> ## Documentation Index
> Fetch the complete documentation index at: https://docs.zudo.so/llms.txt
> Use this file to discover all available pages before exploring further.

# Dashboards

> Group saved charts into shareable views for team reviews, QBRs, and monitoring.

A dashboard is a named collection of charts arranged in a resizable grid. Group related charts into a single view — a weekly team review, a QBR deck, or a personal health monitoring page.

<Note>
  Dashboards hold **snapshots** of charts. When you add a chart, its full configuration is copied at that moment. If you
  later edit the original saved chart, the dashboard copy stays as it was — so dashboards remain stable as you iterate
  on individual charts.
</Note>

## Capabilities

* **Mix object types** — combine account MRR charts, request trends, and task breakdowns on one dashboard
* **Custom layout** — drag and resize chart cards in the grid; layout changes save automatically
* **Personal or team scope** — keep a dashboard private or share it with your organization

## Creating a dashboard

<Steps>
  <Step title="Click + New Dashboard">
    In the dashboard tab bar at the top of the Custom Reporting page, click **+ New Dashboard**.
  </Step>

  <Step title="Name it">Enter a name — "Q2 Board Review", "Weekly Health Check", etc.</Step>

  <Step title="Choose scope">
    **Personal** keeps it visible only to you. **Team** makes it visible to everyone in your organization. Saved charts
    matching the scope are auto-added in a two-column layout.
  </Step>

  <Step title="Arrange">
    Drag cards to reorder. Drag the bottom-right corner to resize. Layout saves automatically.
  </Step>
</Steps>

## Adding charts

On any saved chart card, click **Add to dashboard** and select the target dashboard. The chart's current configuration is snapshotted into the dashboard.

## Deleting a dashboard

Click the **delete icon** on the dashboard tab and confirm. Only the dashboard is removed — all saved charts remain unaffected.