Skip to main content
Custom dashboards are a powerful feature of Insights that let you build exactly the dashboard that you want to see. You can also schedule reports to be sent based on a custom dashboard.

​
Creating a custom dashboard

To create a new custom dashboard, go to the Insights homepage, and click Create dashboard in the top right.
The Create dashboard button on the Insights homepage, with its dropdown open to show Create organization-wide dashboard
Your new dashboard opens straight away in edit mode. Click its name in the header to rename it, and click Save changes when you’re done. On Enterprise plans, Create dashboard makes a personal dashboard, which only appears in your own dashboard list. To make a dashboard for everyone, open the dropdown next to the button and click Create organization-wide dashboard.

​
Adding panels

When you create a dashboard, the Add to dashboard sidebar opens. It has three tabs:
  • Panels: choose a chart type, or Text for headings and commentary.
  • Templates: start from a pre-built chart.
  • Sections: add a new section with a layout of your choice.
The Add to dashboard sidebar on the Panels tab, listing Text and chart types such as Bar, Stacked bar, Line and Horizontal bar
For a chart, choose what you want to chart, such as Incidents or Alerts, then what you want to measure. The chart appears on your dashboard, and the Edit panel sidebar opens so you can change its title, grouping and display. See supported measures for every measure you can chart.
The Templates tab of the Add to dashboard sidebar, with a template search and pre-built charts such as Total incidents by severity
To add more panels later, open a panel’s ⋯ menu in edit mode and use Add panel to place one to the left, right, above or below it.

​
Filtering the whole dashboard

You can add filters to the dashboard, and they will affect all panels on the dashboard. For example, you can filter so that you only see data for major incidents by using the Filter button in the header bar:
The dashboard header Filter popover set to Severity is one of Major
Filters you add in edit mode are saved with the dashboard. Filters you add while viewing aren’t saved. Click Reset to go back to the saved ones.

​
Filtering a section

If you want to filter every panel in one section, click the section’s title in edit mode to open the Edit section sidebar, then click Add filter under Filters:
The Edit section sidebar for an Incident volume section, with a filter of Severity is Major under Filters
The filters you add to a section apply on top of the filters that are added to the whole dashboard. If the section and the dashboard both filter on the same field, the section’s filter wins for that section.

​
Filtering a panel

If you want to filter just a single panel in a custom dashboard, click the panel in edit mode to open the Edit panel sidebar, then click Add filter under Filters:
The Filters area of the Edit panel sidebar, with a filter of Incident Type is Build failures
The filters you add to a panel apply on top of the filters on its section and the whole dashboard. If more than one of them filters on the same field, the panel’s filter wins, then the section’s.

​
Sections and layout

A dashboard is made up of sections. Each section has a title, an optional description, and one or more rows of panels. To add a section, open the Sections tab of the Add to dashboard sidebar and choose a layout, such as 2 columns, Left sidebar or 2 x 2.
The Sections tab of the Add to dashboard sidebar, showing layouts such as 2 columns, 3 columns, 4 columns, Left sidebar, Right sidebar and Wide centre
In edit mode, click a section’s title to open the Edit section sidebar. You can change the title and description there, and add section filters. Drag a section by its handle to move it.

​
Date range and comparison

Use the date picker in the header to set the dashboard’s time period. Choose a preset such as Last 4 weeks, Last 12 weeks or Last 3 months, or set your own range. Time interval sets how much time each point on a chart covers: Daily, Weekly, Monthly or Quarterly. Weeks start on Monday. Turn on Compare with previous period to show each chart twice: the previous period on the left, and the current period on the right. The previous period is the same length as the current one. If your period is whole calendar months, the previous period is the same number of whole months.
A chart shown twice with Compare with previous period turned on, with the previous 12 weeks on the left and the current 12 weeks on the right
As with filters, date changes you make in edit mode are saved with the dashboard. Changes you make while viewing aren’t, and Reset takes you back to the saved settings. If you see Include private data in the header, turn it on to add private data you have access to. Private incidents you can see are included. Private alerts and escalations are only included if you can manage private incidents, alerts and escalations. The toggle only changes what you see, and scheduled reports never include private data.

​
Viewing underlying data

Open a chart’s ⋯ menu for more options:
  • View underlying data opens a drawer listing the records behind the chart, such as incidents, alerts or pages. Use the export button at the top of the drawer to download them as a CSV, up to 10,000 rows. This isn’t available for on-call readiness charts.
  • Export CSV downloads the numbers the chart shows.
  • Add to dashboard copies the chart to another dashboard, or to a new one.
  • View full screen shows the chart on its own.
The Underlying data drawer for a Number of incidents over time chart, listing incidents with their severity and when they were reported
To share a single chart, click Copy link to panel in its header.

​
Adding panels from core dashboards

On a core dashboard, open a panel’s ⋯ menu and choose Add to dashboard to copy it to a new or existing custom dashboard. The copy keeps the filters you’ve applied on the core dashboard. Add to dashboard isn’t available while you’re viewing sample data, or when you’ve set the core dashboard to match any of two or more filters.

​
Sharing and organizing dashboards

Organization-wide dashboards are listed for everyone on the All tab of the Insights homepage. On Enterprise plans, you can also have personal dashboards, which are listed only for you on the Mine tab. Personal dashboards aren’t private: anyone with the link can open one. Open a dashboard’s ⋯ menu, in the list or on the dashboard itself, to manage it:
The Custom dashboards list with All and Mine tabs, and a dashboard's menu open showing Add to favorites, Schedule report, Duplicate, Move to your dashboards and Delete
  • Add to favorites puts the dashboard at the top of your list. Favorites are personal to you.
  • Duplicate makes a copy. On Enterprise plans, the copy is a personal dashboard.
  • Move to your dashboards makes an organization-wide dashboard personal, and Move to your organization’s dashboards makes a personal one organization-wide. Only the person who created a dashboard can move it. You can’t make a dashboard personal while it has a scheduled report.
  • Delete removes the dashboard and its scheduled reports.

​
Permissions and limits

  • Viewing Insights needs the View Insights permission. Creating, editing and deleting custom dashboards needs Manage custom dashboards. Set both in Settings → Users → Roles.
  • Custom dashboards are available on Pro and Enterprise plans. Pro plans can have up to 3, and Enterprise plans have no limit. Every custom dashboard in your organization counts, including other people’s personal dashboards.
  • Only the creator of a personal dashboard can edit, move or delete it. Anyone else can duplicate it.
  • A dashboard can hold up to 75 charts.
  • Scheduled reports only work on organization-wide dashboards.
  • If someone else saves a dashboard while you’re editing it, you’ll need to reload before you can save your changes.