More Tutorials From the Community

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.


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


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. 

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