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You cancreate a Lookand then link the Look to one or more
existing dashboards. After you link a Look to one or more dashboards, any edits
that you make to the Look are reflected in the dashboards. You might need to
refresh your browser to see the update.
To link a Look to a dashboard, 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 link to a dashboard.
The Look appears.
Hold the pointer over the Look. TheExplore
actionsicon appears.
ClickExplore
actions, and then clickSave>To an existing
dashboard. TheAdd to a Dashboard in this folderdialog appears.
Click the folder that contains the dashboard that you want to link the
Look to.
Click the dashboard that you want to link 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 2025-09-04 UTC."],[[["\u003cp\u003eThis feature is in a pre-general availability (Pre-GA) stage, meaning it is subject to specific terms and may have limited support, as detailed in the Service Specific Terms.\u003c/p\u003e\n"],["\u003cp\u003eYou can link a Look to one or more existing dashboards, and any edits made to the Look will be reflected in the linked dashboards after refreshing your browser.\u003c/p\u003e\n"],["\u003cp\u003eTo link a Look to a dashboard, both must reside within the same folder in the CCAI Platform portal.\u003c/p\u003e\n"],["\u003cp\u003eThe process of linking a Look to a dashboard involves navigating to the Look, accessing the "Explore actions" menu, and selecting the target dashboard within the same folder.\u003c/p\u003e\n"],["\u003cp\u003eAfter linking, you have the option to view the dashboard directly and can proceed with additional actions like adding metrics tiles or renaming tiles.\u003c/p\u003e\n"]]],[],null,["# Link a Look to a dashboard\n\nYou can [create a Look](/contact-center/ccai-platform/docs/dashboards-create-look#create-a-look) and then link the Look to one or more\nexisting dashboards. After you link a Look to one or more dashboards, any edits\nthat you make to the Look are reflected in the dashboards. You might need to\nrefresh your browser to see the update.\n| **Important:** To link a Look to a dashboard, the Look and the dashboard must be in the same folder.\n\nTo save a Look to a dashboard without linking it, see [Save a Look to a\ndashboard](/contact-center/ccai-platform/docs/dashboards-save-look).\n\nTo link 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.\n\n The **Advanced Reporting Landing Page** appears.\n2. Click **Open Folders** . The\n **Folders** pane appears.\n\n3. Navigate to and then click the Look that you want to link to a dashboard.\n 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 **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 link the\n Look to.\n\n7. Click the dashboard that you want to link the Look to.\n\n8. Click **Add Look 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 Folderspane appears.
Explore
actions
icon appears.