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Dashboards

Subaccount Dashboard Page - View or Edit

Subaccount Dashboard viewing and editing. TABLE OF CONTENTS What is the Subaccount Dashboard? What Are Dashboard Modes and States? Dashboard Components…

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On this page
  1. What Are Dashboard Modes and States?
  2. Dashboard States:
  3. Dashboard Modes:
  4. Dashboard Components Overview
  5. Date Picker
  6. Dashboard Selection (Carrot Menu)
  7. Dashboard Add/Create
  8. Create A New Dashboard
  9. Create A Dashboard From Template Library
  10. Clone Existing Dashboard
  11. Date Picker
  12. Edit Button
  13. Edit Mode
  14. Add (or Edit) Widget Panel
  15. Action Menu (Three-Dot Menu)
  16. Quick Filters
  17. Add Quick Filters (panel)
  18. Filter Pills
  19. Blank Dashboard Quick Starts
  20. What Is Your Goal Widget Options Modal
  21. Top Used Widgets
  22. Widgets In View Mode
  23. Records Granular Data
  24. Widgets In Edit Mode

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Subaccount Dashboard viewing and editing.

TABLE OF CONTENTS

What is the Subaccount Dashboard?

The Dashboards are a highly customizable and always up to date report on the status of your Subaccount. First, there a few basic states the page can be in.

What Are Dashboard Modes and States?

Dashboard States:

  • With Widgets (1 or more) - The normal state of a dashboard is to have multiple widgets and elements.
    Step 1 of 2: With Widgets (1 or more) - The normal state of a dashboard is to have… What this shows Step 1 of 2: With Widgets (1 or more) - The normal state of a dashboard is to have multiple widgets and elements. What this shows Shows what this covers for step 1 of 2 in the "Dashboard States:" section of "Subaccount Dashboard Page - View or Edit". This screenshot accompanies step 1 of 2 in the "Dashboard States:" section of "Subaccount Dashboard Page - View or Edit". At this point in the walkthrough you with Widgets (1 or more) - The normal state of a dashboard is to have multiple widgets and elements. The next step is to without Widgets (0) - When a dashboard has no widgets, instead of being blank it will show a variety of quick start options. Add/create a widget to get started. Step 1 of 2Image 1 of 31 What this coversWith Widgets (1 or more) - The normal state of a dashboard is to have multiple widgets and elements.
    Buttons and menus referenced With WidgetsWithout Widgets
    Next stepWithout Widgets (0) - When a dashboard has no widgets, instead of being blank it will show a variety of quick start options. Add/create a widget to get started.
    All 2 steps in this procedure
    1. With Widgets (1 or more) - The normal state of a dashboard is to have multiple widgets and elements. this image
    2. Without Widgets (0) - When a dashboard has no widgets, instead of being blank it will show a variety of quick start options. Add/create a widget to get started.
  • Without Widgets (0) - When a dashboard has no widgets, instead of being blank it will show a variety of quick start options. Add/create a widget to get started.
    Step 2 of 2: Without Widgets (0) - When a dashboard has no widgets, instead of… What this shows Step 2 of 2: Without Widgets (0) - When a dashboard has no widgets, instead of being blank it will show a variety of quick start options. What this shows Shows what this covers for step 2 of 2 in the "Dashboard States:" section of "Subaccount Dashboard Page - View or Edit". This screenshot accompanies step 2 of 2 in the "Dashboard States:" section of "Subaccount Dashboard Page - View or Edit". At this point in the walkthrough you without Widgets (0) - When a dashboard has no widgets, instead of being blank it will show a variety of quick start options. Add/create a widget to get started. Step 2 of 2Image 2 of 31 What this coversWithout Widgets (0) - When a dashboard has no widgets, instead of being blank it will show a variety of quick start options. Add/create a widget to get started.
    Buttons and menus referenced Without WidgetsWith Widgets
    All 2 steps in this procedure
    1. With Widgets (1 or more) - The normal state of a dashboard is to have multiple widgets and elements.
    2. Without Widgets (0) - When a dashboard has no widgets, instead of being blank it will show a variety of quick start options. Add/create a widget to get started. this image

Dashboard Modes:

