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You cancreate a Look, then create a dashboard from the Look.
To create a dashboard from a Look, follow these steps:
In the CCAI Platform portal, clickDashboard>Advanced
Reporting. If you don't see theDashboardmenu, expand the window
horizontally until theDashboardmenu appears. TheAdvanced Reporting
Landing Pageappears.
ClickOpen Folders. TheFolderspane appears.
Navigate to and then click the Look that you want to create a dashboard
from. The Look appears.
Hold the pointer over the Look. TheExplore
actionsicon appears.
ClickExplore
actions, and then clickSave>As a new dashboard.
TheSave as a new dashboardpage appears.
In theTitlefield, enter a name for your dashboard. This is also used
to name the metrics tile in your dashboard.
ForFolder, select the folder where you want to save your dashboard.
Optional: Click theFilterstab, and then choose the filters that you
want to include in your dashboard.
[[["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 2025-09-04 UTC."],[[["\u003cp\u003ePre-GA features are subject to the "Pre-GA Offerings Terms" and are available "as is" with potentially limited support.\u003c/p\u003e\n"],["\u003cp\u003eYou can create a dashboard from an existing Look by navigating to it through the CCAI Platform portal's Advanced Reporting section.\u003c/p\u003e\n"],["\u003cp\u003eCreating a dashboard from a Look involves clicking the "Explore actions" icon, selecting "Save as a new dashboard," and filling in the required details.\u003c/p\u003e\n"],["\u003cp\u003eAfter saving a dashboard from a Look, you can optionally view it immediately, add metrics tiles, or rename metrics tiles.\u003c/p\u003e\n"]]],[],null,["# Create a dashboard from a Look\n\nYou can [create a Look](/contact-center/ccai-platform/docs/dashboards-manage-looks#create-a-look), then create a dashboard from the Look.\n\nTo create a dashboard from 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. Navigate to and then click the Look that you want to create a dashboard\n from. 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 **Save** \\\u003e **As a new dashboard** .\n The **Save as a new dashboard** page appears.\n\n6. In the **Title** field, enter a name for your dashboard. This is also used\n to name the metrics tile in 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 the filters that you\n want to include in your dashboard.\n\n9. Click **Save**.\n\n10. Optional: Click **View dashboard**.\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 Folderspane appears.
Explore
actions
icon appears.