Create new dashboards to help answer unique questions about campaigns or organizations
A dashboard is an interactive collection of data and visualizations, arranged as tiles. Dashboards are made up of tiles based on text, saved Looks, or queries specific to that dashboard.
As mentioned, the first place you land when selecting a report type, like transactions or the attendee report, will be on the dashboard for that data set. The dashboard for each report type will contain visualizations and a spread sheet like below.
How to create a new dashboard
Customers will have the ability to create new dashboards to group useful and interesting pieces of your data. To create a new dashboard, begin by opening an explore from one of the data sets (Transactions, Attendee Report, Registration, ect).
Open an Explore and customize your data as you like using filters, measures, and dimensions.
After you've finished customizing your look, click save to dashboard to add your look to a new dashboard.
Give your new tile a title.
Click New Dashboard on the bottom left of the popup. Alternatively you could navigate to and choose an existing dashboard. Click Save to Dashboard if you choose this option.
Once your new dashboard is created, you can view it by clicking the gear icon in the top right. From there, you can view the space, personal or group, that contains the dashboard, and click on the dashboard’s name.
How to edit a dashboard
To make changes to your dashboard, begin by opening the dashboard from the gear icon in the top right and clicking the edit button in the top right hand corner.
Move and resize tiles on a dashboard by clicking and dragging. Click on the three-line icon in the upper left of a tile to move it, or the bottom right corner of the tile to resize it.
When the dashboard is in edit mode, you can make changes to a dashboard’s individual tiles. Click the edit button at the top right of the dashboard to access the edit options for the tiles on the dashboard.
To edit the settings for a dashboard, make sure the dashboard is in edit mode and then click Settings in the upper left.
Be sure to click save.