  • View Mode - Looks like a list of widgets with filters. The normal state of a dashboard where you change some dates and filters and learn about activity in the subaccount.
    Step 1 of 2: View Mode - Looks like a list of widgets with filters. The normal… What this shows Step 1 of 2: View Mode - Looks like a list of widgets with filters. What this shows Shows what this covers for step 1 of 2 in the "Dashboard Modes:" section of "Subaccount Dashboard Page - View or Edit". This screenshot accompanies step 1 of 2 in the "Dashboard Modes:" section of "Subaccount Dashboard Page - View or Edit". At this point in the walkthrough you view Mode - Looks like a list of widgets with filters. The normal state of a dashboard where you change some dates and filters and learn about activity in the subaccount. The next step is to edit Mode - Looks like a list of widgets with edit options. When you temporarily switch into Edit Mode you can drag & drop the widgets into a new arrangement, add/delete widgets and elements, or change the theme or title. Step 1 of 2Image 3 of 31 What this coversView Mode - Looks like a list of widgets with filters. The normal state of a dashboard where you change some dates and filters and learn about activity in the subaccount.
    Buttons and menus referenced View ModeEdit Mode
    Next stepEdit Mode - Looks like a list of widgets with edit options. When you temporarily switch into Edit Mode you can drag & drop the widgets into a new arrangement, add/delete widgets and elements, or change the theme or title.
    All 2 steps in this procedure
    1. View Mode - Looks like a list of widgets with filters. The normal state of a dashboard where you change some dates and filters and learn about activity in the subaccount. this image
    2. Edit Mode - Looks like a list of widgets with edit options. When you temporarily switch into Edit Mode you can drag & drop the widgets into a new arrangement, add/delete widgets and elements, or change the theme or title.
  • Edit Mode - Looks like a list of widgets with edit options. When you temporarily switch into Edit Mode you can drag & drop the widgets into a new arrangement, add/delete widgets and elements, or change the theme or title.
    Step 2 of 2: Edit Mode - Looks like a list of widgets with edit options. When you… What this shows Step 2 of 2: Edit Mode - Looks like a list of widgets with edit options. What this shows Shows what this covers for step 2 of 2 in the "Dashboard Modes:" section of "Subaccount Dashboard Page - View or Edit". This screenshot accompanies step 2 of 2 in the "Dashboard Modes:" section of "Subaccount Dashboard Page - View or Edit". At this point in the walkthrough you edit Mode - Looks like a list of widgets with edit options. When you temporarily switch into Edit Mode you can drag & drop the widgets into a new arrangement, add/delete widgets and elements, or change the theme or title. Step 2 of 2Image 4 of 31 What this coversEdit Mode - Looks like a list of widgets with edit options. When you temporarily switch into Edit Mode you can drag & drop the widgets into a new arrangement, add/delete widgets and elements, or change the theme or title.
    Buttons and menus referenced Edit ModeView Mode
    All 2 steps in this procedure
    1. View Mode - Looks like a list of widgets with filters. The normal state of a dashboard where you change some dates and filters and learn about activity in the subaccount.
    2. Edit Mode - Looks like a list of widgets with edit options. When you temporarily switch into Edit Mode you can drag & drop the widgets into a new arrangement, add/delete widgets and elements, or change the theme or title. this image

Dashboard Components Overview

  1. Dashboard Selection Menu - A blue button with a panel icon and a down carrot.Click to expand the dashboard selection menu.
  2. Date Picker - Two dates or a calendar with a date range.Click to select a different date range.
    The dashboard stores the selected date range per user and can also apply a dashboard-level comparison date range.
  3. Edit Button - Looks like a Pencil Icon.Click to switch from view mode to edit mode.
  4. Action Menu - Looks like three vertical dots icon.Click to open the action menu.
  5. Quick Filters Button - Blue pencil icon and "Quick Filters".Click to open the quick filters side panel.
  6. Filter Pills - White pill with a filter name and down carrot.Click to open a modal to adjust the filter.
  7. Widgets - A list of the widgets in the dashboard.
  8. Summarise with AI: Ask AI generate an overall summary of the selected dashboard

