How to create the best overview of your dashboard:

All users can create their own layout within their dashboard. "The best way" to set up your layout is different for every user, but we can help you with the steps to easily create your own "ideal" overview.

Re-arrange your dashboard

Step 1: Dashboard

Go to 'Reporting' on the left-hand side of the page and click on 'Dashboard'.

Open

Step 2: Layout

Click on ‘LAYOUT’ at the top right corner to edit your dashboard.

Open

Once you’ve clicked on ‘LAYOUT’, you will see an icon with 4 squares in the top right corner. Click on this button, to apply a ‘Quick layout’.

You can choose to apply a single, 2, or 3 column layout.

Or you can choose to create your own dashboard layout. Just select one of the blue dots in the chart you like to resize or move.

You can also right-click on your chart and then you will be able to edit, export, resize, zoom, and remove your chart from the layout.

Once you are satisfied with the new layout you select Done to save it.

Step 3: Add charts

To add new charts, click on the blue ‘Charts’ button in the bottom left corner. Create new charts, or use existing charts. Drag the charts into your dashboard.

Step 4: Own overview

To create your own overview you can easily slide the charts with your mouse. Just click on and hold the chart to slide it through your dashboard. 

Step 5: Done

If you are satisfied with your dashboard, you can click on the green ‘done’ button in the top right corner to save all changes you’ve made.

Delete charts

Deleting charts can be useful for a better overview of the relevant charts, but is also necessary if you have reached the chart limit.

Step 1: Charts tab

Open the blue Charts tab.

This panel shows you all your charts that are not part of your dashboard layout.

Step 2: Edit icon

Select the three-dot menu icon of the chart you like to remove.

Step 3: Delete

Select Delete chart.

Video Walkthrough