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You can create a dashboard from a metrics tile in an existing dashboard.
Before you begin
Find a dashboard that contains a metrics tile that you want to base your new
dashboard on. This can be one of the advanced reporting
dashboards that are included with Contact Center AI Platform (CCAI Platform)
or it can be a dashboard that you or a colleague created previously.
Procedure
To create a dashboard from an existing metrics tile, follow these steps:
In the CCAI Platform portal, click Dashboard > Advanced
Reporting. If you don't see the Dashboard menu, expand the window
horizontally until the Dashboard menu appears. The Advanced Reporting
Landing Page appears.
Do one of the following:
To start from a metrics tile in a CCAI Platform dashboard,
click a dashboard with a metrics tile that you want to base your new
dashboard on.
To start from a metrics tile in a user-created dashboard, do the
following:
Click Open
Folders. The Folders pane appears.
Navigate to and then click the dashboard with a metrics tile that
you want to base your new dashboard on.
Hold the pointer over the metrics tile that you want to base your new
dashboard on. The Explore from
here icon appears.
Click Explore
from here. The Explore page appears.
Optional: To customize the metrics tile in your new dashboard, make edits in
the Explore page.
Click Explore
actions, and then click Save>As a new dashboard.
The Save as a new dashboard dialog appears.
In the Title field, enter a name for your dashboard. This is also used
to name the metrics tile in your dashboard.
For Folder, select the folder where you want to save your dashboard.
Optional: Click the Filters tab, and then choose the filters that you
want to include in your dashboard.
Click Save.
Optional: Click View dashboard.
Your metrics tile has the same name as your new dashboard. You can rename the
metrics tile if it needs a more appropriate name.
[[["Easy to understand","easyToUnderstand","thumb-up"],["Solved my problem","solvedMyProblem","thumb-up"],["Other","otherUp","thumb-up"]],[["Hard to understand","hardToUnderstand","thumb-down"],["Incorrect information or sample code","incorrectInformationOrSampleCode","thumb-down"],["Missing the information/samples I need","missingTheInformationSamplesINeed","thumb-down"],["Other","otherDown","thumb-down"]],["Last updated 2025-08-25 UTC."],[[["\u003cp\u003eThis document describes how to create a new dashboard in CCAI Platform using an existing metrics tile as a starting point.\u003c/p\u003e\n"],["\u003cp\u003eThe process involves navigating to an existing dashboard, selecting a metrics tile, and using the "Explore from here" function to customize and save the new dashboard.\u003c/p\u003e\n"],["\u003cp\u003eUsers can choose to start from a pre-built CCAI Platform dashboard or a user-created dashboard.\u003c/p\u003e\n"],["\u003cp\u003eCustomization options include editing the metrics tile within the "Explore" page, assigning a name and folder for the new dashboard, and applying filters.\u003c/p\u003e\n"],["\u003cp\u003ePre-GA features are available "as is" and might have limited support.\u003c/p\u003e\n"]]],[],null,["# Create a dashboard from an existing metrics tile\n\nYou can create a dashboard from a metrics tile in an existing dashboard.\n\nBefore you begin\n----------------\n\nFind a dashboard that contains a metrics tile that you want to base your new\ndashboard on. This can be one of the [advanced reporting\ndashboards](/contact-center/ccai-platform/docs/dashboards-overview) that are included with Contact Center AI Platform (CCAI Platform)\nor it can be a dashboard that you or a colleague created previously.\n\nProcedure\n---------\n\nTo create a dashboard from an existing metrics tile, follow these steps:\n\n1. In the CCAI Platform portal, click **Dashboard \\\u003e Advanced\n Reporting** . If you don't see the **Dashboard** menu, expand the window\n horizontally until the **Dashboard** menu appears. The **Advanced Reporting\n Landing Page** appears.\n\n2. Do one of the following:\n\n - To start from a metrics tile in a CCAI Platform dashboard,\n click a dashboard with a metrics tile that you want to base your new\n dashboard on.\n\n - To start from a metrics tile in a user-created dashboard, do the\n following:\n\n 1. Click **Open\n Folders** . The **Folders** pane appears.\n\n 2. Navigate to and then click the dashboard with a metrics tile that\n you want to base your new dashboard on.\n\n3. Hold the pointer over the metrics tile that you want to base your new\n dashboard on. The **Explore from\n here** icon appears.\n\n4. Click **Explore\n from here** . The **Explore** page appears.\n\n5. Optional: To customize the metrics tile in your new dashboard, make edits in\n the **Explore** page.\n\n6. Click **Explore\n actions** , and then click **Save** \\\u003e **As a new dashboard** .\n The **Save as a new dashboard** dialog appears.\n\n7. In the **Title** field, enter a name for your dashboard. This is also used\n to name the metrics tile in your dashboard.\n\n8. For **Folder**, select the folder where you want to save your dashboard.\n\n9. Optional: Click the **Filters** tab, and then choose the filters that you\n want to include in your dashboard.\n\n10. Click **Save**.\n\n11. Optional: Click **View dashboard**.\n\nYour metrics tile has the same name as your new dashboard. You can [rename the\nmetrics](/contact-center/ccai-platform/docs/dashboards-rename-tile) tile if it needs a more appropriate name.\n\nWhat's next\n-----------\n\n- [Add metrics tiles to a dashboard](/contact-center/ccai-platform/docs/dashboards-add-tiles-to-dashboard)\n\n- [Rename a metrics tile](/contact-center/ccai-platform/docs/dashboards-rename-tile)"]]
Open
Folders. The Folders pane appears.
Explore from
here icon appears.