  9. Quick Start Options - What you see if the dashboard doesn't have any widgets.
Dashboard Components Overview (image 5 of 31) What this shows Dashboard Selection Menu - A blue button with a panel icon and a down carrot.Click to expand the dashboard selection menu. What this shows Illustrates the "Dashboard Components Overview" section of "Subaccount Dashboard Page - View or Edit". This screenshot appears in the "Dashboard Components Overview" section of "Subaccount Dashboard Page - View or Edit". The text alongside this image reads: Dashboard Selection Menu - A blue button with a panel icon and a down carrot.Click to expand the dashboard selection menu. Date Picker - Two dates or a calendar with a date range.Click to select a different date range. The dashboard stores the selected date range per user and can also apply a…. Immediately after, the guide continues: The Date Picker lets you select a dashboard-level date range for the current dashboard. Image 5 of 31 What to chooseDashboard Selection Menu - A blue button with a panel icon and a down carrot.Click to expand the dashboard selection menu. Date Picker - Two dates or a calendar with a date range.Click to select a different date range. The dashboard stores the selected date range per user and can also apply a dashboard-level comparison date range. Edit Button - Looks like a Pencil Icon.Click to switch from view mode to edit mode. Action Menu - Looks like three vertical dots icon.Click to open the action menu. Quick Filters Button - Blue pencil icon and "Quick Filters".Click to open the quick filters side panel. Filter Pills - White pill with a filter name and down carrot.Click to open a modal to adjust the filter. Widgets - A list of the widgets in the dashboard. Summarise with AI: Ask AI generate an overall summary of the selected dashboard Quick Start Options - What you see if the dashboard doesn't have any widgets.
Buttons and menus referenced Dashboard SelectionMenuDate PickerEdit ButtonAction MenuQuick Filters ButtonFilter PillsWidgetsQuick Start Options
Next stepThe Date Picker lets you select a dashboard-level date range for the current dashboard.
All 9 steps in this procedure
  1. Dashboard Selection Menu - A blue button with a panel icon and a down carrot.Click to expand the dashboard selection menu.
  2. Date Picker - Two dates or a calendar with a date range.Click to select a different date range. The dashboard stores the selected date range per user and can also apply a dashboard-level comparison date range.
  3. Edit Button - Looks like a Pencil Icon.Click to switch from view mode to edit mode.
  4. Action Menu - Looks like three vertical dots icon.Click to open the action menu.
  5. Quick Filters Button - Blue pencil icon and "Quick Filters".Click to open the quick filters side panel.
  6. Filter Pills - White pill with a filter name and down carrot.Click to open a modal to adjust the filter.
  7. Widgets - A list of the widgets in the dashboard.
  8. Summarise with AI: Ask AI generate an overall summary of the selected dashboard
  9. Quick Start Options - What you see if the dashboard doesn't have any widgets.
Dashboard Components Overview (image 6 of 31) What this shows Dashboard Selection Menu - A blue button with a panel icon and a down carrot.Click to expand the dashboard selection menu. What this shows Illustrates the "Dashboard Components Overview" section of "Subaccount Dashboard Page - View or Edit". This screenshot appears in the "Dashboard Components Overview" section of "Subaccount Dashboard Page - View or Edit". The text alongside this image reads: Dashboard Selection Menu - A blue button with a panel icon and a down carrot.Click to expand the dashboard selection menu. Date Picker - Two dates or a calendar with a date range.Click to select a different date range. The dashboard stores the selected date range per user and can also apply a…. Immediately after, the guide continues: The Date Picker lets you select a dashboard-level date range for the current dashboard. Image 6 of 31 What to chooseDashboard Selection Menu - A blue button with a panel icon and a down carrot.Click to expand the dashboard selection menu. Date Picker - Two dates or a calendar with a date range.Click to select a different date range. The dashboard stores the selected date range per user and can also apply a dashboard-level comparison date range. Edit Button - Looks like a Pencil Icon.Click to switch from view mode to edit mode. Action Menu - Looks like three vertical dots icon.Click to open the action menu. Quick Filters Button - Blue pencil icon and "Quick Filters".Click to open the quick filters side panel. Filter Pills - White pill with a filter name and down carrot.Click to open a modal to adjust the filter. Widgets - A list of the widgets in the dashboard. Summarise with AI: Ask AI generate an overall summary of the selected dashboard Quick Start Options - What you see if the dashboard doesn't have any widgets.
Buttons and menus referenced Dashboard SelectionMenuDate PickerEdit ButtonAction MenuQuick Filters ButtonFilter PillsWidgetsQuick Start Options
Next stepThe Date Picker lets you select a dashboard-level date range for the current dashboard.
All 9 steps in this procedure
  1. Dashboard Selection Menu - A blue button with a panel icon and a down carrot.Click to expand the dashboard selection menu.
  2. Date Picker - Two dates or a calendar with a date range.Click to select a different date range. The dashboard stores the selected date range per user and can also apply a dashboard-level comparison date range.
  3. Edit Button - Looks like a Pencil Icon.Click to switch from view mode to edit mode.
  4. Action Menu - Looks like three vertical dots icon.Click to open the action menu.
  5. Quick Filters Button - Blue pencil icon and "Quick Filters".Click to open the quick filters side panel.
  6. Filter Pills - White pill with a filter name and down carrot.Click to open a modal to adjust the filter.
  7. Widgets - A list of the widgets in the dashboard.
  8. Summarise with AI: Ask AI generate an overall summary of the selected dashboard
  9. Quick Start Options - What you see if the dashboard doesn't have any widgets.

Date Picker

The Date Picker lets you select a dashboard-level date range for the current dashboard.

  • Your selected dashboard date range saves automatically per user.
  • When you refresh the page or return later, the dashboard opens with your last saved date range.
  • You can also set a dashboard-level comparison date range.
  • General widgets use the dashboard-level comparison date range unless a widget has its own comparison setting.
  • If a widget has an explicit comparison date range, the widget-level setting overrides the dashboard-level comparison.

