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4. Customising your dashboard layout

 Customising your dashboard layout
=================================

Updated 1 month ago · 3 min read

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The default dashboard is a starting point. You can add the widgets that matter to your team, remove the ones that do not, and arrange them so the important numbers are at the top.

The layout is shared. Each chatbot has one dashboard layout and everyone with access to that bot sees the same one, so moving or removing a widget changes it for your whole team, not just for you. Agree changes with the people who use the dashboard before you make them.

![The dashboard widget picker open, showing the list of available widgets that can be added](https://assist.knowledge.civ.io/storage/oZ3C0g7zt5RrQF0QfA6L4wWvxppQy89Mv3iTuSFC.png)

Add a widget
------------

1. Open your chatbot's **Report** page.
2. Click the **Add new widget** button, the plus icon at the top right.
3. Pick the widget you want from the **Select a widget type** list, adjust its settings if you need to, and click **Save**. The full set is described in [Reporting widget reference](/articles/reporting-widget-reference).
4. Click **Save changes** in the notice that appears at the top of the page.

Remove a widget
---------------

1. Find the widget on the dashboard.
2. Click the menu button in the widget's header and choose **Remove**.
3. Click **Save changes** in the notice at the top of the page.

Resize and reorder
------------------

Drag a widget by its header to move it. To resize one, click the menu button in its header, choose **Edit** and pick a **Size**, from a third of the page's width up to full width. Put the numbers you check most often at the top, where they are visible without scrolling.

Wider widgets suit charts, which need the horizontal room to be readable. Single numbers work well small, several across a row.

![A full-width Message activity chart widget on the dashboard, wide enough for the daily trend line and its axis labels to be read clearly](https://assist.knowledge.civ.io/storage/lUPwusv3jsTogi4pZCU1xfbv8TwE8bcmmZYu5Jg3.png)

Moving a widget shows the same notice as adding one: click **Save changes** to keep the new arrangement, or **Undo** to put it back.

![A widget grabbed by its header grip and dragged to a new position, the other widgets reflowing around it, then Save changes selected and the Report saved confirmation appearing](https://assist.knowledge.civ.io/storage/ooED4Y53mnHZo2xe777kEyJbtSana3vMDG7Hsx3W.gif)

Reset the layout to default
---------------------------

If the layout has been customised, a **Revert to default report** button appears in the toolbar at the top right of the **Report** page, next to **Add new widget**. Select it and confirm, and the dashboard returns to the default layout.

![The Report page toolbar, zooming in on the Revert to default report button so its position next to the other toolbar buttons is clear](https://assist.knowledge.civ.io/storage/ndaOA82sMIAa5HKspaW2Al3pYeVtOPp5davMytoI.gif)

Reverting discards every saved change: widgets added, removed, resized or moved. Because the layout is shared, it resets for your whole team, so agree it with them first, the same as any other layout change.

Nothing is lost
---------------

Changing the layout only changes what is displayed. It does not alter, delete or reset any underlying data. Remove a widget by mistake and you can add it straight back, with all its history intact.

That makes the layout safe to experiment with, as long as your colleagues know it is changing. Agree an arrangement, try it for a week, and adjust it if it does not suit how your team works.

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