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How To Create A Custom Dashboard

📊 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.

🧭 Step 1: Go to the Dashboard Area

Navigate to the Dashboard section within your subaccount . Dashboard

➕ Step 2: Add a New Dashboard

Click the Dashboard Selection Menu and in the dropdown click the "+ Add Dashboard" button.

💡 Note: If you don’t see this button, make sure you're in dashboard view mode.

Dashboard

🏷️ Step 3: Enter a Dashboard Name

Type a name into the Dashboard Name field. Dashboard

🔐 Step 4: Set Dashboard Permissions

Use the Private Dashboard toggle to control visibility. Turn it ON to make it private, or OFF to allow team access.

If Private Dashboard is turned OFF, set access levels for:

  • Agency User
  • Account Admin
  • Account User

💡 Note: If this toggle is missing, ensure you're still on the "New Dashboard" page.

✅ Step 5: Confirm and Create the Dashboard

Click the "Confirm" button to finalize creation. This will open your new blank dashboard. Dashboard

🎛️ Step 6: Choose How to Add Widgets

After the dashboard is created, you'll arrive at the Quick Start Widgets page. This is the default you always see when a dashboard is blank (no widgets). Choose one of the following:

🧠 Option A: Use Suggested Widgets

Use the "What is your goal?" or "Top used widgets" quick start options. Click "Confirm & Add" to quickly insert top-used widgets.

➡️ Continue to Step 9. Dashboard

✍️ Option B: Manually Add a Widget

Click "+ Add a widget manually" to open the Add New Widget panel. ➡️ Proceed to Step 7. Dashboard

✏️ Option C: Add a Widget in Edit Mode

Click the Edit button (pencil icon) and then click "+ Add Widget" from edit mode. 💡 Note: If you don’t see this button, make sure you have entered edit mode. ➡️ Proceed to Step 7. Dashboard

⚙️ Step 7: Configure a New Widget

Use the Add New Widget panel to define your widget settings.

📘 For full details see the article: Subaccount Dashboard Page - Widgets Add or Edit. Dashboard

💾 Step 8: Save the Widget

Click the "Save" button within the widget panel.

Dashboard

💡 Step 9: Save Dashboard Edits

Click the "✓ Save Changes" button to finish. This saves your layout and exits edit mode. Dashboard