--- title: "Editing AI Dashboards" slug: "r365-intelligence-editing-dashboards" description: "AI Dashboards edit mode: add pages, chapters, visualizations, and data. Use the datasets and editor panels, name the dashboard, and save." updated: 2026-04-15T21:31:37Z published: 2026-04-15T21:31:37Z canonical: "docs.restaurant365.com/r365-intelligence-editing-dashboards" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # Editing AI Dashboards All dashboards are completely customizable to the user. They can be edited at any time. Reports can be customized by: - Adding and deleting additional pages and chapters to a dashboard. - Selecting the attributes and metrics that make up reports. - Customizing and rearranging visualizations. - And much more. > R365 AI Dashboards is an **add-on feature.** Please contact your CSM or [R365 Support](https://help.restaurant365.net/en/support/tickets/new) to learn how R365 AI Dashboards can enhance your R365 experience. --- ## Video - How to Navigate the Dashboard Editor [Embedded content](https://player.vimeo.com/video/1062115189?h=c17b5b978f&badge=0&autopause=0&player_id=0&app_id=58479) --- ## Navigation ### Existing Dashboards Access dashboard edit mode from the R365 AI Dashboards library or from the dashboard view. #### From the AI Dashboards Library Locate the dashboard that needs to be edited, and from its grid entry, click the menu button, and from the drop down, select **Edit** to open the dashboard directly into edit mode. > If **Edit** is not a menu option, this is an indication that the dashboard cannot be edited. To make changes to an R365 Master Dashboard, [duplicate the dashboard](/doc/docs/r365-intelligence-duplicating-dashboards), then make changes to the copy. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-2AOURKHN.png) ### From the Dashboard View Click the edit button![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/e6079cb0-0a9a-4e41-8860-7c246d3db3d2.png) in the top right hand view of the dashboard view. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-JNLANFUL.png) ### New Dashboards To create a new dashboard, click the **Create** button in the top right hand corner of the dashboard library. This will open a new dashboard into edit mode. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-03P6NZ11.png) --- ## Dashboard Edit Mode Opening an **existing** dashboard in edit mode opens the edit options surrounding the dashboard. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-BTVA34X5.png) Creating a **new** dashboard opens a completely blank dashboard. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-VFGD66QQ.png) --- ## Dashboard Edit Mode Actions There are dashboard edit actions in three places on the screen: - Menu bar - Edit mode header - Left rail Each of these areas has functions and tools to use when editing a dashboard. ### Menu Bar The menu bar is in the top left corner of the screen, and includes the following: ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-X4BRZDWL.png) | | **Field** | **Description** | | --- | --- | --- | | 1 | Back to Library | Returns to the dashboard library page. This page lists all the dashboards. | | 2 | File | Opens the following options: - **Save** - Saves the dashboard and any changes made. - **Rename** - Enables editing of the dashboard name. - **Dashboard Properties** - Opens the Dashboard Properties window, where general settings and export settings can be managed or viewed. - **Close** - Closes the dashboard. | | 3 | Insert | Enables users to add more data. | | 4 | Format | Enables the overall formatting of the dashboard. From the dashboard formatting properties, manage the default colors, spacing, fonts, and button shapes and sized. | ### Edit Mode header The edit mode header has a left, center, and right side section. #### Left Header ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-QRIDY6IT.png) | | **Field** | **Description** | | --- | --- | --- | | 1 | Hides/Shows All Panels | Hides or shows all the dashboard editor panels and the left rail options. This will only leave open the dashboard editor. | | 2 | Undo | Undoes the last edit made to the dashboard. | | 3 | Redo | Redoes the last edit undone. | | 4 | Refresh | Refreshes or update the data in the dashboard. | | 5 | Pause Data Retrieval | Click to pause data retrieval. This will allow users to edit the dashboard without retrieving new data. > Pausing data retrieval while editing dashboards can help improve build speed. | | 6 | Re-Prompt | Reopens the prompt window. | | 7 | Add Data | Opens options to add data. Clicking this icon will give users the options to select new data, existing dataset, or existing objects. