- Get started
- 3. Review your organization
- Gather meaningful data (Part 2)
Gather meaningful data (Part 2)
Learn more about creating Analytics dashboards and customizing charts via the web app.
Dashboard sharing
Once you've configured your analytics dashboard to suit your use case, you can selectively share it with groups or give everyone in your organization visibility. Simply click Share while viewing your dashboard and selecting the relevant groups.
What are Analytics dashboards?
The Analytics feature empowers you to see all your data in one place, although this can sometimes be overwhelming for groups or users who don't require full visibility. By creating individual Analytics dashboards, you can manage the data flow across your organization so that stakeholders only see the information most relevant to them.
Depending on the type of dashboard you want to create, you'll need the corresponding permission:
Custom dashboard: "Analytics: Manage" permission
Site-based dashboard: "Analytics: Create dashboard (site-based)" permission
Individual-based dashboard: "Analytics: Create dashboard (individual-based)" permission
Create an Analytics dashboard
Select
Analytics from the menu on the left-hand side.Click
Create dashboard on the upper-right of the page. Depending on your permission, select the type of dashboard you want to create in the pop-up window.Select from the following options:
Use a dashboard template: Select this option if you'd like to make use of pre-made templates.
Start from scratch: Select this option if you'd like to create a dashboard from scratch based on data sets you want to analyze.
Click
on the upper-left of the page to name your report.Customize the charts in your report accordingly, ensuring that each chart is populated with data and any unwanted charts are deleted. You can also add, resize, and move charts as needed.
Click Save on the upper-right of the page.
We'll be adding more Analytics chart customization options in the future. If you have any feedback or suggestions, we'd love to hear them from you!
Why customize my charts?
Customizing your charts in Analytics dashboards helps display the data that's most important to you and your organization. You can change chart styles, adjust attributes, and change filters to visualize trends in your organization.
Customize a chart
Select
Analytics from the menu on the left-hand side.Click
on the upper-right corner of the chart.In the chart builder, configure the chart accordingly.
Configure the metric and attributes relevant to the data you need.
Add filters to narrow down the data.
Select a chart type that's most relevant to your data.
Click Chart settings to add a chart title and configure the KPI if needed.
Click Save chart on the upper-right of the page to save the changes to the chart.
Click Save on the upper-right of the page to save the changes to your dashboard.
Check out more in-depth content in the Analytics section.
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