Setting a customised Dashboard view
Profile Dropdown → Dashboard Views
Create a personalized dashboard on the homepage for any user by adding ready-set filters and a customized PDF report. So every time the user logs in, they see exactly what they need for reporting.
Create a PDF report
Our customers see much greater value by having a specific PDF report attached to a dashboard view.
Set up a PDF report with the only the charts you want a user to see and save it
PDF reports are a key part of setting an actionable dashboard view as this is where you select the important charts that are shown to the user when they log in.
Link the PDF report to a view
Select any filters you’d like to remain active for the user when they log in. A common one is time period = Last 30 days or between x and y date.
Attach a dashboard view to a user
Profile Dropdown → Users and Teams → Pencil Icon
Once you have the view created, you know need to attach it to the user(s) of choice.
Attach a dashboard view to yourself
Profile Dropdown → My Profile
If you would like to see a particular view, you can add an existing dashboard view in the profile page.
Customize the Activity Chart
Insights page
Save any changes made to the activity chart by clicking the Save button, the current state of the chart is stored, preserving the chosen measurement, time period, or breakdown.
Any activity charts added to a PDF report from a dashboard view, will also appear on the homepage.