Home > Get Started > Dashboard Overview

    Download this article

    Dashboard Overview

    The dashboard provides a place where you can customize your views and access reports you have pinned. Additionally, you can view dashboards shared by others through a link.

    To create a dashboard, complete the following steps:

    1. Click Dashboard on the left navigation pane, and you’ll see a list of dashboards.

    2. Click Create dashboard and enter the dashboard name in the Create new dashboard window.

    3. Click Save.

    After you complete creating the dashboard, you can customize your report dashboard with the reports you have pinned.

    You can perform the following actions:

    • For each pinned report, click the More actions button in the top-right corner of a report card.

      • Click Unpin to unpin the report from the dashboard.

      • Click Focus mode to get a better insight into the reporting data.

    • Click Filters to set the filter conditions, such comparison, date range, and user property. to refine the reporting data.

    • Click Share to share this dashboard view to specific users or groups via a sharing link.

      NOTE

      Recipients without access to this dashboard can only view the dashboard with the filters applied.

    • Click the More actions button on the top-right corner of a dashboard.

      • For the dashboards you’ve created, you can

        • Rename

        • Favorite

        • Duplicate

        • Publish

        • Set as default

        • Delete

      • For the dashboards shared with you, you can

        • Favorite

        • Leave