---
title: "Consolidate Records - Custom Dashboard"
slug: "consolidate-records-custom-dashboard"
updated: 2026-03-04T21:24:56Z
published: 2026-03-04T21:24:56Z
canonical: "knowledge.technolutions.net/consolidate-records-custom-dashboard"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://knowledge.technolutions.net/llms.txt
> Use this file to discover all available pages before exploring further.

# Consolidate Records - Custom Dashboard

You can create a [dashboard](/v1/docs/records-dashboards) to add context to records being compared in the [Consolidate Records tool](/v1/docs/consolidate-records-and-the-effects-of-main-vs-duplicate).

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Consolidate records dashboard.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A12%3A32Z&se=2026-11-09T12%3A12%3A32Z&sr=c&sp=r&sig=pCcjXDeOszCvSq0%2FK9a8pswDcToB3MDSNtHmRTNQyYw%3D)

## Creating a *Consolidate Records* dashboard

To create a new dashboard:

1. Go to **Database** **→ Dashboards.**
2. Click **New Dashboard**.
3. Configure the following settings:
  - **Status:** Defaults to *Active;* deactivate dashboards to hide them from the Consolidate Records interface.
  - **Name:** Enter a short, descriptive name, like `Consolidate records`.
  - **Type:** Consolidate Records
  - **Base:** Select a query base from among the [datasets](/v1/docs/datasets-overview) in your database. The dashboard appears in the *Compare* interface for candidate records of that dataset.
4. Click **Save**.

If you create more than one active *Consolidate Records* dashboard for a single base, these dashboards appear in the order in which they were created.

## Editing the dashboard

To populate the dashboard with information about the record being consolidated, you must:

1. Create a **query** to pull data related to the record
2. Configure the dashboard **appearance**

Both of these steps are described in [Dashboards → Editing a dashboard](/v1/docs/records-dashboards#editing-a-dashboard).

## Configure the Dashboard

To see your dashboard in action:

1. Go to **Database → Consolidate Records.**
2. Select candidate records from the base you chose for the dashboard.
3. Select **Compare** for two records.
4. The **Dashboard** appears at the top.

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Organization consolidate records dashboard.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A12%3A32Z&se=2026-11-09T12%3A12%3A32Z&sr=c&sp=r&sig=pCcjXDeOszCvSq0%2FK9a8pswDcToB3MDSNtHmRTNQyYw%3D)