> ## Documentation Index > Fetch the complete documentation index at: https://learn.kubit.ai/llms.txt > Use this file to discover all available pages before exploring further. # Dashboards > Create Kubit dashboards, add reports, rich text, images and videos, arrange them on a 12-column grid, and refresh, clone or delete them. A dashboard puts several reports on one page, next to text, images and videos. This page covers creating a dashboard, adding and removing content, the layout grid, editing the charts on it, and the dashboard settings (refresh, clone and delete). ## When to use | Use case | Example | | - | - | | Operational monitoring | KPIs for latency, error rate and throughput in one view, refreshed through the day | | Stakeholder reporting | A weekly summary of conversion funnels, retention curves and cost metrics for leadership | | Investigation hub | The reports about one feature launch or incident, grouped for a focused look | | Onboarding and documentation | Charts next to rich text and Loom walkthroughs, as a self-service analytics guide | | Scheduled delivery | A dashboard sent on a schedule, so stakeholders get updates without signing in | ## Create a dashboard Click **New Dashboard** on the **Dashboards** page. A new dashboard is named `Untitled Dashboard` and starts with an empty canvas. Rename it and add a description right away. You can also create a dashboard while you add a report to one. The **Add to Dashboard** dialog has a **New Dashboard** option that creates the dashboard and adds the report in one step. ![Dashboards page with the New Dashboard button highlighted in the top right, above a grid of recent dashboards.](https://mintcdn.com/kubit/9i8QHxqek50tMBGy/images/dashboards/new-dashboard.png?fit=max\&auto=format\&n=9i8QHxqek50tMBGy\&q=85\&s=2058141a7cf4c7d0c3d2338f05a3b286) ### MCP prompt examples > "Create a dashboard called Support agent health" > "Add my Sessions last 7 days report to the Support agent health dashboard" ## Add content A dashboard holds four types of content: reports, rich text, images and media embeds. In edit mode, the **+ Add Content** menu inserts content at any position in the grid. ### Reports A dashboard can show Query, Funnel, Retention, Path, Data Table and Significance reports. There are two ways to add one. | From | How | | - | - | | The report | Click **+ Add to Dashboard** in the report header. Pick an existing dashboard, or create a new one. | | The dashboard | Hover just below the description, click **+ Add Content** > **Existing Reports**, then search for the report and select it. | ![Report builder showing a stacked daily cost chart, with the Add to Dashboard button highlighted in the report header.](https://mintcdn.com/kubit/9i8QHxqek50tMBGy/images/dashboards/add-to-dashboard-from-report.png?fit=max\&auto=format\&n=9i8QHxqek50tMBGy\&q=85\&s=b5dd8cf9614f5955d0554c7d95d9c016) ![Dashboard in edit mode with the + button highlighted just below the dashboard description, where new content is inserted.](https://mintcdn.com/kubit/9i8QHxqek50tMBGy/images/dashboards/add-content-button.png?fit=max\&auto=format\&n=9i8QHxqek50tMBGy\&q=85\&s=c4d7cfb80fea286c5b9bf0a2d9df0f98) ### Rich text Rich text blocks hold context, notes, section headers or instructions. Click a block to edit it in place. Changes save when you click outside the block. | Feature | Details | | - | - | | Headings | H1, H2 and H3 | | Inline styles | Bold, italic and underline | | Text alignment | Left, center and right | | Highlighting | Background color | | Links | URLs that open in a new tab | | Lists | Ordered and unordered | | Typography | Quotes and dashes are converted to typographic ones as you type | ![Rich text block in edit mode with its formatting toolbar: bold, italic, underline, highlight, a Body style dropdown, alignment, lists, undo, divider, link and clear formatting.](https://mintcdn.com/kubit/9i8QHxqek50tMBGy/images/dashboards/rich-text-toolbar.png?fit=max\&auto=format\&n=9i8QHxqek50tMBGy\&q=85\&s=cb45d5962c5f347a2fd44142efa8e0ad) ### Images Upload an image file. Kubit stores it and shows it at the full width of its grid cell. Use images for screenshots, diagrams, architecture charts or branding. ### Media embeds Paste a video URL to embed a player in the cell. | Provider | URL pattern | | - | - | | YouTube | `https://www.youtube.com/` followed by the video path | | Loom | `https://www.loom.com/` followed by the video path | ### MCP prompt examples > "Add a text block above the charts on the Support agent health dashboard that explains what