Using Custom Dashboards

Using Custom Dashboards

J
Written by Jamal Rahal
Updated over a week ago

Note: The number of Custom Dashboards you can create depends on your plan. You can create one custom dashboard on the Essential plan, three custom dashboards on the Premium plan, and unlimited custom dashboards on the Enterprise plan.

Web:

To Create First Custom Dashboard:

  1. Go to Reporting tab

  2. Click Summary

  3. Hover over graph to display on Custom Dashboard

  4. Click Add to Dashboard

  5. Add title and description

  6. Click Create Dashboard

To Add Graphs to Existing Custom Dashboard:

  1. Go to Reporting tab

  2. Click Summary

  3. Hover over graph to display on Custom Dashboard

  4. Click Add to Dashboard

  5. From drop-down list, select existing Custom Dashboard to add

To Access Existing Custom Dashboards:

  1. Go to Reporting tab

  2. Click Custom Dashboards

  3. From list of Custom Dashboards, select Custom Dashboard to open

To Delete Custom Dashboard:

  1. Go to Reporting tab

  2. Click Custom Dashboards

  3. To left of dashboard to delete, check box

  4. Click trash icon

  5. Click Confirm to delete dashboard

To Filter Graphs on Custom Dashboard:

  1. Go to Reporting tab

  2. Click Custom Dashboards

  3. Go to Reporting tab

  4. From list of Custom Dashboards, select dashboard to open

  5. In top right corner, click filter icon

  6. Click Edit Filters to select filters from list or click My Filters to apply saved filter configurations

To Rename Graphs on Custom Dashboard:

  1. Go to Reporting tab

  2. Click Custom Dashboards

  3. From list of Custom Dashboards, select dashboard to open

  4. In top right corner of graph, click 3 dots (⋮)

  5. Click Rename

  6. Rename graph

  7. Click Save

To Duplicate Graphs on Custom Dashboard:

  1. Go to Reporting tab

  2. Click Custom Dashboards

  3. From list of Custom Dashboards, select dashboard to open

  4. In top right corner of graph, click 3 dots (⋮)

  5. Click Duplicate

  6. Add title

  7. click Save

To Reorder Graphs on Custom Dashboard:

  1. Go to Reporting tab

  2. Click Custom Dashboards

  3. From list of Custom Dashboards, select dashboard to open

  4. In top right corner of graph, click 3 dots (⋮)

  5. Click Reorder

  6. To reorder graphs, drag and drop graph names in list to preferred order

  7. Click Save and Apply

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