Before you begin: This support guide shows you how to create a dashboard in TapClicks. A dashboard is a way to share reports with internal and external teams. Think of a dashboard as a container. Inside that container you arrange graphs, text and images to tell your story with data.
When creating a dashboard, you choose between building one from scratch and using an existing template as a starting point. In TapClicks, the various graphs and text boxes are called widgets. For detailed instructions on how to add widgets to a dashboard, please see this article.
Using the same dashboard for as many clients as possible is best practice. Using just a few dashboards across several clients, you can scale your reporting operations and filter the dashboard to a particular client.
Create a Freehand/Template Dashboard
Create a Freehand/Template Dashboard
1] On the left side menu, click Reports and then click Dashboards.
2] In the upper right, click the New Dashboard button.
3] The New Dashboard screen appears with two choices: Freehand and Dashboard Template.
| Note: Templates are predefined dashboards that come as a standard feature in TapClicks. The templates reflect channel-specific KPIs and metrics based on industry best practices. They were put together by industry analytics experts. You can use any of the templates as is, or modify them by adding or removing widgets or changing the look and feel. To use a template, you will have to make a copy of it. |
4] To create a dashboard from scratch, click Freehand on the left and go to step 7. To create a dashboard based on a pre-defined template, click Dashboard Template on the right side. The Select a Dashboard Type screen appears.
5] To search for a specific template, enter the title of the template in the search box (results appear automatically).
6] To filter the list of available templates, click Add Filters.
7] When you identify the template you want to base your dashboard on, click it.
8] Enter a title for your dashboard in the Title field.
9] From the Data Profiles dropdown menu, choose one or more data profiles for this dashboard.
10] If you change your mind and want to remove a data profile, click the x to the right of the profile.
11] Select a business unit from the Business Unit dropdown menu.
12] To optionally populate your dashboard with sample data, click the Enable Demo Mode toggle.
13] To optionally pre-filter your dashboard data on one client, click the Data Pre-Filtering dropdown arrow.
14] Choose the client from the Client dropdown menu to pre-filter on them.
15] To optionally apply styles to your dashboard, click the Styling Options dropdown arrow.
16] Choose a font size and color palette from the available choices.
17] Click Save at the bottom.
18] If you created a template-based dashboard, you are finished. To add additional widgets to your dashboard, see How to Create Widgets. If you created a freehand dashboard, see How to Create Widgets to start adding widgets.
Create a Dashboard Using AI
The Dashboard Creation Agent allows you to create a fully structured dashboard using a plain-language prompt. Rather than manually adding and arranging widgets, you can describe the dashboard you need and the agent will generate it automatically. For more information about the Dashboard Creation Agent and other AI Operator Agents, see AI Operator Agents Overview.
1] On the Dashboards page, click AI Dashboard in the upper-right corner of the page.
2] The Create Dashboard using AI modal will open. In the Prompt field, enter a plain-language description of the dashboard you want to create.
3] Optionally, select a template from the Templates dropdown menu or enter a name in the Dashboard Name field. If left blank, the templates will be auto-selected and the dashboard name will be auto-generated from your prompt.
4] Click Create to complete setup.