# Build a dashboard

> Save charts and build dashboards of up to 16 chart and KPI tiles on one data source, from your AI client or the console.

Updated: 2026-11-09

A dashboard is a saved set of tiles: charts, KPIs, and text. Build one from your AI client, or in the console at `app.bonnard.ai`.

## Requirements

- Access to the data source.
- To work from your AI client: [Bonnard connected](https://bonnard.ai/docs/ai-clients/connect-your-ai-client.md) and the **Dashboards** switch on in **Settings**, **AI tools**. **Save charts** and **Export data** have their own switches.

## Save a chart

### In your AI client

Ask for a chart, then ask to keep it:

```prompt
Save that chart as <title>.
```

The agent can save a chart for 30 minutes after drawing it, or up to 24 hours if it drew that chart alone. After that, ask the agent to draw it again.

To find it again, ask:

```prompt
Show my saved charts.
```

### In the console

1. In the console, select **Charts**, then **New chart**.
2. Select a **Data source**, enter a SQL query, then select **Run**. A successful run saves the chart as `Untitled chart` and opens it.
3. To keep later changes, select **Save**.

To find it again, select **Charts**. Charts saved from an AI client show there too.

## Change or delete a chart

You can change or delete your own saved charts. You cannot undo a delete.

### In your AI client

To change it, ask:

```prompt
Change my saved chart <title> to show <measure> by <column>.
```

To delete it, ask:

```prompt
Delete my saved chart <title>.
```

### In the console

1. In the console, select **Charts**, then the menu in the chart's row.
2. To rename it, select **Rename**, then enter the name.
3. To change it, select **Edit**, change the **SQL** or **Chart options**, then select **Save**.
4. To delete it, select **Delete**, then **Delete** in the dialog.

## Create a dashboard

A dashboard holds up to 16 chart and KPI tiles. A save over that limit is refused, and text tiles do not count.

### In your AI client

Ask:

```prompt
On <data source>, build a dashboard named <title> with a KPI for <measure> and a chart of <measure> by <column>.
```

### In the console

1. In the console, select **Dashboards**, then **New dashboard**.
2. Select a **Data source**, enter a **Name**, then select **Create**.
3. Under the name, select **Add a description**, then enter one. **Save** stays off without it.
4. Under **Add a tile**, select **Chart**, **KPI**, or **Text**.
5. Enter the tile's SQL, then select **Run**. A text tile takes text.
6. Repeat steps 4 and 5 for each tile.
7. Select **Save**.

The console has no field for a KPI's change or caption, so set those from your AI client.

## Duplicate a dashboard

### In the console

In the console, select **Dashboards**, then **Duplicate** in the menu in the dashboard's row. The editor has it under **Dashboard actions**.

Anyone who can open a dashboard can duplicate it. The copy is named `Copy of <title>`, is unverified, and only you can open it. Use it to change a dashboard you can only read.

## Export data

### In your AI client

Ask for a chart, then ask:

```prompt
Export that result as a CSV file and the chart as a PNG.
```

The agent exports what it has in the chat, so the query does not run again. The file lasts 30 minutes.

## Make sure that it opens

### In your AI client

Ask:

```prompt
Show the <title> dashboard.
```

The agent draws the tiles and gives a link to the dashboard in the console.

### In the console

Select **Dashboards**, then the dashboard. It opens with its tiles.

If its data source was removed, the dashboard opens with no results and cannot be duplicated. It runs again when a database with the same name is connected.

## Change or delete

You can change or delete your own dashboards. With the Viewer role, you cannot change one that customers have, and you can delete it only in the console. An Admin or higher can delete any dashboard in the console. You cannot undo a delete. To change a verified dashboard, read [Change a verified dashboard](https://bonnard.ai/docs/dashboards/verify.md#change-a-verified-dashboard).

### In your AI client

To change it, ask:

```prompt
Add a chart of <measure> by <column> to <title>.
```

To delete it, ask:

```prompt
Delete the <title> dashboard.
```

### In the console

1. In the console, select **Dashboards**, then the menu in the dashboard's row.
2. To change it, select **Edit**, change a tile, then select **Save**.
3. To delete it, select **Delete**, then **Delete** in the dialog.

## Related

- [Mark a dashboard as verified](https://bonnard.ai/docs/dashboards/verify.md): make it the team's version.
- [Share dialog](https://bonnard.ai/docs/dashboards/share.md): give it to people and customers.
- [Add filters to a dashboard](https://bonnard.ai/docs/dashboards/params.md): let viewers change what it shows.
