Learn how to view and manage your custom analytics dashboards.
Managing the Analytics Home Page
The Analytics Home Page is the main area where you manage your dashboards and analyze data. To access the Analytics Home Page, click on the Analytics icon on the left side menu bar.
- Main Features of the Home Page:
- Dashboard Grid: Displays all your dashboards in a grid format. Each dashboard card provides a summary and preview of the charts it contains.
- Search Bar: Located at the top, this bar allows you to quickly filter dashboards by typing their name.
- Create New Dashboard: A button in the top-right corner lets you create a new dashboard from scratch.
How to Create a Dashboard
- Navigate to the Create Dashboard button in the top-right corner of the Analytics Home Page.
- Name Your Dashboard and click Save.
Dashboard Overview Components
Each dashboard card on the Home Page has three key actions:
- Action Icons:
- Share Icon: Share the dashboard with members of your organization. Hover over the icon to see how many users it has been shared with. By selecting it, you will be redirected to the sharing pop-up, where you can grant access to your charts.
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- Envelope Icon: Create or view recurring reports. You can schedule reports to be sent daily, weekly, monthly, or yearly to multiple participants. After reports are sent, you can view previously sent reports and download them as PDFs.
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- Locked/Unlocked Icon: Indicates if the dashboard is shared with you and whether you have view-only or edit privileges.