> For the complete documentation index, see [llms.txt](https://docs.openg2p.org/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.openg2p.org/1.3/monitoring-and-reporting/reporting-framework/user-guides/dashboards-creation-guide.md).

# Dashboards Creation Guide

This document contains instructions for the developers (or dashboard creators) to create dashboards to visualize data on OpenSearch.

## Prerequisites

* OpenSearch and Reporting are installed and user roles are allocated for being able to access OpenSearch.

## Procedure

* Go to OpenSearch Dashboards -> Dashboard Management -> Index Pattern. Create an Index Pattern with following parameters:
  * Index Pattern Name : schema name + table name with wildcard to match all environments. Example `*.public.res_partner*` or `*.public.g2p_program_membership` .
  * Timestamp field: `@timestamp_gen` .
* Go to Discover and select the Index Pattern (from the menu on the top left) to look at the data present in OpenSearch.
* Go to Visualization (or Visualize menu), and create all the visualizations as per your requirement with appropriate names. Each visualization corresponds to one graph/metric/chart.
* Go to Dashboards. Create a Dashboard, and add all the visualization created before to this dashboard. Each Dashboard is a collection of visualizations. Lay out the position and size of the visualizations on the Dashboard and save it.
* Export Dashboard from Saved Object menu (include related objects while exporting).

[Learn more>>](https://opensearch.org/docs/latest/dashboards/dashboard/index/)


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.openg2p.org/1.3/monitoring-and-reporting/reporting-framework/user-guides/dashboards-creation-guide.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
