Configuring Your Analytics Dashboard
To get started with your analytics dashboard, you'll need to customize the layout to match your reporting needs. The dashboard builder interface is shown below:
As you can see in the screenshot above, there are several widgets available on the left side. Click on the ones you want to add to your dashboard.
| Widget Type | Data Source | Refresh Rate | Export Format |
|---|---|---|---|
| Line Chart | User Activity | Real-time | CSV, PNG |
| Bar Graph | Revenue Data | Hourly | Excel, PDF |
| Pie Chart | Traffic Sources | Daily | PNG, SVG |
| Data Table | Customer List | On-demand | CSV, JSON |
Next, you'll want to configure each widget's settings. See the image below for the configuration panel:
The different options are displayed in the table here:
Make sure to reference the table above when selecting your date ranges and filters.
For a detailed walkthrough of the drag-and-drop functionality, watch this video:
[Video: dashboard_builder_tutorial.mp4]
Once you've arranged your widgets, the final layout should look something like this:
[Image: example_dashboard_layout.png]
To set up automated reports, navigate to the scheduling interface (shown in screenshot below):
[Image: report_scheduling.png]
The frequency options and delivery settings are visible in the dropdown menus in the image.
If you need to customize the color scheme, refer to this chart:
[Image: color_scheme_options.png]
Advanced filtering can be configured using the interface shown here:
[Image: advanced_filters.png]
Pay special attention to the highlighted sections in the screenshot above - those are the most commonly used filter types.
For comparison metrics, see the table below which shows all available comparison options:
[Table: comparison_metrics.xlsx]
If you run into any issues, check the troubleshooting flowchart:
[Image: troubleshooting_flowchart.png]
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