Organize your dashboards
The dashboards you'll have created will be all available in the left-menu under the reporting tab.
You can remove any dashboard from this quick-access list by pressing X button close to the dashboard's name. This will not delete the dashboard, but only close it and hide it from the list.
Any hidden dashboard can be found and reopened by pressing the folder button displayed on top of the list.
Settings of your dashboards
Add a new widget to a dashboard
Simply click on the New widget button to start to build a new widget for your dashboard!
Change the name/icon of a dashboard
To edit the name and the icon of a dashboard, click on the Edit dashboard settings button.
It will open a pop-up where you can type a new dashboard's name and change its icon.
Duplicate a dashboard
At any moment, you can create a copy of your dashboard by pressing the Duplicate dashboard button.
Note: the dashboards won't be linked, meaning that any edit done on one of them will not be replicated to the other.
Export a dashboard
You can export a dashboard by pressing the Download button.
You will have several file formats available to you to proceed: Excel (.xlsx), PDF (.pdf) and CSV (.csv).
Share a dashboard
It is possible to share a dashboard you created by clicking on the Share button.
For more information about dashboard sharing, please view this article
Finally, you can delete a dashboard by pressing the Delete the dashboard button.
This action cannot be undone as the dashboard will be removed from our database, so please use it with caution: you can still hide a dashboard if you do not want it to be visible in the list of dashboards.
Parameters of your dashboards
You can define some preferences and filters for a dashboard, by using the buttons to the top right of the screen.
You can define a specific attribution window for the metrics displayed on the dashboard (for Facebook only) directly here. You can also decide if the dashboard's figures need to take the margin into account or not (if there is a margin applied).
You can decide to reduce the data that will be contained on the dashboard by filtering it on specific items such as ad accounts, campaign groups, campaigns... This is very useful to build templates with specific themes, and highly recommended to reduce the loading time of the dashboards in general.
You can define a specific period to display relevant metrics about your assets - the defaults being the last 30 days.
Again, it's highly recommended to reduce the period to the minimal needed: the longer the period is, the longer the dashboard will take to load all of its data.