---
title: "Custom dashboards and widgets"
description: >-
  Create, organize, and share custom Kapptivate dashboards with widgets,
  collections, and secure public links for any audience.
sidebarTitle: "Dashboards"
lastUpdated: "2026-09-23"
---

> **For AI agents:** the complete documentation index is at [llms.txt](/llms.txt). Append `.md` to any page URL for its markdown version.

The same monitoring data answers different questions for different people: an executive wants a weekly service health view, an engineer wants error counts per test. Dashboards let you compose exactly the view each audience needs and keep it one click away. They live in the **Analytics** area, alongside [tests metrics](/analytics/tests-metrics), [email reports](/analytics/mail-reports), and [exports](/analytics/exports).

![The Dashboards tab of the Analytics area, with collection folders, the dashboard list with source tags and favorites, and the Create buttons](/images/analytics-dashboards.webp)

## The dashboards list

The Dashboards tab lists every dashboard in the workspace:

- **Name**, with a star to mark favorites; favorites sort to the top and are saved in your preferences.
- **Source**: colored tags showing which products feed the dashboard (or "All products").
- **Last update**: when it was last modified, as a relative time.
- **Creator**: who owns it.

Search dashboards by name with the search bar. Collection folders sit above the list, with **Trash**, **Create collection**, and **+ Create dashboard** in the top right.

## Organize with collections

Collections are folders that group related dashboards by team, project, or purpose. Click **Create collection** to add one, open a folder card to browse it, and use **Move dashboard** from a row's menu to file a dashboard into a collection.

Deleted dashboards go to the **Trash** collection, where they can be restored or permanently deleted.

## Row actions

Each dashboard row has a menu with:

- **Edit**: open the dashboard in edit mode.
- **Put in favorites / Remove from favorites**: toggle the star.
- **Lock**: prevent accidental edits; locked dashboards show a lock icon.
- **Duplicate**: copy the dashboard as a starting point.
- **Move dashboard**: file it into a collection.
- **Share public link**: open the sharing dialog.
- **Delete**: move it to the trash.

## Create a dashboard

<Note>
If you only need per-monitor analytics, [Tests metrics](/analytics/tests-metrics) already provides a ready-made dashboard for every monitor, with no setup.
</Note>

Click **+ Create dashboard**, then give it a **Dashboard name** and select the **Bucket** that supplies its data. Open **Options** for advanced settings, then click **Add**.

The dashboard opens in edit mode, where you compose it from widgets:

- **Widget types**: Title, Counter, Pie, Area range, Line / Bar, Percentage area, Histogram, Table, and Custom Display, all available from the toolbar.
- **Edit-mode bar**: set the aggregation interval, timezone, and time range (for example "Past 48h (Realtime)"), toggle the legend, then **Save** or **Cancel**.
- **Variables**: create text fields, dropdowns, or multi-select lists so viewers can filter the data dynamically; every widget using a variable updates when its value changes.

## Share a dashboard

Share a dashboard with people who don't have a Kapptivate account. Choose **Share public link** from the row menu:

- **Public link**: set a password (at least 8 characters, required), then click **Generate share link** and send the link yourself.
- **Send by email**: enter the recipient's address and the password, and Kapptivate sends the protected link directly.

Visitors get a read-only view; see [Public dashboards](/analytics/public-dashboards) for what they can and can't do.
