Creating a Dashboard
How to create, configure, and delete dashboards, and how to restore a soft-deleted dashboard.
Creating a Dashboard
Dashboards are fully customisable collections oftilesthat bring together data from multiple modules — news, time series, geography, surveys, entities, and more — on a single screen. This article explains how to create a new dashboard, which templates are available, how to delete one, and how to recover it afterwards.
Navigate toDashboardsfrom the main menu to get started.
Creating a New Dashboard
Click the+ Createbutton at the top of theDashboardspage. A dialog opens with two groups of options:
Starting from Scratch
| Option | Description |
|---|---|
| Empty | Creates a blank dashboard. You can add tiles manually after creation. |
| Copy | Duplicates an existing dashboard — select one from the dropdown list. The new dashboard inherits all tiles and their configuration. |
| Generate with AI | Describe what you want in plain language and the AI assistant will generate a dashboard for you automatically. |
Starting from a Template
Templates set up a pre-configured dashboard tailored to a specific use-case. Each template requires a subscription to the relevant module.
| Template | Requires | What it creates |
|---|---|---|
| News Topic | News module | A dashboard pre-loaded with news tiles focused on a specific topic you enter. You can also attach additionalfactsfor context. |
| Entity | Entities module | A dashboard centred on a specific entity (person, organisation, place). Search for the entity by name, select the data sources to include, and optionally attachfacts. |
| Financial Instrument | Time Series module | A dashboard tracking a financial instrument. Enter a ticker symbol (e.g.MSFT,BET:OTP,EURHUF,BTCUSD,GOLD). |
| Campaign | Surveys module | A dashboard summarising the results of a survey campaign. Select the campaign from the list. |
Naming and Saving
After choosing a creation method or template, a confirmation step asks you to:
- Name— a required title for the dashboard (up to 128 characters).
- Description— an optional description (up to 4 096 characters).
The number of tiles that will be created (for template-based dashboards) is shown as a preview. ClickCreateto save and open the new dashboard.
Deleting a Dashboard
Dashboards can be deleted from two places:
- From the list page— hover over a dashboard card onDashboardsand click theDeletebutton that appears.
- From inside a dashboard— click theDeletebutton in the toolbar at the top of the dashboard page.
Deletion is asoft delete: the dashboard is not immediately and permanently removed. You can recover it within the retention period (see below).
Recovering a Deleted Dashboard
If dashboards have been soft-deleted, aDeleted dashboardslink appears at the bottom of theDashboardspage. Click it to openDashboards → Deleted dashboards.
From there you can:
- Restore— moves the dashboard back to the active list. The dashboard and all its tiles are fully restored.
- Delete permanently— removes the dashboard and all its tiles irreversibly.
Use the search box to find a specific dashboard by name if the list is long.