Dashboards provide various customization options such as adding filters, changing the chart type, and more. For more information, see [Customize Custom Dashboards](/product-analytics/docs/customize-custom-dashboards). ## Related - [Customize Custom Dashboards](/customize-custom-dashboards.md) - [Export Custom Dashboards](/export-custom-dashboards.md)