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How to Create and Export a Custom Dashboard

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What is a Custom Dashboard?

The Custom Dashboard feature enables you to build out customized landing pages and 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

 To create a Custom Dashboard,

  1. Click Manage Dashboards in the left pane.
  2. Click Add Dashboard View.
  3. Enter the Dashboard Name.
  4. Select what Data profiles can see this dashboard. Please note that this is a required field.
  5. Choose the Font Size for the text of the widgets.
  6. Adjust the color from the Color Palette.
  7. Set the following Reporting Options:
    1. Show All Pages On Export: this will move all grids set to show all results to the bottom of the export to allow for expansion
    2. Hide Empty Widgets On Export: this will hide widgets that have no data during the export so that no blank widgets appear on the report
  1. After setting up all preferences, click Save.

 

How do I 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. The possibilities are endless.


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.

To create a section:

  1. Navigate to your Dashboard
  2. click on 'Add Section' at the top of the page.

Sections can also be used to create page breaks in the exported reports to create more consistent styling across the PDF exports.

 

How to export Custom Dashboards

The ability to export your custom dashboards and the individual widgets will allow you to send reports or create presentations that are fully customized to you and your clients. 

  1. Click on the circle with three lines in the top right corner of the custom dashboard
  2. You will see three different options for exporting the custom dashboard
    1. Export to PDF – Note that this opens a popup giving you further options
      • Export Dashboard - will export it as it appears currently on the screen. Note there is a preview option now to view this before exporting
      • Export Report - will apply all reporting options and export as it would appear as a report. Note there is a preview option now to view this before exporting
    2. Export to Excel – Note that the data for each individual widget will be on a different tab titled according to the widget name
    3. Export to PowerPoint – Note that 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 download to your computer. Please note that 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. Click on the three dots in the top right-hand corner of the widget you want to export
  2. Click one of the three options from the drop-down
    • Export to Image
    • Export Data to Excel
    • Export Data to JSON
  3. The file will download to your computer

 

 

How to export Client Report

  1. Select the client you want to view as from the drop-down menu in the very top right-hand corner
  2. Click on the circle with three lines in the top right corner of the custom dashboard
  3. You will see three different options for exporting the custom dashboard
    1. Export to PDF
    2. Export to Excel – Note that the data for each individual widget will be on a different tab titled according to the widget name
    3. Export to PowerPoint – Note that the individual widgets will get their own slides with the title of the slide being the widget name and images of the widget
  4. No matter which option you choose the data that shows in that export will be specific to the client you are viewing the custom dashboard as
  5. Once you select a file type option the file will download to your computer. Please note that this could take some time depending on the file type and number of widgets on the given custom dashboard

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