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Custom Dashboards In CX Social

Last Updated: Aug 08, 2017 11:23AM EDT
CX Social gives its users the option to create custom dashboards. These custom made dashboards can be tweaked to your needs and can be very useful for reporting or for getting a quick overview. Depending on the widgets you’ve added, you can see all the statistics, mentions, and charts that matter most to you in one place.
 
This is what a custom dashboard could look like:
 

 
Custom dashboards, when available in your pricing plan, are shown and created at the ‘Insights’ Section of CX Social:
 

 
In this article we will show you the following:
 

●  Creating a new dashboard
●  Adding widgets on a dashboard
●  Dashboard Extras

Creating a new dashboard
There are 3 ways to create a new dashboard:


1. Create an empty Dashboard

When you are in the Insights, just click on the ‘+’ next to ‘My Dashboards’ to create a new dashboard.
 

 
Here you can add a name for your dashboard, choose a template (here we will choose empty), choose the default topics and profiles and add your dashboard to your dashboard folders.
 

2. Copy an existing dashboard

Here you use the exact same workflow as if you were to create a new dashboard, only at the ‘Template’ section, you choose “Copy one of your existing dashboards”. You’ll notice an extra window appeared, here you can choose the dashboard you want to copy.
 

 
3. Create a new dashboard from within the Insights

When you are viewing the widgets in the Insights , you are able to add these widgets to one of your existing dashboards but also to add the widget to a new dashboard:
 

 

Adding widgets on a dashboard
A dashboard is composed of widgets that contain up-to-date data, charts, and mentions.
Widgets can be added in two ways:


1. Add a widget from the Insights or Performance

When in the Insights, open the dropdown menu on the right side of the screen and select “Add to dashboard”.
 

 
In the overlay that appears, you'll be able to select the components you'd like to see added to your Dashboard:
 

 
The popup screen shows extra options on where and how you'd like to add the component to a dashboard:
 


2. Add a widget from the widget gallery
 
While on your custom dashboard, select the 'add widget button from the toolbar on top:
 

 
This will bring up the widget gallery where you can search/filter available widgets, and select the one you want to add:
 

 
Note: If you search for 'team performance' at the top of the gallery, you will be able to add specific parts from your team performance to your dashboard.
  
When selecting a widget to add (or editing an existing one that was already on a dashboard), you can select its properties (e.g. topic it applies to, optional additional filters, and date range under 'advanced'). If you add a widget for the first time, you will get to see a live preview of the widget:
 

 
Note: If the chart builder is available in your pricing plan, you can add custom created charts/tables as a widget on your dashboard(s).

Note: We have put a limit on the amount of widgets you can add to a general dashboard. You can add up to 25 data widgets to a single dashboard. You can add an additional 50 text/note widgets. 
 

Dashboard Extras
 
1. Grouping dashboards in a specific folder
 
If you're working in a large team, it can happen that there's quite a lot of dashboards in your account. Especially if you have different topics, different brands, different reporting, ... the list could get endless.
 
Therefore we have the option to put dashboards in a specific folder to keep the overview neat and well arranged. If you want to add a dashboard to a certain folder, simply go to the dashboard settings and select the folder you wish to put the dashboard in:
 

 

 
2. The difference between date range in widgets and date range on dashboards
 
If you create a widget, you can also add a specific date range on that widget. On your dashboard, whereon you usually have a collection of widgets, you can also choose a date range. This can be a little bit confusing. We’ll explain it with an example:
 
We are now April 2017 and our widget has the date range “Last month”. The widget gives us the data for March.
 

 
If we now add a date range to our dashboard “Last Month”, we’ll notice that it gives us data for February. So the last month of the last month:
 

 
Note: If you want your widget to follow the default dashboard date range, select "Default Dashboard Date Range" under the advanced settings of the widget itself.

3. Positioning your widget

You can move a widget on a dashboard by dragging its title bar with your mouse. Resizing the widget can be done by dragging its bottom right edge

 

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