---
title: Unit 2.4 - Customizing Dashboards
description: Setting up and Customizing Dashboards in ASK BOSCO
---
[Skip to content](https://info.askbosco.io/knowledge/unit-2.4-setting-up-customizing-dashboards-0#main-content)
English
Show submenu for translations
[.png?width=260&height=102&name=ASKBOSCO_Logo_Grey_RGB%20(6).png)](https://app.askbosco.io/)
- [Book a call with our team](https://modo25.com/book-a-call/)
Open main navigation
Close main navigation
- [Book a call with our team](https://modo25.com/book-a-call/)
- English
Show submenu for translations
- [Contact us](mailto:team@askbosco.io)
[Contact us](mailto:team@askbosco.io)
How can we help you?
- There are no suggestions because the search field is empty.
1. [Here to Help](https://info.askbosco.io/knowledge?hsLang=en)
2. [ASK BOSCO® Training](https://info.askbosco.io/knowledge/ask-bosco-training?hsLang=en)
3. [Module 2 - Report Features & Analytics Basics](https://info.askbosco.io/knowledge/ask-bosco-training?hsLang=en#module-2-report-features-analytics-basics)
# Unit 2.4 - Customizing Dashboards
## Learn how to customize dashboards in ASK BOSCO® with this comprehensive guide. Explore metrics, formulas, parameters, visualization editing and more to create interactive, insightful dashboards that meet your needs.
### Navigation
1. [Introduction](https://info.askbosco.io/knowledge/unit-2.4-setting-up-customizing-dashboards-0#introduction)
2. [Adding Notes](https://info.askbosco.io/knowledge/unit-2.4-setting-up-customizing-dashboards-0#notes)
3. [Data Sources](https://info.askbosco.io/knowledge/unit-2.4-setting-up-customizing-dashboards-0#data-sources)
4. [Linking Filters](https://info.askbosco.io/knowledge/unit-2.4-setting-up-customizing-dashboards-0#linking-filters)
5. [Metrics & Formulas](https://info.askbosco.io/knowledge/unit-2.4-setting-up-customizing-dashboards-0#Metrics-and-formulas)
6. [Knowledge Check](https://info.askbosco.io/knowledge/unit-2.4-setting-up-customizing-dashboards-0#task)
---
### Introduction to Dashboards
A dashboard is a collection of visualizations, reports and KPIs that display key business metrics in a single, interactive view. Dashboards you create can be found under **My Reports** in the Reports tab. Publicly shared dashboards can be found in the **All Reports** tab.
[Back to top](https://info.askbosco.io/knowledge/unit-2.4-setting-up-customizing-dashboards-0#contents)
---
### Notes
Notes can be used to add insight into different visualizations, add images and even videos. To create a new note, use the three dots in the top right of your report and click edit.
Click add note. The note will populate the next available space in the open tab. You can move the note around by dragging and dropping it in place.
Notes can have headings as well as text, images, links and tables. You can change the colour and formatting of notes too.
[Back to top](https://info.askbosco.io/knowledge/unit-2.4-setting-up-customizing-dashboards-0#contents)
---
### Data Sources in Dashboards
It is possible to integrate multiple databases into the same dashboard.
To see which data source a report is using, click the three dots on the tile and click edit.
In the top left corner you'll see the sources tab. Click the spanner icon to see which source is currently used. To change sources, untick the current source and select the new source and select done.
After you have changed source, you can add metrics and create your report.
[Back to top](https://info.askbosco.io/knowledge/unit-2.4-setting-up-customizing-dashboards-0#contents)
---
### Linking Filters Across Data Sources
If you input more than one data source in a dashboard you will need to make sure the filters are linked. To do this, click the three dots at the top of the dashboard and select edit.
Click on the filter you wish to link, in this case we'll use Date.
Click Link Filters and then select the model (data source) you are linking. Only data sources used in the dashboard currently will show here.
Select the filter you wish to link and click apply.
Now, when you adjust the date it will apply to all tiles with those data sources.