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/67d21013-ea5b-4f7a-8dce-5d8a43ef7bb0.png) | | 8 | Add Chapter | Adds a new chapter. | | 9 | Add Page | Adds a new page. | #### Middle Header ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-0RRR7FIO.png) | | **Field** | **Description** | | --- | --- | --- | | 1 | Add visualization | Adds a visualization to the dashboard. This button can also be used to change an existing selected dashboard. | | 2 | Filter | Adds one of the following filters: - Element/Value Filter - Attribute/Metric Selector - Panel Selector - Parameter Selector | | 3 | Text | Adds a text box. | | 4 | Image | Inserts an image. | | 5 | HTML Container | Adds an HTML container. | | 6 | Shapes | Adds a shape object to the page. | | 7 | Panel Stack | Opens the ability to stack panels within the dashboard. Panel stacking allows for more visualizations to be added to the same page in layers so that users can toggle between panels | | 8 | Information Menu | Adds an information window. | | 9 | Auto Summary | Generates a narrative [summary](/doc/docs/r365-intelligence-auto-summary) that turns an entire dashboard page of visualizations into an easy-to-understand natural language summary of key metrics, trends, and insights. | #### Right Header ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-JOTB5EFS.png) | | **Field** | **Description** | | --- | --- | --- | | 1 | Convert to Free-Form/Auto Layout | Turn on free-form layout to arrange objects freely by size, position, and layers. Converting to auto layout means the objects fill the entire canvas and can be repositioned around each other. | | 2 | Responsive View Editor | Edit the way a dashboard is viewed in a mobile device | | 3 | Responsive Preview/Full View | Turn on/off responsive preview or full view to view how the dashboard will appear in mobile (Responsive) or web (Full). | | 4 | Save | Click to save any changes made to the dashboard. From the Save dropdown, select whether to just **Save** the dashboard and continue editing or **Save and View** to save the dashboard and switch to view mode. | ## Left Rail The left rail is the vertical menu on the left side of the page. The buttons here open and close panels in the editor. | | | **Field** | **Description** | | --- | --- | --- | --- | | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-WMPTLCYJ.png) | 1 | Contents | Opens or closes the contents panel or tab, which lists the table of contents. | | 2 | Datasets | Opens or closes the datasets panel or tab, where all objects and datasets available for use on the dashboard are listed. | | 3 | Editor | Opens or closes the editor panel or tab. This is where the attributes and metrics are added and arranged based on the visualization type. | | 4 | Filter | Opens or closes the filter panel or tab. This is where page filters are aded and adjusted. | | 5 | Format | Opens or closes the format panel or tab. Here, the formatting selections for a visualization are adjusted. Read more [below](/doc/docs/r365-intelligence-editing-dashboards#editor). | | 6 | Layers | Opens or closes the layers panel that shows how objects are layered and nested on the dashboard. | | 7 | Themes | Opens or closes the theme panel, where a theme can be set and applied to the dashboard. | | 8 | AI Auto Dashboard | Opens the AI Auto Dashboard window, where users can use the AI chat bot to build pages and visualizations based on user-entered prompts. Read more about [AI Auto Dashboard Builder.](/doc/docs/r365-intelligence-ai-auto-dashboard) | --- ## Contents / Datasets Panel The Contents and Datasets tabs both appear on the same panel when enabled. ### Contents The Contents section allows for users to change the dashboard cover and organize the dashboard by creating chapter and pages to sort data. A highlighted page/chapter indicates that it is the current page/chapter being edited/viewed. Clicking the menu icon opens the options to insert new pages/chapters, duplicate chapters, or rename pages/chapters. In existing dashboards, pages/chapters that are no longer needed can be deleted as well. On the Contents tab: - Change the cover - Click the **image** to open the Change Cover window. Upload an image or choose a stock cover. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-3DFK8EQA.png) - Manage the chapters/pages - Click the **menu button** beside a chapter or page. Then, **select an option** from the dropdown. Insert, delete, duplicate, rename, or manage the access of pages and chapters. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-E14IQS0Q.png) - Use the drag and drop function to reorder pages and chapters. ### Datasets The datasets panel holds all the data objects added to the dashboard editor. This panel must have data in order to create visualizations. This panel allows for users to search, sort, and select the attributes and metrics to include in a visualization. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-Z1GU68YF.png) Users can add data to their dashboard environment in three ways: 1. [**Import New Data**](/doc/docs/r365-intelligence-importing-new-data) **-** Import new data from a local file. 2. [**Adding Data by Existing Object**](/doc/docs/r365-intelligence-adding-data-by-existing-objects) **-** Select individual R365 attributes and metrics to add to the environment. 