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Create a personal dashboard from Dashboards, then add the charts and summary cards you need. Creating the dashboard saves it right away. Later editor changes need Save in the page header. This guide is for MSP staff with dashboard authoring access.

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Before you start

  • You need Write or Manage access to Dashboards in your role. Seeing a dashboard does not mean you can edit it.
  • Start with a custom dashboard. System dashboards such as Ticketing Dashboard have no Edit button in the reader.
  • The widgets you see depend on your module permissions, connected integrations and company data.
  • A personal dashboard belongs to you. To share it, an MSP admin uses Settings > Dashboards.
  • Company users should read Read and filter a dashboard and ask the MSP for changes.

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Create a personal dashboard

1

Open Dashboards

Click Dashboards in the main navigation.
2

Click the plus button

In the icon rail on the left, click the + button. Its tooltip reads Create New Dashboard.
3

Enter the details

Type a Name (up to 100 characters). Add an optional Description (up to 500 characters). Choose an Icon: Dashboard, Ticket, Bar Chart, Pie Chart, Trending or Users.
4

Click Create Dashboard

The portal creates the dashboard and opens its editor. Cancel takes you back without creating anything.
New dashboard form with Name, Description, Icon, Cancel, and Create Dashboard The dashboard now exists, even if it is empty. Leaving the editor does not delete it.

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Add widgets and summary cards

1

Open the Widget Library

On the left of the editor, the Widget Library lists widgets by category. On a phone, tap the Widget Library button to open it. Type in the search box to filter.
2

Click a widget to add it

The widget lands on the canvas in the first free spot. Add as many as you need.
3

Pick summary cards

Under Summary Cards, tick the cards you want: Current Open Tickets, Entered Prev Month, Closed Prev Month, Entered Prev 3 Months and Closed Prev 3 Months. Clear a box to remove a card.
4

Arrange the widgets

Hover over a widget. Drag the grip to move it. Use the size button to change its size, the gear to edit its settings, and the X to remove it.
5

Click Save

Click Save in the page header. Wait for Dashboard saved.
6

Check the result

Click the back arrow beside the page title to open the saved dashboard. Choose the company and dates, then check each chart’s labels and values.
Summary cards are saved with the layout, but the editor canvas does not show them. Look for them in the saved dashboard. They keep their own time windows. See Inspect tickets behind dashboard metrics.
New block at the top of the Widget Library opens the custom-block designer in a new tab and keeps your dashboard editor open. This entry point is for MSP staff; client company profiles, including a company profile you are impersonating, do not see it. Your tenant needs custom-block authoring enabled, and your role needs Reporting Write or Manage access. This button does not save your dashboard; use Save for your dashboard edits.
Dashboard editor with New block above the Widget Library

New block at the top of the Widget Library.

The editor canvas previews data over a long date range with no company selected. After you save, use the back arrow and check the dashboard with the company and dates your readers will use.

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Add HaloPSA native CSAT widgets

HaloPSA native satisfaction responses can appear on custom dashboards.
1

Turn on the Halo import

Follow enable Halo’s satisfaction import. Confirm the rating scale and company mapping, and give readers CSAT access.
2

Add the widgets

In the Widget Library, add CSAT Overview, CSAT Trend, CSAT by Company or Recent CSAT Feedback.
3

Save and check

Click Save, then open the dashboard and check the company and period.
These widgets show imported Halo feedback together with any other CSAT sources. They are not Halo-only widgets. If they are missing or empty, check the import setting, role access, sync, company links and dates. See Read and export CSAT feedback.

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Rename a dashboard

1

Click Rename

Click Rename in the editor header.
2

Enter the new name

Type up to 100 characters. The dialog shows a character count.
3

Click Apply

Apply stages the new name in the editor. Cancel keeps the old name.
4

Click Save

Click Save in the page header to store the new name.

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Delete a dashboard

Users with Manage access to Dashboards see a Delete button in the editor for custom dashboards.
1

Click Delete

Click Delete in the editor header.
2

Confirm

Read the Delete Dashboard message and click Delete. This cannot be undone.

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Understand Save and Back

Back arrow beside the dashboard title; editing actions stay on the right on desktop

Back arrow beside the dashboard title; editing actions stay on the right.

The page subtitle shows Unsaved changes while you have edits that are not saved. Save stays disabled until you change something.

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Troubleshooting

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Frequently asked questions

Yes. It creates the dashboard right away. An empty dashboard stays until you delete it.
No. It is personal. An MSP admin shares it in Settings > Dashboards.
No. The back arrow asks you to discard unsaved changes. Click Save first and wait for Dashboard saved.
The editor preview uses a long date range and no company. The saved dashboard uses the company and dates you choose.
Not from the reader. Create a custom dashboard instead.
No. They keep their own current or rolling-month periods.
No. It saves dashboard configuration only.