[Back to top](https://info.askbosco.io/knowledge/unit-2.4-setting-up-customizing-dashboards-0#contents)
---
### Metrics & Formulas
The metrics available to you will depend on the data source selected. For a comprehensive list of metrics, please see [here](https://info.askbosco.io/knowledge/unit-3.m-metrics?hsLang=en).
If you want to add a custom metric, you'll need to create a formula. When doing this, be mindful of how to aggregate the data. We'll cover this later in the course however you will notice when you are in edit mode of any visualization the option to add Formulae is shown below the available measures and attributes. So feel free to experiment.
[Back to top](https://info.askbosco.io/knowledge/unit-2.4-setting-up-customizing-dashboards-0#contents)
---
### Knowledge Check
Previous - [Unit 2.3 Setting Up Dashboards](https://info.askbosco.io/knowledge/unit-2.3-setting-up-customizing-dashboards?hsLang=en)
Next - [Unit 2.5 Basic of Using AI in ASK BOSCO®](https://info.askbosco.io/knowledge/unit-3.3-ai-in-ask-bosco-basics?hsLang=en)
- [FAQs](https://info.askbosco.io/knowledge/faqs?hsLang=en#main-content)
- [Onboarding](https://info.askbosco.io/knowledge/faqs?hsLang=en#onboarding)
- [Knowledge Hub](https://info.askbosco.io/knowledge/knowledge-hub?hsLang=en#main-content)
- [Getting Started](https://info.askbosco.io/knowledge/knowledge-hub?hsLang=en#getting-started)
- [Data Connections & Integrations](https://info.askbosco.io/knowledge/knowledge-hub?hsLang=en#data-connections-integrations)
- [Onboarding & Implementation](https://info.askbosco.io/knowledge/knowledge-hub?hsLang=en#onboarding-implementation)
- [Using the Reporting Tools](https://info.askbosco.io/knowledge/knowledge-hub?hsLang=en#using-the-reporting-tools)
- [Product Updates & Features](https://info.askbosco.io/knowledge/knowledge-hub?hsLang=en#product-updates-features)
- [ASK BOSCO® Training](https://info.askbosco.io/knowledge/ask-bosco-training?hsLang=en#main-content)
- [Getting Started With ASK BOSCO® Training](https://info.askbosco.io/knowledge/ask-bosco-training?hsLang=en#getting-started-with-ask-bosco-training)
- [Module 1 - Introduction & Overview](https://info.askbosco.io/knowledge/ask-bosco-training?hsLang=en#module-1-introduction-overview)
- [Module 2 - Report Features & Analytics Basics](https://info.askbosco.io/knowledge/ask-bosco-training?hsLang=en#module-2-report-features-analytics-basics)
- [Module 3 - Budget Planning & Allocation](https://info.askbosco.io/knowledge/ask-bosco-training?hsLang=en#module-3-budget-planning-allocation)
- [ASK BOSCO® AI Analyst](https://info.askbosco.io/knowledge/ask-bosco-training?hsLang=en#ask-bosco-ai-analyst)
- [ASK BOSCO® Shopify App](https://info.askbosco.io/knowledge/ask-bosco-shopify-app?hsLang=en#main-content)
- [Getting Started with Shopify](https://info.askbosco.io/knowledge/ask-bosco-shopify-app?hsLang=en#getting-started-with-shopify)
- [Shopify Reporting](https://info.askbosco.io/knowledge/ask-bosco-shopify-app?hsLang=en#shopify-reporting)
- [Product Releases](https://info.askbosco.io/knowledge/product-releases?hsLang=en)
- [Data connections](https://info.askbosco.io/knowledge/data-connections?hsLang=en)
- [Book a call with our team](https://modo25.com/book-a-call/)
[](https://askbosco.io/)
One Embankment, Neville Street. Leeds. LS1 4DW.
Tel: +[44 20 3355 6741](tel:44%2020%203355%206741)
[mailto:email@email.com](mailto:email@email.com)
Copyright © 2025, ASK BOSCO®