Dashboard Report Cards are customizable snapshots of data that can be displayed on a user's homepage.
Dashboard reports can be created and customized under operations. Click on a section under operations to view available reports.
The subscribers section features commonly used reports like Leads by Package, Subscriber Packages Status and Current Subscribers.
Select a report to generate. (The below report example is Leads by Package.)
Choose the data to be compiled in a report from the dropdown menu, or leave it blank to pull data from all fields.
Click CREATE REPORT to generate a report.
View the details of the report or filter which results to display under the icon. To create a dashboard from the report, select ADD DASHBOARD in the bottom righthand corner.
Create a name for the dashboard and select a chart type* option to display the data.
The "Bars" and "Bar Size" dropdown options dictate how the data is displayed.
Input the X-Axis and Y-Axis Lable descriptions and choose a color scheme if desired. Toggle between the narrow and wide display options for the dashboard card.
Select which groups will have access to the dashboard report card.
*Select a method of displaying the dashboard report card. Available chart options also include a count / sum of results.
Preview the selected chart type by clicking PREVIEW at the bottom of the page.
Creating a company dashboard makes a specific dashboard available to all users of a specific group. For example, a marketing administrator could create a dashboard visible only to the employees in the marketing group. Selecting ADD TO MY DASHBOARD will only apply the report card to that user's specific dashboard.
Below is an example of a dashboard card generated based on a report.
Click on the icon to modify the dashboard card (see below). Click Hide to hide the selected dashboard.
Select View Data to change the display of the dashboard card from a graph to a numerical list of data.
Select Open Data Dialogue to view the original report that generated the dashboard card.
Edit Display allows you to make changes to the dashboard card display and graph details.