> ## Documentation Index
> Fetch the complete documentation index at: https://canopy.wnstn.space/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating and Managing Dashboards in Cano Analytics

> Step-by-step guide to creating, editing, duplicating, and organizing dashboards in Cano Analytics to keep your team's data views tidy.

Building a dashboard in Cano Analytics takes just a few minutes, and once it's set up you can keep it polished with easy rename, duplicate, and archive controls. This guide walks you through creating a dashboard from scratch, customizing it to fit your workflow, and using the management tools that keep your workspace organized as your team grows.

## Create a New Dashboard

<Steps>
  <Step title="Open the Dashboards section">
    Click **Dashboards** in the left sidebar of your Cano workspace. This opens the dashboard list, where all of your team's dashboards appear.
  </Step>

  <Step title="Start a new dashboard">
    Click **+ New Dashboard** at the top right of the list. Enter a **name** for your dashboard — choose something descriptive so teammates can find it quickly. Optionally add a **description** to explain what the dashboard tracks and who it's for.
  </Step>

  <Step title="Choose a starting layout">
    Select one of the layout options presented:

    * **Blank** — start with an empty canvas and build every chart yourself.
    * **Starter template** — pick a pre-built template (see [Dashboard Templates](#dashboard-templates) below) and customize it from there.

    Click **Create Dashboard** to continue.
  </Step>

  <Step title="Add your first chart">
    Click the **+ Add Chart** button in the top-right corner of the chart grid. The chart picker panel opens on the right side of the screen.
  </Step>

  <Step title="Configure each chart">
    For each chart you add, choose a chart type, select the event you want to measure, and set an aggregation method and optional filters. See [Charts & Widgets](/docs/dashboards/charts-and-widgets) for a full breakdown of every chart type and query option.
  </Step>

  <Step title="Save your dashboard">
    Click **Save** in the top-right header. Cano auto-saves chart changes as you work, but pressing **Save** commits the dashboard layout and any unsaved edits.
  </Step>
</Steps>

## Edit or Rename a Dashboard

To rename a dashboard, click directly on the dashboard name in the header — it becomes an editable text field. Type your new name and press **Enter** or click anywhere outside the field to confirm.

To edit the dashboard description, open the **Settings** panel by clicking the three-dot menu (⋯) at the top right of the dashboard and selecting **Dashboard Settings**. Update the description and click **Save**.

## Duplicate a Dashboard

Duplicating is useful when you want to create a variation of an existing dashboard without modifying the original.

1. From the dashboard list, hover over the dashboard you want to copy.
2. Click the three-dot menu (⋯) that appears on the right.
3. Select **Duplicate**.
4. Cano creates an exact copy named **"Copy of \[original name]"** — rename it immediately to avoid confusion.

All charts, filters, and layout settings are carried over. The duplicate is independent of the original, so changes to one do not affect the other.

## Archive or Delete a Dashboard

Archiving removes a dashboard from the main list without permanently deleting it. Deleted dashboards cannot be recovered.

**To archive:**

1. Open the three-dot menu (⋯) from the dashboard list or the dashboard header.
2. Select **Archive Dashboard**.
3. The dashboard moves to the **Archived** tab in your dashboard list. You can unarchive it at any time.

**To delete:**

1. Open the three-dot menu (⋯) and select **Delete Dashboard**.
2. Confirm the deletion in the dialog that appears.

<Warning>
  Deleting a dashboard is permanent. All charts and configurations inside it are removed and cannot be restored. Archive instead if you think you might need it later.
</Warning>

## Dashboard Templates

Cano ships with a set of starter templates designed around common analytics use cases. Starting from a template saves you the time of building the initial chart layout from scratch.

| Template               | What It Includes                                                           |
| ---------------------- | -------------------------------------------------------------------------- |
| **Product Overview**   | DAU/WAU/MAU metric cards, event volume line chart, top events table        |
| **Acquisition Funnel** | Channel breakdown bar chart, signup funnel, source attribution table       |
| **Retention**          | Day-1, Day-7, and Day-30 retention grids by signup cohort                  |
| **Revenue Dashboard**  | MRR metric card, plan breakdown pie chart, upgrade funnel                  |
| **Engagement**         | Session length distribution, feature adoption bar chart, power users table |

<Tip>
  Start with a template even if you plan to customize heavily — it's much faster to delete charts you don't need than to build a full layout from zero. Templates also follow Cano's best-practice chart configurations, so they're a good reference for how to structure your own queries.
</Tip>

## Next Steps

Once your dashboard is ready, control who can view or edit it by configuring access settings.

<Card title="Sharing & Permissions" icon="share-nodes" href="/docs/dashboards/sharing-and-permissions">
  Share your dashboard with teammates, generate public links, and set up scheduled email reports.
</Card>