• Get Started With Video Training
    • Getting Started
      • Tutorials
        • Improving Agent Performance
          • Building Reports & Dashboards
            • Building a Category
              • Embed Creovai training within your learning management system
              • Creovai Glossary
                • Services & Support Documents
                  • Support
                    • Services
                      • Conversation Intelligence
                        • Agent Assist
                      • Search & Browse
                        • Overview
                          • Interaction results
                          • Customer Interactions
                            • Custom Scores
                              • Overview
                                • Interaction Timeline
                                  • Transcript & interaction details
                                    • Composite Interactions
                                    • Reports
                                      • Reporting Overview
                                        • Create and modify a report
                                          • Manage reports
                                            • Graphing basics to get you started
                                              • Graphing customization and advanced options
                                                • Notifications
                                                • Dashboards
                                                  • What's new?
                                                    • Share dashboards as emails
                                                      • Sharing dashboards
                                                        • Overview
                                                          • Manage dashboards
                                                            • Customize dashboards
                                                            • Folders
                                                              • Overview
                                                                • Create and modify a folder
                                                                  • Manage folders
                                                                  • Categories
                                                                    • Overview
                                                                      • Building a category
                                                                        • Category groups
                                                                        • Labels
                                                                          • Overview
                                                                            • Manage labels
                                                                            • Evaluations
                                                                              • What's new?
                                                                                • Overview
                                                                                • Agent Guidance
                                                                                  • Agent Guidance User Guides
                                                                                    • Scripting
                                                                                    • Coaching
                                                                                      • Overview
                                                                                        • Features
                                                                                        • Inbound Integrations
                                                                                          • Overview
                                                                                            • Cloud integrations
                                                                                              • Recording platform integrations
                                                                                              • Connect Apps & Services
                                                                                                • Qualtrics
                                                                                                  • Salesforce
                                                                                                    • SFTP
                                                                                                    • Settings
                                                                                                      • Preferences
                                                                                                        • Profile
                                                                                                          • Access & security
                                                                                                            • Distribution lists
                                                                                                            • About Creovai
                                                                                                              • Creovai overview
                                                                                                                • Feature spotlight
                                                                                                                • APIs
                                                                                                                  • Account Adminstration
                                                                                                                    • Account Administration
                                                                                                                      • Overview
                                                                                                                        • External Sharing
                                                                                                                          • Configure access & security
                                                                                                                            • Manage users
                                                                                                                              • Manage user groups
                                                                                                                                • Manage agents
                                                                                                                                  • Manage agent groups
                                                                                                                                    • Manage agent sources
                                                                                                                                      • Reporting
                                                                                                                                    • D5 Deployment
                                                                                                                                      Knowledge Center
                                                                                                                                        • Get Started With Video Training
                                                                                                                                          • Getting Started
                                                                                                                                            • Tutorials
                                                                                                                                              • Improving Agent Performance
                                                                                                                                                • Building Reports & Dashboards
                                                                                                                                                  • Building a Category
                                                                                                                                                    • Embed Creovai training within your learning management system
                                                                                                                                                    • Creovai Glossary
                                                                                                                                                      • Services & Support Documents
                                                                                                                                                        • Support
                                                                                                                                                          • Services
                                                                                                                                                            • Conversation Intelligence
                                                                                                                                                              • Agent Assist
                                                                                                                                                            • Search & Browse
                                                                                                                                                              • Overview
                                                                                                                                                                • Interaction results
                                                                                                                                                                • Customer Interactions
                                                                                                                                                                  • Custom Scores
                                                                                                                                                                    • Overview
                                                                                                                                                                      • Interaction Timeline
                                                                                                                                                                        • Transcript & interaction details
                                                                                                                                                                          • Composite Interactions
                                                                                                                                                                          • Reports
                                                                                                                                                                            • Reporting Overview
                                                                                                                                                                              • Create and modify a report
                                                                                                                                                                                • Manage reports
                                                                                                                                                                                  • Graphing basics to get you started
                                                                                                                                                                                    • Graphing customization and advanced options
                                                                                                                                                                                      • Notifications
                                                                                                                                                                                      • Dashboards
                                                                                                                                                                                        • What's new?
                                                                                                                                                                                          • Share dashboards as emails
                                                                                                                                                                                            • Sharing dashboards
                                                                                                                                                                                              • Overview
                                                                                                                                                                                                • Manage dashboards
                                                                                                                                                                                                  • Customize dashboards
                                                                                                                                                                                                  • Folders
                                                                                                                                                                                                    • Overview
                                                                                                                                                                                                      • Create and modify a folder
                                                                                                                                                                                                        • Manage folders
                                                                                                                                                                                                        • Categories
                                                                                                                                                                                                          • Overview
                                                                                                                                                                                                            • Building a category
                                                                                                                                                                                                              • Category groups
                                                                                                                                                                                                              • Labels
                                                                                                                                                                                                                • Overview
                                                                                                                                                                                                                  • Manage labels
                                                                                                                                                                                                                  • Evaluations
                                                                                                                                                                                                                    • What's new?
                                                                                                                                                                                                                      • Overview
                                                                                                                                                                                                                      • Agent Guidance
                                                                                                                                                                                                                        • Agent Guidance User Guides
                                                                                                                                                                                                                          • Scripting
                                                                                                                                                                                                                          • Coaching
                                                                                                                                                                                                                            • Overview
                                                                                                                                                                                                                              • Features
                                                                                                                                                                                                                              • Inbound Integrations
                                                                                                                                                                                                                                • Overview
                                                                                                                                                                                                                                  • Cloud integrations
                                                                                                                                                                                                                                    • Recording platform integrations
                                                                                                                                                                                                                                    • Connect Apps & Services
                                                                                                                                                                                                                                      • Qualtrics
                                                                                                                                                                                                                                        • Salesforce
                                                                                                                                                                                                                                          • SFTP
                                                                                                                                                                                                                                          • Settings
                                                                                                                                                                                                                                            • Preferences
                                                                                                                                                                                                                                              • Profile
                                                                                                                                                                                                                                                • Access & security
                                                                                                                                                                                                                                                  • Distribution lists
                                                                                                                                                                                                                                                  • About Creovai
                                                                                                                                                                                                                                                    • Creovai overview
                                                                                                                                                                                                                                                      • Feature spotlight
                                                                                                                                                                                                                                                      • APIs
                                                                                                                                                                                                                                                        • Account Adminstration
                                                                                                                                                                                                                                                          • Account Administration
                                                                                                                                                                                                                                                            • Overview
                                                                                                                                                                                                                                                              • External Sharing
                                                                                                                                                                                                                                                                • Configure access & security
                                                                                                                                                                                                                                                                  • Manage users
                                                                                                                                                                                                                                                                    • Manage user groups
                                                                                                                                                                                                                                                                      • Manage agents
                                                                                                                                                                                                                                                                        • Manage agent groups
                                                                                                                                                                                                                                                                          • Manage agent sources
                                                                                                                                                                                                                                                                            • Reporting
                                                                                                                                                                                                                                                                          • D5 Deployment
                                                                                                                                                                                                                                                                            1. Home
                                                                                                                                                                                                                                                                            2. Dashboards

