More Tutorials From the Community
https://youtu.be/PYIzk0P8aLQ?si=NIQZQpJSWwYUc3Ky
Effortlessly tailor your reporting experience by creating and managing multiple dashboards, ensuring they cater to your unique needs and insights. Streamline your data visualization by organizing related widgets into a unified view using our dashboard feature.
TABLE OF CONTENTS
Step 1: Navigate to Dashboards Menu
- Click on the blue dashboard navigation button, found on the left side of your screen.
Step 2: Click on "Add Dashboard"
Step 3: Assign a Title
- Give your dashboard a clear and descriptive title that aligns with its reporting purpose.
Step 4: Configure Permissions
- Set up permissions for your dashboard according to your preference. Choose between keeping it private for personal use or sharing it with your entire team.
Step 5: Click "Confirm"
Step 6: Add widgets
Choose from a list of predefined goals to instantly add relevant widgets tailored to your tracking needs.
Unsure what to track? Quickly select from the most popular widgets used by other users.
Combine Options: Select widgets from multiple goals or top-used suggestions to create a comprehensive dashboard in just a few clicks.
Manual Widget Addition: Still want full control? You can manually add widgets if needed. Learn more about adding custom widgets
Note:
Wondering which plan unlocks the customizable Dashboards?
Custom widgets and custom reports are available for the $297 and $497
What's Next:
- Edit widgets on the dashboard
- Adding widgets on the dashboard
- How to manage permissions for a dashboard
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