Overview 

A custom dashboard is a report you build yourself, with its own name, audience, and target platform. When you create one you give it a name and optional description, choose who can view and edit it, decide whether it appears on web or mobile, and optionally set it to be emailed automatically. This lets you deliver exactly the reporting your team needs rather than relying only on the default dashboard. 

Before You Start 

You need access to the Dashboard and permission to create dashboards. Decide on the dashboard’s name, its audience (viewers and editors), where it should appear, and whether it should be emailed on a schedule. 

How to Create a Custom Dashboard

1. In the left navigation menu, select Dashboard. 

2. Click the report icon in the top-right corner. 

3. Click the plus (+) icon in the top-right corner. 

4. Enter a dashboard name. 

5. Optionally enter a description. 

6. Select who can view the dashboard by checking the boxes under Viewers. 

7. Select who can edit the dashboard by checking the relevant boxes. 

8. Select Web or Mobile, depending on where you want it displayed. 

9. To receive it by email automatically, check the box and configure the email settings. 

10. Click Create to complete the setup. 

Tips and Things to Know

• Set viewers and editors carefully—this controls who sees and changes the report. 

• Choose Web or Mobile based on where your audience will read it. 

• Enable auto-email during creation to deliver the report on a schedule. 

• After creating it, add charts and tables to bring the dashboard to life. 

Frequently Asked Questions