Stay organized with collections
Save and categorize content based on your preferences.
You can create a Look and then save the Look to an existing
dashboard. After you save a Look to a dashboard, edits to the Look aren't
reflected in the dashboard.
To save a Look to a dashboard, 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.
Navigate to and then click the Look that you want save to a dashboard. The
Look appears.
Hold the pointer over the Look. The Explore
actions icon appears.
Click Explore
actions, and then click Save>To an existing
dashboard. The Add to a Dashboard in this folder dialog appears.
Click the folder that contains the dashboard that you want to save the
Look to.
Click the dashboard that you want to save the Look to.
[[["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\u003ePre-GA features are subject to the "Pre-GA Offerings Terms" and are provided "as is" with potentially limited support.\u003c/p\u003e\n"],["\u003cp\u003eUsers can save a Look to an existing dashboard by navigating through the CCAI Platform portal and using the "Save to an existing dashboard" option.\u003c/p\u003e\n"],["\u003cp\u003eEdits made to a Look after it has been saved to a dashboard will not be reflected on the dashboard.\u003c/p\u003e\n"],["\u003cp\u003eThe process involves going through the CCAI platform portal, using the dashboard section, clicking on open folders, navigating to the desired look, clicking on the "Explore actions" icon, and then saving it.\u003c/p\u003e\n"],["\u003cp\u003eAfter saving a Look to a dashboard, users can further customize the dashboard by adding or renaming metric tiles.\u003c/p\u003e\n"]]],[],null,["# Save a Look to a dashboard\n\nYou can [create a Look](/contact-center/ccai-platform/docs/dashboards-create-look#create-a-look) and then save the Look to an existing\ndashboard. After you save a Look to a dashboard, edits to the Look aren't\nreflected in the dashboard.\n\nTo save a Look to a dashboard, 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. Navigate to and then click the Look that you want save to a dashboard. The\n 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 **Save** \\\u003e **To an existing\n dashboard** . The **Add to a Dashboard in this folder** dialog appears.\n\n6. Click the folder that contains the dashboard that you want to save the\n Look to.\n\n7. Click the dashboard that you want to save the Look to.\n\n8. Click **Save to Dashboard**.\n\n9. Optional: Click your dashboard to view it.\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
actions icon appears.