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:

In the navigation bar, click the down arrow beside Dashboard, then click Custom.
Click Add New Dashboard.
At the top of the Adding Dashboard side panel, give your new dashboard a title.
Click a chart name in the side panel to add it to your dashboard, or drag and drop a chart name into the preferred position.
Click the blue sub-chart name under the chart title, then select your preferred sub-chart from the drop-down menu. To ensure this sub-chart always appears in your custom dashboard by default, click the star icon beside the sub-chart's name.
(Optional) Click the Views icon in the top-right corner of the chart, then click a View name to filter the individual chart by the parameters of a previously saved View or add a new View. Click the star beside a View's name to have it apply to this chart by default.
(Optional) Use the columns slider to choose how charts appear (in one, two, or three columns); the less columns chosen, the larger the charts appear.
Click the save icon.

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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:

Click the Views icon in the top-right corner of the chart.
To apply the filter settings from a previously saved View, select a View’s name from the drop-down menu. If you want your custom dashboard to always display this chart filtered according to that View’s settings, click the star icon beside the View’s name in the drop-down menu.
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 to open the Filters side panel. Click on each desired filter option, select the desired filter parameters, then click Done. After you've made your changes to the filter options, you have multiple options:
1. Click Apply to apply the unsaved changes to the individual chart.
2. Click the arrow beside Apply, then click Apply and Save View to update that saved View’s filter settings everywhere in Peacock.
3. Click the arrow, then click Apply and Save As New View to save this combination of filter settings as a whole new View.
To apply a new set of filters to the chart, click Add New View, opening the Filters side panel. Click on each desired filter option, select the desired filter parameters, then click Done. After you've made your View, you have two options:
1. Click Apply to apply these unsaved filter settings to the selected chart.
2. Click the arrow beside Apply, then click Apply and Save View to also save them for future use in your saved Views drop-down list.

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Dashboard Filters vs. Chart Views
If you use a View to filter an individual chart in a custom dashboard and apply filters to the entire custom dashboard, the filter settings at the chart level take precedence over the dashboard-level filters. For example, if a chart's View includes the Card Type filter set to only show credit card data, but the dashboard is filtered by the Card Type filter to only show debit card data, the individual chart will default to credit card data per the chart-level filter.

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 Views icon on another chart, then click the unsaved version of the View, 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 Save.

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 new View’s default name of Unsaved View appears at the top of the chart with a yellow info icon beside it. When you click the Views icon on another chart in your custom dashboard, this same name and icon appears at the bottom of 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, click Save, then name the View and click Save again.

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 Filters side panel, add a Period filter, then select a date range and time interval. If you want to use this same period filter on other charts in your dashboard, we recommend saving the View and naming it after the assigned time period.

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

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