Custom Dashboards

With custom dashboards, you can add a limitless combination of Peacock charts, displaying data filtered in any way you need to curate the perfect set of visualizations for your company. To access your custom dashboards, click the down arrow beside Dashboard in the navigation bar, then click Custom; you can navigate between your saved custom dashboards using the left navigation panel.

Creating New Custom Dashboards

To create a new custom dashboard:

  1. In the navigation bar, click the down arrow beside Dashboard, then click Custom.
  2. Click Add New Dashboard.
  3. Drag and drop charts from the Add Charts list into position on the new custom dashboard. Click the grid icon to the left of a chart's name to drag and drop the chart to a different position in the custom dashboard.
  4. (Optional) Define a default sub-chart by clicking the star icon beside the view you want.
  5. (Optional) Click 2 columns to change the layout of your dashboard; click 3 columns to change the layout back to the default settings.
  6. Add a dashboard title.
  7. Click the save icon.


Keep In Mind

While there's no technical limit to the number of charts you can add to a custom dashboard, we recommend only adding up to 16 charts per custom dashboard. Adding more than 16 charts can lead to slow load times.

Filtering Individual Charts in Custom Dashboards

In custom dashboards, you can apply different filter options and Views to each individual chart. This is especially helpful for creating side-by-side data comparisons. For example, consider a situation in which you wanted to see how your trends in per-processor approval rates differ between two issuers. To see this comparison in one place, you could create a custom dashboard containing two charts displaying the same data: Approval Rate Trends by Processor. Then, you could create two Views, one for each issuer, and apply these Views to the separate charts.

To filter an individual chart in a custom dashboard:

  1. Click the funnel icon in the top-right corner of the chart.
  2. To apply the filter settings from a previously saved View, select a View’s name from the drop-down menu.
  3. To edit the filter settings of a saved View, hover over the View’s name in the drop-down menu, then click the pencil icon. Click on each desired filter option, then choose parameters from the drop-down menus. After you've made your changes to the filter options, you have two options:
    1. Click Apply to apply your unsaved changes to the individual chart.
    2. Click Apply & Save to update that saved View’s filter settings everywhere in Peacock.
  4. To apply a new set of filters to the chart, click Add New View to open the View Builder side panel.
    1. Enter a View name; this is required even if you don't plan to save this View for future use.
    2. Click a filter option, select your preferred filter parameters from the drop-down, then click Apply.
    3. Repeat for each filter you want to apply to your data; if you change your mind about a filter option, click the X beside the filter name to reset it.
    4. Click Apply to apply these unsaved filter settings to the selected chart; click Apply & Save to also save them for future use in your saved Views drop-down list.

Unsaved Changes to Saved Views

When you filter individual charts in custom dashboards, you can make changes to the filter settings of a saved View and apply these changes without saving them permanently (see steps 3 in the section above). This gives you more flexibility in exploring your payments data without making changes across your entire Peacock service panel.

After you apply unsaved changes to a saved View for an individual chart, a yellow info icon appears next to the View’s name at the top of that chart.

You can then apply this unsaved View’s filter settings to other charts in the same custom dashboard without manually replicating them. To do so, click the funnel icon on another chart, then click the unsaved version of the View that appears at the bottom of the drop-down menu, identified by the same info icon. If you later decide you want to permanently save these changes to the View, hover over the unsaved version in the drop-down menu and click the save icon.

To remove the unsaved version of a View from your custom dashboard, refresh your browser page.

Unsaved Views

When you filter individual charts in custom dashboards, you can create new combinations of filter options to further narrow down the data displayed in each visualization (see steps 4 in the section above). You can save these new combinations for future use, or just apply them to the chart in question as an unsaved View.

When you apply an unsaved View to a chart, the name of your new View appears at the top of the chart with a yellow info icon beside it. When you click the funnel icon on another chart in your custom dashboard, this same name and icon appears in the drop-down menu; click it to apply this unsaved View to another chart.

If you decide you want to permanently save this View for future use in other dashboards, hover over the unsaved View’s name in the drop-down menu and click the save icon. To remove the unsaved View from your custom dashboard, refresh your browser page.

Using Period Filters in Custom Dashboards

When you set the Period filter for a custom dashboard, you select a date range for the entire dashboard's data, along with a time interval to break the data down by (e.g. daily or weekly). Alternatively, you can apply a different date range to each chart in your dashboard using Views. This can be helpful for creating side-by-side comparisons of the same data parameters across different time periods.

To do so, follow the steps in the section above to add a new View to an individual chart; in the View Builder side panel, add a Period filter, then select a date range and time interval. To use this same period filter on other charts in your dashboard, make sure you name your View and save it.

Keep in mind, any charts in your custom dashboard to which you haven't applied an individual period filter will default to the parameters set in the dashboard's Period filter.

Editing or Deleting a Custom Dashboard

  1. In the navigation bar, click the down arrow beside Dashboard, then click Custom.
  2. Under Your Dashboards, hover over the name of the custom dashboard you want to edit or delete.
  3. Click the pencil icon to make changes or the trash icon to delete the dashboard from your Peacock account.