Before you begin: When creating dashboard sections, the data source assigned to a section may not provide the level of reporting detail needed to accommodate different clients' needs.
For example, you may sell several search packages to different clients using Google Ads, but for some clients, you may want to provide extra granularity in your reporting. In this case, assigning only the Google Ads data source will not provide the level of detail you need. However, there is another option.
You can assign a section in a dashboard to a "Product" that is tied to a particular client. By doing so, you gain more granular control and can produce visuals that represent individual customer data.
How to Create a List of Products
1] Log in to TapClicks and, on the Admin menu, click Products.
2] The Products page appears.
3] In the upper-right corner, click Add New Product.
4] The New Product form appears. Enter a product name and use the Active toggle to enable or disable the product.
5] Click Save to create the product.
6] Repeat steps 1-5 for each additional product you want to create.
At this point, products are now available for assigning to sections in dashboards.
Managing Dynamic Sections Based on Products
How to Create the Section
1] On the Reports menu, click Dashboards and locate the dashboard you wish to edit.
2] Add a new section by hovering your cursor over the far-right tab, and click the Add Section button as illustrated:
3] In the upper-right corner of the Create a New Section page, click the Blank Section button.
| Note: When designing a dashboard, you may want to hide sections/tabs based on whether your selected client has a data source or a product enabled. |
How to Assign a Product to a Section
4] Next to the section header, click the More Options button (three dots).
5] From the dropdown menu, click Assign Section.
6] The Assign Section popup menu appears. Using the radio button, select Products.
| Note: You can assign either a data source or a product to a section, but once one is assigned, the other option will no longer be available. |
7] From the dropdown that appears, select the product you want to assign to the section.
8] Click Save at the bottom of the Assign Sections popup. Now the visuals displayed in this section will be based on the specific product data.
For related information on this feature, please review the following articles: