Stay organized with collections
Save and categorize content based on your preferences.
A Look is a saved query that can be displayed in a metrics tile in a dashboard.
You can organize Looks in folders for quick access by yourself and other team
members. After creating a Look, you can Create a dashboard from a
Look.
Create a Look
The easiest way to create a Look is to copy it from a metrics tile in a
dashboard.
To create a Look, 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.
Click a dashboard that contains a tile that you want to create a Look from.
The dashboard appears.
Hold the pointer over the tile that you want to create a Look from. The Explore from
here icon appears.
Click Explore from
here. The Explore window appears.
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.
For Folder, select the folder where you want to save your dashboard.
Optional: Click the Filters tab, and then choose which filters that you
want to include in your dashboard.
Click Save.
Optional: View dashboard.
Edit a Look
To edit a Look, 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.
Click Open Folders. The
Folders pane appears.
Click the Look that you want to edit. The Look appears.
Hold the pointer over the Look. The Explore
actions icon appears.
Click Explore
actions, and then click Edit. The Edit Look page appears.
Edit your Look and then click Save. Your edited Look appears.
Delete a Look
To delete a Look, 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.
Click Open Folders. The
Folders pane appears.
Click the folder that contains the Look that you want to delete.
Next to the Look that you want to delete, click more_vertMore Actions, and then click
Move to trash. The Move to trash pane appears.
[[["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\u003eLooks are saved queries displayed in dashboard metrics tiles and can be organized into folders for easy access.\u003c/p\u003e\n"],["\u003cp\u003eThe easiest way to create a Look is by copying it from an existing metrics tile within a dashboard, through an exploration action.\u003c/p\u003e\n"],["\u003cp\u003eLooks can be edited by navigating to the specific Look in the folders, clicking the Explore action icon, and selecting the edit option.\u003c/p\u003e\n"],["\u003cp\u003eLooks can be deleted by accessing the folder containing the Look, selecting the "More Actions" menu, and moving it to the trash.\u003c/p\u003e\n"],["\u003cp\u003ePre-GA features like this Look functionality are available "as is" with potentially limited support, and they are subjected to the "Pre-GA Offerings Terms".\u003c/p\u003e\n"]]],[],null,["# Manage Looks\n\nA Look is a saved query that can be displayed in a metrics tile in a dashboard.\nYou can organize Looks in folders for quick access by yourself and other team\nmembers. After creating a Look, you can [Create a dashboard from a\nLook](/contact-center/ccai-platform/docs/dashboards-create-dashboard-from-look).\n\nCreate a Look\n-------------\n\nThe easiest way to create a Look is to copy it from a metrics tile in a\ndashboard.\n\nTo create a Look, 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. Click a dashboard that contains a tile that you want to create a Look from.\n The dashboard appears.\n\n3. Hold the pointer over the tile that you want to create a Look from. The **Explore from\n here** icon appears.\n\n4. Click **Explore from\n here** . The **Explore** window appears.\n\n5. Click **Explore\n actions** , and then click **Save** \\\u003e **As a new dashboard** .\n The **Save as a new dashboard** dialog appears.\n\n6. In the **Title** field, enter a name for your dashboard.\n\n7. For **Folder**, select the folder where you want to save your dashboard.\n\n8. Optional: Click the **Filters** tab, and then choose which filters that you\n want to include in your dashboard.\n\n9. Click **Save**.\n\n10. Optional: **View dashboard**.\n\nEdit a Look\n-----------\n\nTo edit a Look, 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. Click **Open Folders** . The\n **Folders** pane appears.\n\n3. Click the Look that you want to edit. The Look appears.\n\n4. Hold the pointer over the Look. The **Explore\n actions** icon appears.\n\n5. Click **Explore\n actions** , and then click **Edit** . The **Edit Look** page appears.\n\n6. Edit your Look and then click **Save**. Your edited Look appears.\n\nDelete a Look\n-------------\n\nTo delete a Look, 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. Click **Open Folders** . The\n **Folders** pane appears.\n\n3. Click the folder that contains the Look that you want to delete.\n\n4. Next to the Look that you want to delete, click more_vert **More Actions** , and then click\n **Move to trash** . The **Move to trash** pane appears.\n\n5. Click **Move to trash**.\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)"]]