With individual dashboards you can combine relevant metrics in Swat.io Insights in a flexible way and display them easily. This allows you to create personalized reports for example for management campaigns or support, export them at any time or have the reports sent automatically.
Info: This feature is part of our Medium-, Large- and Custom-plans. Further details about the plans and included features can be found here.
All displayed metrics are based exclusively on the data provided via the official APIs of the respective social networks or calculated based on these values. Swat.io can only display the data that is transmitted by the platforms.
What are individual dashboards?
Individual dashboards allow you to combine different widgets with various metrics into a single customized overview. Unlike the Insights Explorer's predefined standard views, the dashboard consists of manually configurable analysis components.
Typical use cases:
Management reporting
Campaign performance tracking
Monitoring support or community KPIs
Comparing selected channels or formats
Creating a dashboard
Open the Insights section and select the menu item "Dashboards".
Click the option "New dashboard" in the top right corner.
Enter a name for your dashboard and save your selection.
Afterwards you can add widgets and configure your dashboard to your liking.
Adding widgets
After creating a dashboard up to 8 widgets can be added per dashboard:
Click the button "Add widget".
Choose a category and select the desired widget.
Click "Save".
Quick Tipp: An overview of all available widgets can be found in the article "Dashboard Widgets explained".
Configure widgets
Dashboards provide two filter levels. A detailed explanation of the available filter options can be found here:
Top filters (dashboard level): These filter settings apply to all widgets within the dashboard by default.
Widget filters (widget level): These filter settings apply only to the selected widget and override the top filter settings if configured.
Note: If you add a top-level filter that is not available for a specific widget - this will be indicated directly on the widget (e.g. the "post type" filter used in the "follower growth widget").
Different filter settings can be applied to widgets within the same dashboard. This means each widget can be configured independently from the others.
Adjust size, position & name
Widgets can be freely arranged and moved within the dashboard. Their position can be changed at any time via drag & drop. Each widget can also be removed individually and changes are saved directly.
This allows you to flexibly adapt your dashboard to your needs and to keep it up-to-date:
In addition the name of each widget can be customized individually. This allows you to assign a custom title to a widget for example "Top 3 posts by reach". This helps clearly define the displayed content and makes the focus of the analysis easier to understand.
Quick Tip: By hovering over the tooltip (i) in each widget you will still see the original name and the explanation of the data displayed.
Export dashboard
Dashboards can either be exported manually or scheduled as automated reports. All exports consider the widget filters that are applied and the defined time ranges. This allows you to use individual analyses internally or share them externally.
Manual export
The dashboard can be exported manually at any time. Depending on the view you can choose between PDF or Excel formats and the export includes all widgets displayed in the dashboard together with their applied filter settings. Similar to the Explorer export the report is based on the currently displayed data.
You can send the report at any time via the three-dot menu in the top right corner:
Scheduled reports
In addition to manual export dashboard reports can be sent automatically based on a defined schedule. You can define the delivery interval, recipients, filters and time range individually. Scheduled reports always contain the dashboard data available at the time of sending.
Duplicate or delete dashboard
Within the three-dot menu you also have the option to duplicate your dashboard and to create a copy including widgets, layout and filters. This allows you to quickly save a modified version of a dashboard without having to reconfigure all widgets and filters. This feature is available for our Large- and Custom-plans.
You can also delete your dashboard via this menu. The dashboard will then be permanently removed from the workspace and you will be asked to confirm the deletion beforehand. Before deleting, make sure that the dashboard is no longer needed or that no other team members rely on it.
Good to know
Data basis of dashboards
All dashboard metrics are based on data provided by the social networks via their official APIs. Changes or limitations on the platform side may directly affect the displayed values.
Difference between time range and lifetime values
Depending on the metric values may either refer to the selected time range or to the entire lifetime of a post. This can lead to differences when comparing dashboard data with platform numbers.