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
- Click on "Add Widget" or explore suggested widgets to initiate your dashboard reporting. Learn more about adding custom widgets here
Note:
Wondering which plan unlocks the customizable multiple Dashboards?
It's currently available exclusively for the $497 plan and beyond. If you're on the $97 or $297 plan, we recommend leveling up to unlock this feature.
What's Next:
- Edit widgets on the dashboard
- Adding widgets on the dashboard
- How to manage permissions for a dashboard