3. [**Adding Data by Existing Dataset**](/doc/docs/r365-intelligence-adding-data-by-dataset) **-** Add R365 data by dataset, which adds an entire collection of attributes and metrics that can be used together to create visualizations. These datasets are created by R365. > [!TIP] > **R365 Best Practice** > > Adding Data by Existing Dataset is an **R365 best practice.** These pre-grouped objects ensure that data loads faster, works seamlessly together, and powers features like Auto Summary (*in beta)* and the AI Dashboard (*in beta)* more efficiently. --- ## Editor / Filter / Format Panel This panel allows users to create and customize the report visualizations. As users make updates to the Editor section, the visualization will reflect the changes. From the Editor section, users can do the following: ### **Editor Tab** Organize the data and metrics layout by column/row/horizontal/vertical/etc. depending on the format. The way that the data is sorted is the way that it will appear on the visualization. The sections of data to organize will be determined by the visualization type. To move data objects into different sections, drag and drop the objects into the appropriate section. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-T2DFLK6I.png) ### **Filter** Create filters for the visualization. Attributes can be dragged to this section to add more filters. After adding a filter, set the filter parameters. Read more about [using filters](/doc/docs/r365-intelligence-using-filters). When there are Filter parameters set for a visualization , the default application setting is to apply to All Chapters containing that filter. Click the menu icon ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/93e9971d-2346-452a-a563-d4a14b262df4.png) to change the **Apply Sections To** option. From this action menu, users can also select targets or other filters. The menu also enables users to format the filter by choosing the sorting method, whether to include or exclude, and how the filter is displayed. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-EWT0TWDN.png) ### **Format** Format the visualization. The Format tab will always allow users to change the font size, type, color, and form, but the visualization options may change depending on the type of visualization selected. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-LZKZP3O8.png) --- ## Adding Data to a Visualization Data can be added to visualizations by selecting [individual objects](/doc/docs/r365-intelligence-adding-data-by-existing-objects) or [entire datasets](/doc/docs/r365-intelligence-adding-data-by-dataset). Once the data is selected, users can choose specific [Attributes and Metrics](/doc/docs/r365-intelligence-attributes-v-metrics) to include in the visualization. | **Attributes** | Data labeled with teal/blue-green colored icons![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/3d04beca-385b-4e87-bc46-6c9a0c4d152d.png)that are fixed variables (dates, days of the week, operational quarters, locations, etc.). | | --- | --- | | **Metrics** | Data labeled with orange/yellow colored icons ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/31ea6eea-d273-451b-832a-363c68a41eca.png) that are calculated metrics that will calculate across the data that is grouped (gross sales, guest count, forecasted sales, sales/hour, SPLH, labor hours etc.) | For a complete list of available R365 attributes and metrics, take a look at the [R365 AI Dashboards Glossary](/doc/docs/r365-intelligence-glossary). To add data to a visualization, double click a data option or drag a drop it to the editor. Add any data desired for a single visualization before moving to the editor. Users can add multiple visualizations to one dashboard page. To add a visualization, click the visualization icon![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/ac98220a-9aad-483c-aefe-9d7cff4eff36.png) from the Edit Mode header at the top of the screen and a make a selection for the type of visualization to add. Learn more about [formatting visualizations](/doc/docs/r365-intelligence-formatting-a-visualization). --- ## Rearranging Visualizations Visualizations can be rearranged in the Dashboard in the way that suits the data and the user best. Users can do the following with visualizatons: - Drag and drop - Resize - Edit or delete #### Drag and Drop To drag and drop, hover over the top of the visualization until the move cursor appears. Then, move the visualization as needed. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/2026-02-18_14-11-25 (1).gif) #### Resize To resize, hover over the edge of the visualization until the resize cursor appears. Then, resize as necessary. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/2026-02-18_14-11-25 (2).gif) #### Edit or Delete To edit or delete a visualization , click the menu icon ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/9609c6ee-118b-4011-a7d2-9e0636b96420.png) to open up the visualization options. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-C2VFBZ3Y.png)