                                                                                                                                                                                                                                                                            Dashboards


                                                                                                                                                                                                                                                                            What's new?

                                                                                                                                                                                                                                                                            Apply filters to a dashboard
                                                                                                                                                                                                                                                                            Link to a dashboard from a report or text tile

                                                                                                                                                                                                                                                                            Share dashboards as emails

                                                                                                                                                                                                                                                                            Add a condition to scheduled dashboard emails
                                                                                                                                                                                                                                                                            Share dashboards as one-time emails
                                                                                                                                                                                                                                                                            Share dashboards as scheduled emails

                                                                                                                                                                                                                                                                            Sharing dashboards

                                                                                                                                                                                                                                                                            Sharing a dashboard

                                                                                                                                                                                                                                                                            Overview

                                                                                                                                                                                                                                                                            What are dashboards?
                                                                                                                                                                                                                                                                            What are reports?

                                                                                                                                                                                                                                                                            Manage dashboards

                                                                                                                                                                                                                                                                            Adding a new dashboard
                                                                                                                                                                                                                                                                            Renaming a dashboard
                                                                                                                                                                                                                                                                            Adding a dashboard to a folder
                                                                                                                                                                                                                                                                            Removing a dashboard from a folder
                                                                                                                                                                                                                                                                            Copying a dashboard
                                                                                                                                                                                                                                                                            Deleting a dashboard
                                                                                                                                                                                                                                                                            Finding where a dashboard is

                                                                                                                                                                                                                                                                            Customize dashboards

                                                                                                                                                                                                                                                                            Report instance filter settings
                                                                                                                                                                                                                                                                            Formatting using markdown syntax
                                                                                                                                                                                                                                                                            Rearranging reports on a dashboard
                                                                                                                                                                                                                                                                            Resizing reports on a dashboard
                                                                                                                                                                                                                                                                            Knowledge Center