> For the complete documentation index, see [llms.txt](https://surecloud.gitbook.io/surecloud-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://surecloud.gitbook.io/surecloud-docs/documentation/reporting/dashboards.md).

# Dashboards

Learn how to create, configure, filter, and delete customizable dashboards that display reports to support decision-making.

Dashboards show multiple reports in one place.

Use them to monitor key metrics, compare trends, and focus on the data that matters.

{% hint style="info" %}
You need permission to create or edit dashboards.

Each report only shows data you have permission to view.
{% endhint %}

### Create a dashboard

{% embed url="<https://www.loom.com/share/63d7d3fe2f9144ff9706458c892367a7>" %}

{% stepper %}
{% step %}

### Open Reports

Go to **Reports** in the left-hand menu.
{% endstep %}

{% step %}

### Add the dashboard

Select **Add Dashboard**.
{% endstep %}

{% step %}

### Open settings

Select **Show Settings** in the top-right corner.
{% endstep %}

{% step %}

### Name and describe the dashboard

Add a dashboard name and description.
{% endstep %}

{% step %}

### Add dashboard filters

Add any filters you want to apply across the dashboard.
{% endstep %}
{% endstepper %}

Dashboards open in **view mode** by default.

Select **Show Settings** to edit the dashboard.

Select **Hide Settings** to return to view mode.

### Use dashboard filters

{% embed url="<https://www.loom.com/share/3d2fdb501e8b46aaa79668bcacf79a26>" %}

Dashboard filters apply to every report on the dashboard.

Use them to keep every report focused on the same data set.

{% hint style="info" %}
Common uses:

* Filter by an **Organisation** hierarchy such as Finance or Security.
* Filter by a **Standard & Regulation** such as ISO 27001 or GDPR.
* Filter by a **Risk Hierarchy** category such as Credit Risk.
  {% endhint %}

Once you set default filters in **Dashboard Settings**, you can change them from the main dashboard in **view mode**.

You can also restore the default filters from the same view.

To remove a filter, select the delete icon in **Dashboard Settings**.

### Delete a dashboard

{% embed url="<https://www.loom.com/share/912c2e1e392348a3a5849b52727df879>" %}

{% stepper %}
{% step %}

### Open Reports

Go to **Reports** in the left-hand menu.
{% endstep %}

{% step %}

### Find the dashboard

Select the checkbox for the dashboard you want to remove.
{% endstep %}

{% step %}

### Delete the dashboard

Open the **context menu (⋮)** in the top-right corner of the list.

Select **Delete**.
{% endstep %}
{% endstepper %}

{% hint style="warning" %}
Deleting a dashboard is permanent.

You must have delete permissions to do this.
{% endhint %}