Dashboards
Create custom dashboards with the charts most relevant to your user profile or specific needs.
Here you create custom data visualizations by combining different metric charts from digital service.
Unlike the dashboards here that display all available charts, here you build dashboards focused only on the indicators you actually need to track, optimizing your analysis and productivity.
How to Access
Access: Service / Digital Service / My Dashboards / Dashboards, as shown in Figure 1:
Figure 1: Dashboards Home Page.
Why Use Custom Dashboards
Focus on the essentials View only the charts that matter for your role, improving focus.
Speed in analysis Faster, more direct analysis.
More efficient decision making Objective information and faster diagnosis and action.
Specific profiles Each user with access only to the metrics relevant to their profile.
Creating a Custom Dashboard
Step 1: Start Creation
On the Dashboards main page, click the New
You will be directed to the Add Dashboard
See in the Figure 2:
Figure 2: Dashboard Creation Screen.
Step 2: Name the Dashboard
In the Namefield, enter a descriptive title for your dashboard, as shown in Figure 3:
Figure 3: Naming the Dashboard.
Naming best practices:
Use names that clearly identify the purpose
Indicate the target audience if it will be shared by more than one user
Step 3: Add Charts
In the CHARTSsection, you will see fields to select the charts you want to include, as shown in Figure 4:
Figure 4: Add Charts.
How to add:
Click the first field Chart
A dropdown menu will open with all available charts
Select the desired chart
Click the + button (in purple) and the charts will be added to the dashboard
To add more charts, select again in the Chart (as in step one) and click the + (purple) again
Repeat the process for each additional chart
Step 4: Save the Dashboard
After naming and selecting all charts, don’t forget to confirm. See in Figure 5:
Figure 5: Save the Dashboard.
Click the Confirm button at the bottom
The dashboard will be saved and can be edited or deleted on the Dashboards main page
You can view the charts of created dashboards by accessing them in My Dashboards after Link User to Dashboard
Important: A dashboard must have at least 1 chart selected to be saved.
Available Actions
After we add the charts, we have the following actions available, as shown in Figure 6:
Figure 6: Available Actions
1 - Order
Arrows to define the sequence in which the charts appear.
Up arrow: Moves the row with up to two charts up in the order
Down arrow: Moves the row with up to two charts down in the order
2 - Delete
Deletes a row with up to two charts.
Important Rule: Single Charts
Each chart can appear only once per dashboard.
If you try to add the same chart more than once, the system will display the error:
You cannot add two identical charts in the same row
Figure 7: Error when attempting to duplicate a chart.
Solution: Select different charts for each field. If you need to monitor the same metric in different contexts, create separate dashboards.
Related Pages
The Dashboards feature is related to two other important pages:
Displays dashboards linked to the user. It is a personal and individual view.
Access: Service / Digital Service / My Dashboards
Allows assigning specific dashboards to users, ensuring each person sees the metrics most relevant to their role.
Access: Service / Digital Service / My Dashboards / Link User to Dashboard
Use Cases
Custom Dashboards are especially useful in situations such as:
Profiles by role – supervisors, analysts, managers or coordinators view only data relevant to their work.
Focused meetings – dashboards created specifically for daily, weekly or monthly meetings.
Targeted analyses – focus on quality, volume, performance, satisfaction or service time.
Team training – simplified dashboards for new users to get familiar with the system.
Multiple departments – each profile sees only their operational metrics.
Last updated