What is a Custom Dashboard?
The custom dashboard feature enables you to build customized, interactive dashboard reports. After creating a custom dashboard, you will be able to visualize the most important data for you and your clients at one glance. There are also dashboard templates you can use to quickly get started with your analysis and reporting. These have pre-designed reports common for various channels or stakeholders.
How to Create a Custom Dashboard
Create the dashboard
1] Login to TapClicks and on the Reports menu, click Dashboards.
2] In the upper right, click Add New.
3] From the dropdown list, select Add New Dashboard.
4] Click Freehand.
5] Enter a name for the dashboard in the Title textbox.
6] Select the data profile(s) from the Data Profiles dropdown menu to display in the dashboard. NOTE: If you add an incorrect data profile, you can remove it by clicking the "x" next to its name.
7] Select, from the dropdown menu, which business unit, client, or client group can view the dashboard.
8] Enable demo mode to use sample data to populate and test your dashboard.
Set data and style options
9] To optionally pre-filter the data, click the right-facing arrow to the left of Data Pre-Filtering
10] Then choose either Client or Client Group and select a specific one from the dropdown menu to filter on.
11] To optionally control the dashboard's style, click the right-facing arrow to the left of Styling Options.
12] Choose the font size (i.e., small, medium, large) for the text of the widgets
13] To set the colors in the dashboard, use the colors in the color pallet. Colors are used in the charts from right to left. Clicking on each color reveals a palette from which you can select a specific color.
| NOTE: Click the pencil icon in the center to enter a precise color hex code, if you'd like. |
14] After setting up all preferences, click Save.
Set reporting options
15] In the upper right of the new dashboard, click the More Options (i.e., three-dot) icon.
16] From the popup menu choose Edit Reporting Options.
17] Show All Pages On Export moves all grids set to show all results to the bottom of the dashboard or section. This allows for report expansion.
18] Hide Empty Widgets On Export hides widgets that have no data during the export so that no blank widgets appear on the report.
19] Click Save.
How to Create and Organize Sections
You can use these sections to create multi-channel dashboards or use each section to display a different set of KPIs.
For example, if you have created a Google Analytics dashboard and you want to report on high-level KPIs and then have a section dedicated to Traffic Sources and another section dedicated to Device Types, you can easily separate those now.
Alternatively, you can also create a single multi-channel dashboard where each section is built for a separate channel. For example, if you’re running Google AdWords you can have a section dedicated to Google AdWords and another to Google Analytics so that clients can see the performance of their traffic.
Sections can also be used to create page breaks in the exported reports to create more consistent styling across the PDF exports.
Create a section
| NOTE: Sections can also be used to create page breaks in the exported reports to create more consistent styling across the PDF exports. |
1] Navigate to your dashboard.
2] Hover your mouse next to the Overview tab and + Add Section appears. Click it.
3] To use one of the popular, premade section templates, just click one.
4] To create a custom section, click the Add Blank Section icon in the upper left.
How to Export Custom Dashboards
The ability to export your custom dashboards and individual widgets will allow you to send reports or create presentations that are fully customized to you and your clients.
1] In the upper right of the custom dashboard, click the Quick Download icon.
2] Choose one of the three options for exporting the custom dashboard:
- PDF: this opens a popup giving you further options:
- Export Dashboard: this will export it as it appears currently on the screen. There is a preview option now to view this before exporting.
- Export Report: this will apply all reporting options and export as it would appear as a report. There is a preview option now to view this before exporting.
- Excel: the data for each individual widget will be on a different tab titled according to the widget name.
- PPT: the individual widgets will get their own slides with the title of the slide being the widget name and images of the widget.
3] Once you select a file type option, the file will appear in the Save As window. To download it to your computer, navigate to where you want to save it and click Save. NOTE: this could take some time depending on the file type and number of widgets on the given custom dashboard
How to Export Individual Widgets
This will allow you to export specific widgets. This is beneficial when you do not need the whole dashboard, but want one of the widgets as a visual for example to add to an email you are sending a client.
1] When you hover your mouse over the upper right corner of the widget you want to export, the More Options (i.e., three dots) icon appears. Click it.
2] Click one of the four options from the menu that appears:
| NOTE: Only the first option is available if your dashboard is in Demo mode. |
- Export to Image
- Export Data to Excel
- Export Data to JSON
- Export Data to CSV
3] The Save As window will appear with the file. Download it by clicking Save.
How to Export Client Reports
1] In the upper right, click the Filter Dashboard Data icon.
2] Select the client whose report you want to export from the Client dropdown menu.
| NOTE: You may also select a client group or business unit to fill your needs. |
3] Click the Apply button at the bottom to apply the filter.
4] In the upper right of the dashboard, click the Quick Download icon.
5] Choose one of the three options for exporting the client-filtered report:
- PDF: this opens a popup giving you further options:
- Export Dashboard: this will export it as it appears currently on the screen. There is a preview option now to view this before exporting.
- Export Report: this will apply all reporting options and export as it would appear as a report. There is a preview option now to view this before exporting.
- Excel: the data for each widget will be on a different tab titled according to the widget name.
- PPT: the individual widgets will get their own slides with the title of the slide being the widget name and images of the widget.
6] Once you select a file type option, the file will appear in the Save As window. To download it to your computer, navigate to where you want to save it and click Save. NOTE: this could take some time depending on the file type and number of widgets on the given custom dashboard.