PS: How to Create and Save a Dashboard

The Hook: Use this workflow to build a custom visualization canvas with widgets relevant to your specific reporting needs.

Prerequisites:

• None

The Steps:

1. Right-click on the blank canvas behind a widget/ report that is visible to the user, and select Clear Dashboard to start fresh.
2. Right-click again and select Add Widget.
3. Select a widget type (e.g., Key Stats, Graph) 
4. Configure the parameters under the Options Icon (Time Period, Site, Accounts).
5. Click the Green Check Mark to add the widget.
6. Repeat steps 3-5 for additional widgets.
7. Widgets can be rearranged on the dashboard by clicking on the widget and dragging it to the new area. 
   • Widgets can be locked into place by selecting the Lock Icon. 
8. Right-click on the canvas and select Save As.
9. Enter a name for the dashboard and click the Green Check Mark.

The Result Validation:

• Success: The dashboard is saved to your Favorites (Star icon) for future access.