Creating a New Dashboard - Using a Predefined Template

There are two options available to create a new Dashboard, 'Use a Template' or 'Create a NEW Dashboard'

NOTE - Before creating a Dashboard, please ensure you have linked your Integrations to the Client 


'Select ‘Clients’ from the menu on the left hand side of the page, then 'View/Edit ' the Client you wish to work with:


Select the 'Dashboards' tab, and then on the right hand side of the page 'Create New Dashboard':



 

Next, selecting 'Use a Template' will display a list of all our available predefined templates for the Integrations selected for the Client

NOTE - Clicking 'View' next to the template name or 'Preview' at the bottom right will open a demo Dashboard of that template

To create a new Dashboard, first select the chosen template and click 'Choose this Template' highlighted in the red square below. Your new Dashboard will be generated:


At the top right of your new Dashboard is the date range selector, clicking this field presents a pop-up to select the date range you wish to include. 'Apply' your chosen range and the Dashboard will update

NOTE - Dashboards are live and will automatically update daily to display the selected timeframe - for example, today / last 7 days / last 30 days


 


NOTE -  If you click on the 'Dashboards' tab while viewing your new Dashboard, you will be redirected to the complete list of all Dashboards that have been run, and your new Dashboard will be displayed at the top of the list

NEXT STEP - Editing a Dashboard