Dashboard is a powerful tool for visualizing and analyzing data, providing a comprehensive view of key metrics and performance indicators. Reports in the Dashboard application provide a dynamic and user-controlled experience for data analysis.
This page covers the essential steps involved in creating My Reports and dashboards, as well as using the prebuilt reports.
You can take a short eLearning 
that gives an overview of the Dashboard. This course also includes use cases for widgets and dashboards and how to create, edit, manage, share, project, and export dashboards.
Permissions
Dashboard Page Permissions
You must have these permissions to create dashboards:
If you cannot access Dashboard, check with your administrator. The administrator can find these permissions in CXone Mpower. Go to Admin > Security Settings > Roles and Permissions and select the role.
Reports Page Permissions
You must have these permissions:
-
Dashboard > Dashboard Templates > {report name} :On
-
Dashboard > Dashboards: View
-
Dashboard > Dashboards: Edit (optional)
If you cannot access the reporting templates or Dashboard, check with your administrator. The administrator can find these permissions in CXone Mpower. Go to Admin > Security Settings > Roles and Permissions and select the role.
Create a Dashboard
You can create your dashboards from the Dashboards page (Options 
) or the Manage Dashboards page.
To create a dashboard:
- Click the app selector
and select Dashboard 
. -
On the Manage Dashboard page, click New Dashboard.
-
Add a Dashboard Name. You can add a Description for the dashboard if you want.
-
Click Create.
Add Widgets to Dashboard
Adding widgets to your dashboard enables you to populate your view with the specific information and tools you need
On the blank Dashboard page, click Add Widget to choose the widgets you want to include in your dashboard. The widgets are divided by type and functionality. You can see widget tabs for the applications that you have access to. You can:
-
Click on a widget tab, and then drag and drop the widget to place it on your dashboard or you can double-click the widget to add it to your dashboard.
-
Click on Options
and then Settings 
to change the display name of the widget or double-click on the widget name to edit it.
As the dashboard owner, you can resize and move the widgets to optimize your view of the dashboard. Some widgets may also have data settings that you can configure.
Adding Global Filters and Configurations
You can apply global filters and configurations across all widgets in a dashboard. This means you can set filters or configurations once, and they will apply to every widget on that dashboard. This provides a quick and easy way to configure the entire dashboard with your desired filters, rather than having to adjust each widget.
For example, if you want to view data for a specific team or time range across your whole dashboard, you can set those filters globally. Then when you add any new widgets to the dashboard, those global filters are applied to the new widget as well. This helps you set up and maintain the same view across all your dashboard widgets.
Duplicate a Dashboard
Instead of creating a new dashboard, you can duplicate an existing one by clicking on Options . Search for a dashboard similar to what you are looking for, duplicate it, and save it with a different name.
View a Prebuilt Report
- Click the app selector and select Dashboard .
-
On the Prebuilt Reports tab, select the report you would like to run from the list.
The report is displayed. If you try to change its structure (for example, widget layout), you will be prompted to save the report to the My Reports tab.
Create My Report
- Click the app selector and select Dashboard .
-
Click Create My Report.
-
Select a prebuilt report as your starting point.
-
Enter a name in My Report Name. Add a Description if needed.
-
Click Create.
-
Add or remove widgets as needed and Click Save.
Your new report will appear on the My Reports tab.