> For the complete documentation index, see [llms.txt](https://support.meetuma.ai/uma-knowledgebase/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.meetuma.ai/uma-knowledgebase/data-and-reporting/analytics-pro/custom-dashboard.md).

# Custom Dashboard 🛠️

<figure><img src="/files/2gOurZmAQM7aUiC0Iguw" alt=""><figcaption></figcaption></figure>

### Overview

The Custom Dashboard Composer lets you build personalised dashboards by selecting individual charts from any Analytics Pro category. Each dashboard can mix charts across categories, scope to a specific building, and apply the standard filter set, providing a focused workspace for any audience.

<figure><img src="/files/wqkCTgLdxpKHJyGFHX8A" alt=""><figcaption></figcaption></figure>

Use it to:

* Build per-audience dashboards (your own, your manager's, the CFO's)
* Combine charts from different categories that the standard dashboards keep separate
* Create site-specific dashboards scoped to a single building
* Provide focused views for daily standups, monthly reviews, or compliance monitoring

***

### Creating a Dashboard

Launched from **Analytics Pro → Dashboards → Create Dashboard**, the composer presents a builder interface.

#### Step 1 — Name the Dashboard

Provide a clear, descriptive name. Names appear in the dashboard list and the page header.

#### Step 2 — Select Dashboards and Charts

A collapsible card is displayed for each of the seven dashboard categories:

* Space Usage and Trends
* Energy
* Occupancy
* Air Quality and CO₂
* Temperature and Humidity
* Ambient Noise
* Water Usage

For each category:

* A checkbox at the category level adds or removes the entire dashboard
* The card expands to reveal the individual charts available
* Each chart can be toggled individually
* **Select All** and **Deselect All** buttons are available per category
* A live counter shows the total number of charts selected

#### Step 3 — Save

The **Create Dashboard** button is enabled once a name is provided and at least one chart is selected. On save, the dashboard is stored in browser storage and the user is redirected to the new dashboard view.

***

### Editing a Dashboard

Dashboards can be edited at any time from the dashboard list. The composer pre-populates with the existing selection. The **Save Changes** button updates the stored dashboard and redirects to the view.

***

### Viewing a Dashboard

A custom dashboard renders all selected charts in a responsive grid layout. Each chart preserves the full Analytics Pro feature set:

* Filter integration (date range, building, floor, resource type)
* AI Chart Explain (subject to license)
* View Data, Refresh, and Export options (PNG, PDF, CSV, JSON)

Filters at the top of the dashboard apply to every chart that supports them.

***

### Chart Catalog

Every chart in Analytics Pro is available in the catalog, organised by category. Individual chart entries include a layout size and minimum height so the composer produces a consistent, readable grid.

A small number of dashboard-only charts (typically high-density visualisations such as the Daily Usage Heatmap) are flagged for inclusion in dashboards but excluded from the Reports feature.

***

### Storage and Limits

* Up to 20 dashboards per user
* Stored in browser storage; dashboards do not currently sync across devices
* Filtered by the buildings the user has access to — only dashboards scoped to accessible buildings are visible

***

### Availability

| License Tier | Custom Dashboards |
| ------------ | ----------------- |
| BasicAI      | ❌                 |
| AnalyticsPro | ✅                 |
| Enterprise   | ✅                 |

*Requires the company-level Analytics Pro flag to be enabled.*

***

### Use Cases

* **My Building** — a single dashboard with the six metrics most relevant to your role, scoped to your primary building
* **Daily Standup** — yesterday's reservations, no-show rate, occupancy peak, CO₂ peak, and water consumption on one page
* **Sustainability Board View** — Energy kWh, CO₂ kgCO₂, and Water litres on one screen for ESG reporting
* **Cold-Spot Watch** — Temperature by Resource and Damp & Mould Risk for a vulnerable building
* **Compliance Monitor** — HTM 04-01 hot-water temperature and damp/mould risk for healthcare estates

***

### Best Practices

* Build one dashboard per audience rather than a single catch-all
* Pair a high-level KPI chart with a drill-down chart underneath — the same metric viewed at two zoom levels
* Place the most important chart top-left; the eye reads top-left first
* Scope each dashboard to a specific building to avoid mismatched filter behaviour