Adding and arranging dashboard components

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Important: This article covers the new dashboard builder, released in November 2024. The legacy dashboard builder will remain available until June 2026. If you’re using the legacy dashboard builder and need help, see About the legacy dashboard builder.

After you create a dashboard, you can add reports, filters, and text to it. Anything you add to your dashboard is called a component (formerly known as a widget). Components help you build unique dashboards and give your agents the flexibility to analyze data exactly how they want.

You can only add components to custom dashboards (see Creating dashboards) or cloned prebuilt dashboards (see Cloning dashboards).

For help customizing components after you've added them, see Customizing dashboards.

This article contains the following topics:

• Adding dashboard components
• Arranging dashboard components

Adding dashboard components

You can add three types of component: static, interactive, and live data (if you have Explore Enterprise).

• Static components, such as reports and text, don't affect report results or how users interact with your dashboard.

  See Adding reports to dashboards.

• Interactive components let users specify which report results to view and how to view them. Viewers can also change a report's attributes and filter results.

  See Adding interactive dashboard components.

• Live data components (available with Explore Enterprise) enable you to add live data to your dashboards, which update in near real-time.

  See Adding live data and live filter components to dashboards.

You can add different component types to the same dashboard, but interactive components might require additional configuration steps.

To add a component

1. Create a new dashboard or open an existing one and click Edit.
2. In the dashboard builder, click + in the right-hand toolbar.

   

3. In the Add to dashboard panel, click the component you want to add. The component is added to your dashboard.

Arranging dashboard components

You can arrange components by dragging and dropping them anywhere in the dashboard. You can also drag the corners of a component to change its size.

If you add several widgets to your dashboard, the following features can help you align your widgets:

• Placement grid: When you move your dashboard components, they will automatically snap to the grid to help align them.
• Layout: From this menu, you can choose how components will be arranged on the dashboard or select Place anywhere to organize the dashboard how you want. Regardless of this setting, you cannot move components so that they overlap.