# Dashboards

{% embed url="<https://www.loom.com/share/8e12b71c4490409c8849016ae689f3c5>" %}
Learn how to set up, add to and edit a dashboard.
{% endembed %}

<details>

<summary>Creating a dashboard</summary>

1. Click on "Dashboards" on the sidepanel
2. Click on "Add a new Dashboard" on the top right
3. Set a name and a description for your dashboard
4. You can now add widgets to your new dashboard by clicking into any Drivepoint report and adding a chart with configured filters through the + sign on the top left of the chart

</details>

<details>

<summary>Editing a dashboard</summary>

We created three global dashboards for all customers which you are unable to edit.&#x20;

To edit your own dashboards you will need to remove the current widget and re-add it with the new filters you set:

1. Click on the dashboard you would like to edit
2. Click on "Edit" on the top right
3. Click on the 🗑️ icon on the widget you would like to remove
4. Navigate to the report you would like to add to your dashboard
5. Configure the filters
6. Click on the + icon on the chart to add it to your dashboard

</details>

<details>

<summary>Configuring the appearance of a dashboard</summary>

1. Click on "Edit"
2. Move the widget with the center icon around the page
3. On the bottom left, expand the size of a chart
4. Click on "Save"

</details>

<details>

<summary>Deleting a dashboard</summary>

1. Click on "Dashboards" in the sidepanel
2. Click on the ... next to the dashboard
3. *Change the title or name of a dashboard or*
4. Delete a dashboard

</details>

## Questions?

{% content-ref url="/spaces/GWP01Uan8w7wePRkCAQS/pages/JIL9p5hP3IZ9pTXZcuqP" %}
[Contact Us](/help-1/contact-us.md)
{% endcontent-ref %}


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.drivepoint.io/using-the-web-app/dashboards.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.