each section covers" ## Remove content To remove content, open the cell's options menu (the three-dot icon) and click **Delete From Dashboard**. The other cells in the row widen to fill the space, and empty rows are removed. ![A chart's options menu open on a dashboard, listing Rename Report, Save Changes, Rebuild, Export as CSV and Duplicate Report, with Delete from Dashboard highlighted.](https://mintcdn.com/kubit/9i8QHxqek50tMBGy/images/dashboards/delete-from-dashboard.png?fit=max\&auto=format\&n=9i8QHxqek50tMBGy\&q=85\&s=904739f9703b342e32d84286a871acad) ## Layout A dashboard is a 12-column grid. Content sits in rows, and each row holds up to **3** cells. The cells in a row share its 12 columns. ### Edit mode and view mode | Mode | What you can do | | - | - | | **Edit** | Drag cells to reorder them, resize columns and rows, add and remove content, edit rich text and rename the dashboard | | **View** | Read only. No editing controls are shown. | ### Drag and drop In edit mode, grab a cell by its drag handle and move it. A preview shows where it will land. A cell can move within its row or to another row. ### Resize | What | How | | - | - | | Column width | Drag the border between two cells left or right. The widths in a row always add up to 12 columns. | | Row height | Drag the bottom border of the row. This sets the row's minimum height. | ### Insert at a position The **+** buttons on row and column borders insert new content before, after or between cells. ## Edit and replace charts A chart on a dashboard is a read-only view of a saved report. To change its query, measures or settings, open the report in the report builder. Kubit asks before it replaces the chart on the dashboard, so a shared dashboard doesn't change by accident. ### How it works 1. Click the chart's title on the dashboard. The report opens in the report builder. 2. Make your changes and run the report again. 3. A banner reads `Your report has been re-executed, would you like to replace it in "{Dashboard Name}" dashboard?` 4. Click **Replace** to update the dashboard. Close the banner to keep the previous version. ![Report builder after a re-run, with the banner asking whether to replace the report in its dashboard and a Replace link highlighted.](https://mintcdn.com/kubit/9i8QHxqek50tMBGy/images/dashboards/replace-banner.png?fit=max\&auto=format\&n=9i8QHxqek50tMBGy\&q=85\&s=d4e5e652d20e41c14114d71aa0422411) ### Chart options Each chart cell has an options menu (the three-dot icon). Which actions you see depends on your permissions and the report's state. | Action | What it does | | - | - | | **Rename Report** | Changes the report's display name | | **Save Changes** | Saves changes to the report | | **Rebuild** | Runs the report again with its current parameters | | **Export as CSV** | Downloads the report's data | | **Duplicate Report** | Creates a copy of the report | | **Delete from Dashboard** | Removes the chart from this dashboard | ### MCP prompt examples > "Change the Sessions last 7 days report on the Support agent health dashboard to show the last 30 days" ## Dashboard settings The dashboard header has a refresh icon and an options menu (the three-dot icon) with **Clone This Dashboard** and **Delete Dashboard**. ![Dashboard header showing the last refresh time, the refresh icon and the options menu open with Clone This Dashboard and Delete Dashboard.](https://mintcdn.com/kubit/9i8QHxqek50tMBGy/images/dashboards/dashboard-options.png?fit=max\&auto=format\&n=9i8QHxqek50tMBGy\&q=85\&s=5a42593e0e83b2da326f860bfa149ec2) ### Refresh Click the refresh icon in the dashboard header to run every report on the dashboard again. The header shows when the dashboard was last refreshed. When an incremental schedule is on, an alarm icon appears next to that time. ### Clone **Clone This Dashboard** copies the whole dashboard: layout, reports and content. Enter a name and description for the copy. Kubit opens the copy when it's created. ### Delete **Delete Dashboard** removes the dashboard after you confirm. The confirmation warns that this can't be undone. If you delete the dashboard you're viewing, Kubit takes you back to the dashboard list. ### MCP prompt examples > "Clone the Support agent health dashboard as Support agent health (staging)" ## Related * [Reports overview](https://learn.kubit.ai/product-analytics/reports/overview.md): the report types you can add to a dashboard. * [Lumos](https://learn.kubit.ai/product-analytics/lumos.md): drill into a chart. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.