---
title: Add note cards
slug: '1924'
canonical_url: https://docs.coveo.com/en/1924/
collection: coveo-analytics
source_format: adoc
---
# Add note cards
[Coveo analytics dashboards](https://docs.coveo.com/en/1542/) offer many ways to review the [data](https://docs.coveo.com/en/259/) collected by [Coveo Analytics](https://docs.coveo.com/en/182/).
You can add Note [cards](https://docs.coveo.com/en/267/) to [dashboards](https://docs.coveo.com/en/256/) to highlight important elements in existing cards, such as statistics that require attention or configuration change history, or to warn users.

**Example**

You don't want your colleagues to modify a dashboard, so you add a note card to let them know.

![Example of a note card | Coveo Analytics](https://docs.coveo.com/en/assets/images/coveo-analytics/ua-note-card-example.png)

## Add note cards in dashboards

. In an existing dashboard, click **Edit** in the upper-right corner to access Edit mode.

> **Note**
>
> In a [new dashboard](https://docs.coveo.com/en/1631/), the report is in Edit mode by default.

. In a section, click **Add card to section**.

> **Tip**
>
> You can also [duplicate an existing card](https://docs.coveo.com/en/1804/) with [copy16px], and then only modify what needs to be different.

. In the **Add a Card** dialog:

.. Select **Note**.

.. In the first input, enter a meaningful **Card title**.
For example, `Warning for the Visit Clickthrough Graphic`.

.. In the **Note** input, enter a comment, an explanation, or a warning in plain text or using [Markdown syntax](https://www.markdownguide.org/basic-syntax/).

> **Tip**
>
> You can expand the **Formatting** section to review some Markdown syntax elements.
> 
> ![Note card format example | Coveo Analytics](:https://docs.coveo.com/en/assets/images/coveo-analytics/ua-note-card-format.png)

**Examples**

* You want to refer to another one of your Coveo organization reports:

`+<REPORT_TITLE>: https://platform.cloud.coveo.com/admin/#/orgid/usage/reports/dashboard/title_organizationid+`

* You want to embed a YouTube video, such as the **Commerce Personalization Functionality** video:

![Example of Markdown syntax in note cards | Coveo Analytics](https://docs.coveo.com/en/assets/images/coveo-analytics/note-cards-markdown-ex.png)

```text
 **Commerce Personalization Functionality**
 [![Video thumbnail](http://img.youtube.com/vi/rvnxX-c3lGo/0.jpg)]
 (http://www.youtube.com/watch?feature=player_embedded&v=rvnxX-c3lGo "Open on YouTube")
```

.. In the **Preview** section, you can see how the note content will appear after adding or saving the card.

.. In the **Advanced Settings** section, under **Type**, select whether the note is an **Information** or a **Warning** type.

.. Click **Add Card**.

. Back on the dashboard, click **Save** in the upper-right corner.

## Required privileges


The following table indicates the required privileges to view and edit dashboards from the [**Reports**](https://platform.cloud.coveo.com/admin/#/orgid/usage/reports/) ([platform-ca](https://platform-ca.cloud.coveo.com/admin/#/orgid/usage/reports/) | [platform-eu](https://platform-eu.cloud.coveo.com/admin/#/orgid/usage/reports/) | [platform-au](https://platform-au.cloud.coveo.com/admin/#/orgid/usage/reports/)) page and associated panels (see [Manage privileges](https://docs.coveo.com/en/3151/) and [Privilege reference](https://docs.coveo.com/en/1707/)).

Access to dashboards or part of their content may be further restricted as a function of the member (see [Manage access to reports](https://docs.coveo.com/en/1888/) and [Manage permission filters](https://docs.coveo.com/en/1917/)).

[cols="3",options="header"]
|===
|Action
|Service - Domain
|Required access level

|View dashboards
|Analytics - Analytics data  
Analytics - Dimensions  
Analytics - Reports  
Organization - Organization
|View

.3+|Edit dashboards
|Analytics - Analytics data  
Analytics - Dimensions  
Organization - Organization
|View

|Analytics - Reports
|Edit

|Analytics - Administrate
|Allowed
|===