How To Build A Dashboard

 Appbot Custom Dashboards


Custom Dashboards allows you to easily monitor the parts of Appbot that are important to your business. You can build multiple dashboards, and select from our wide range of widgets to create a dashboard that contains all the data you need, at a glance. This article will cover how to build a custom dashboard.

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Where Are Custom Dashboards?
Custom Dashboards appear in your list of Tools. Clicking on Custom Dashboards takes you to your list of personal and team dashboards.

You can create, edit and delete your own Custom Dashboards, however you only have view access to your team-member’s dashboards in the table below.

If you want to make changes to your Team dashboards, just press the ‘Copy To My Dashboards’ button to the right and you’ll get your very own duplicate copy which you can modify however you wish.

How To Build A Custom Dashboard

Creating a new dashboard is easy:

  1. Press on ‘Create New Dashboard’ button in the top right corner of the Custom Dashboards page.
  2. Give your new dashboard a name and press ‘Create Dashboard’
  3. Pick a few widgets from the left hand side to add to your new dashboard and press the ‘Add Widgets’ button. Tip: You can hover over the widgets to preview what they look like!

Congratulations, you’ve learnt how to build a custom dashboard and your new dashboard has been created! You’ll be immediately taken to your new dashboard. You’ll also see that it has appeared the dashboards list under “My Dashboards”.

 

Adding Widgets To Your Dashboard
The next part of how to build a custom dashboard is adding widgets. To add a widget, navigate to the dashboard and press on the blue ‘+ Add Widget’ button at the top of the screen.

 
Renaming & Applying Filters To Widgets
Each widget on your custom dashboard can be renamed and filtered to only show data for a particular country, app version or star rating.

To edit a widget, press on the pencil icon at the top right of it.

You will then see a few different options for the selected widget. At the top, you’ll be able to change the name by typing a new one in the box.

Below, you can adjust the filtering for that particular widget to only show data for a particular country, app version or star rating.

Once you’ve made the necessary changes, press the green ‘Done’ button at the bottom of the window.

Viewing Your Dashboard Fullscreen
Want a full immersive dashboard experience? Press the more options button and select Fullscreen!

Re-arranging Your Dashboard
Don’t like where your widgets are on your dashboard? No problem! Just click in the top bar of any of your widgets and drag it to where you want it. Easy!

Duplicating Your Dashboard
Making a copy of one of your dashboards is also easy, all you need to do is navigate to the dashboard, hover over the more options button and click ‘Duplicate’ .

You’ll then get the option to enter a name for the new dashboard. Press ‘Create Duplicate’ once you’re happy.
7.6 Name duplicated dash

You’ll now have a copy of this dashboard in your dashboard list.

Removing Widgets From Your Dashboard
To remove a widget from your dashboard, press on the pencil icon at the top right of it.

Press the ‘Delete Widget’ button at the bottom of the window that pops up to remove that widget from your dashboard.

Confirm you wish to delete the widget but pressing ‘Delete Widget’ on the popup that appears.

Your widget has now been deleted!

Clearing A Dashboard
To completely empty your dashboard, navigate to the dashboard, hover over the more options button and click ‘Clear Dashboard’ .

Hit ‘Clear’ on the popup to confirm that you want to empty the dashboard of all widgets.

Deleting A Custom Dashboard
To permanently delete one of your Custom Dashboards, navigate to the dashboard you wish to delete, hover over the more options button and click ‘Delete Dashboard’ .

Hit ‘Delete Dashboard’ on the popup that appears to permanently delete this Custom Dashboard.

Have Your Custom Dashboard Emailed To You
Once you’ve created your Custom Dashboard, you can schedule your dashboard to send to your email inbox on a regular basis.
Learn more about Scheduling your Custom Dashboards here.

If you need any further assistance on how to build a custom dashboard, don’t hesitate to contact us at support@appbot.co with any questions.