In this article, you’ll learn how to create Dashboards, use widgets, export Reports, and schedule them automatically.
Info: This feature is included in our Medium-, Large- and Custom-packages. You can find more details on the packages and the included features here.
What are Dashboards?
With Dashboards, you can combine multiple widgets into a single overview. Reports are exportable/schedulable versions of your dashboard data that you can download as PDF or Excel or send automatically via email.
Important: Exporting and scheduling reports will only be possible in the new Dashboards area going forward. The “Automated Reports” menu section will be removed.
Areas in the Dashboard
Setup & configuration
With one click on the plus icon next to the “Dashboard” name, you can create a new dashboard. A dashboard consists of one or more widgets. You can add up to 8 widgets per dashboard. A widget can be added via the Add widget button and displays metrics that can be configured and sorted individually.
Info: Creating multiple dashboards is only available in our Large and Custom plans.
The following metrics are available for widgets:
Fans & Subscribers Summary
Fans & Subscribers Per Channel
Post Performance Summary
Post Performance Per Channel
Post Performance
After adding a widget, you can change the display. Widgets can be expanded/collapsed, the order can be changed via drag & drop, and the tiles can be resized.
You can also duplicate individual widgets, and show or hide individual metrics within a widget. The filter system is explained in the next chapter here.
Filter system
There are two filter levels:
Top filter (global): These settings apply by default to all widgets in a dashboard.
Widget filter (per widget): These settings apply only to the respective widget and override the top filter if set.
Schedule report
Via the menu item at the top right, you can schedule and share a report. You can also select the format (PDF or Excel), the frequency (weekly, monthly, or quarterly), additional filters, and recipients. You can also show an email preview.
Export reports
Under this menu item, you can also request a PDF or Excel export. The export is delivered via email and reflects the widgets visible in the dashboard.
Duplicate or delete a dashboard
Here you can also duplicate your dashboard and create an exact copy (incl. widgets, layout, and filters). This lets you create a variant quickly without having to set up all widgets again.
You can also delete your dashboard here. This removes the dashboard from the workspace. Deletion is irreversible, and you’ll be asked to confirm before proceeding. Before deleting, check whether you really no longer need the dashboard or if someone else on the team still uses it.
