More Tutorials From the Community

https://youtu.be/PYIzk0P8aLQ?si=NIQZQpJSWwYUc3Ky

https://youtu.be/jaQZgs825xA

https://youtu.be/OYjkWnV9THI

https://youtu.be/RgcM4t338OU


Effortlessly tailor your reporting experience by creating and managing multiple dashboards, ensuring they cater to your unique needs and insights. Streamline your data visualization by organizing related widgets into a unified view using our dashboard feature.


TABLE OF CONTENTS

Step 1: Navigate to Dashboards Menu

  • Click on the blue dashboard navigation button, found on the left side of your screen.


Step 2: Click on "Add Dashboard"


Step 3: Assign a Title

  • Give your dashboard a clear and descriptive title that aligns with its reporting purpose.

Step 4: Configure Permissions

  • Set up permissions for your dashboard according to your preference. Choose between keeping it private for personal use or sharing it with your entire team.

Step 5: Click "Confirm"

Step 6: Add widgets

  • Click on "Add Widget" or explore suggested widgets to initiate your dashboard reporting. Learn more about adding custom widgets here


Note: 

Wondering which plan unlocks the customizable multiple Dashboards?
It's currently available exclusively for the $497 plan and beyond. If you're on the $97 or $297 plan, we recommend leveling up to unlock this feature. 


What's Next: