Creating a dashboard and adding widgets

Prerequisites for a dashboard

To create a dashboard and add widgets to it, you always need to create a metric report first. See this article

Creating a dashboard

1. To create a dashboard, go to the Dashboards section

2. Click on the dashboard title

3. Click the + icon and name your dashboard

4. You can add a description to your dashboard to define its purpose. This section will show up automatically whenever you check it later

5. By clicking on the three dots at the top right and picking Advanced settings from the dropdown, you can turn options on or off

6. For example, here we turn on this option and click save

Different Widget Options

The next sections will describe the different widgets you can use when viewing or creating a dashboard

Creating a widget

1. To add a widget, first click on the squares icon at the top right of the screen

2. Then click on the orange box New Widget

3. Name your Widget. For this example, we'll name it Weelky Sales (referring to the reports created in the article linked at the top of this one)

4. Next, select the type of Widget

Edit a Widget

1. To edit an existing widget, click the three dots at the top right of the Widget

2. Click the option to edit this widget in the dropdown menu

3. Make the changes you want and click save

Widget Colors

In the info section, you can set a background color for your table

When you hover your mouse over a color, you'll see its code pop up

In the configuration section, you can enter a code that matches a custom color palette