If a saved filter value is no longer available, such as a deleted pipeline, GHL Customer Care automatically selects the first available option.

Dashboard Selection (Carrot Menu)

  1. Search Field - "Search for a dashboard". Type to filter dashboards.
  2. Add Dashboard Button - Looks like A blue "+ Add Dashboard".Click to open the create dashboard page.
  3. My Dashboards List -  Title "My Dashboards" with list of dashboards you created.
  4. Shared with Me  Button - Title "Shared With Me" with list of dashboards you have access to from others.
  5. Open Dashboard Button - Button with an icon and name of the dashboard.Click to open the dashboard in view mode.
  6. Pin Dashboard Button - Pushpin icon. Click to pin or unpin the dashboard to the top of the list (normally sorted alphanumerically).
Dashboard Selection (Carrot Menu) (image 7 of 31) What this shows Search Field - "Search for a dashboard". What this shows Illustrates the "Dashboard Selection (Carrot Menu)" section of "Subaccount Dashboard Page - View or Edit". This screenshot appears in the "Dashboard Selection (Carrot Menu)" section of "Subaccount Dashboard Page - View or Edit". The text alongside this image reads: Search Field - "Search for a dashboard". Type to filter dashboards. Add Dashboard Button - Looks like A blue "+ Add Dashboard".Click to open the create dashboard page. My Dashboards List - Title "My Dashboards" with l ist of dashboards you created. Shared with Me Button - Title "Shared With Me"…. Immediately after, the guide continues: Back Button - Looks like "< Back". Click to return to the dashboard. Create A Blank Dashboard Button - Looks like a card with "Create a Blank Dashboard. Start fresh with a clean slate. Select." Click to start creating a new blank…. Image 7 of 31 What to fill inSearch Field - "Search for a dashboard". Type to filter dashboards. Add Dashboard Button - Looks like A blue "+ Add Dashboard".Click to open the create dashboard page. My Dashboards List - Title "My Dashboards" with l ist of dashboards you created. Shared with Me Button - Title "Shared With Me" with l ist of dashboards you have access to from others. Open Dashboard Button - Button with an icon and name of the dashboard.Click to open the dashboard in view mode. Pin Dashboard Button - Pushpin icon. Click to pin or unpin the dashboard to the top of the list (normally sorted alphanumerically).
Buttons and menus referenced Search Field -Add Dashboard Button -My Dashboards List -Shared with Me Button -Open Dashboard ButtonPin Dashboard Button
Next stepBack Button - Looks like "< Back". Click to return to the dashboard. Create A Blank Dashboard Button - Looks like a card with "Create a Blank Dashboard. Start fresh with a clean slate. Select." Click to start creating a new blank dashboard. From Template Library Button - Looks like a card with "From Template Library. Use a Readymade Template from Library or one of yours. Select." Click to start creating a new dashboard from a template. Clone Existing Dashboard Button - Looks like a card with "Clone Existing Dashboard. Make Clone of your Existing Dashboard. Select." Click to start cloning an existing dashboard.
All 6 steps in this procedure
  1. Search Field - "Search for a dashboard". Type to filter dashboards.
  2. Add Dashboard Button - Looks like A blue "+ Add Dashboard".Click to open the create dashboard page.
  3. My Dashboards List - Title "My Dashboards" with l ist of dashboards you created.
  4. Shared with Me Button - Title "Shared With Me" with l ist of dashboards you have access to from others.
  5. Open Dashboard Button - Button with an icon and name of the dashboard.Click to open the dashboard in view mode.
  6. Pin Dashboard Button - Pushpin icon. Click to pin or unpin the dashboard to the top of the list (normally sorted alphanumerically).

Dashboard Add/Create

  1. Back Button - Looks like "< Back". Click to return to the dashboard.
  2. Create A Blank Dashboard Button - Looks like a card with "Create a Blank Dashboard. Start fresh with a clean slate. Select." Click to start creating a new blank dashboard.
  3. From Template Library Button - Looks like a card with "From Template Library. Use a Readymade Template from Library or one of yours. Select." Click to start creating a new dashboard from a template.
  4. Clone Existing Dashboard Button - Looks like a card with "Clone Existing Dashboard. Make Clone of your Existing Dashboard. Select." Click to start cloning an existing dashboard.
Dashboard Add/Create (image 8 of 31) What this shows Back Button - Looks like "< Back". What this shows Illustrates the "Dashboard Add/Create" section of "Subaccount Dashboard Page - View or Edit". This screenshot appears in the "Dashboard Add/Create" section of "Subaccount Dashboard Page - View or Edit". The text alongside this image reads: Back Button - Looks like "< Back". Click to return to the dashboard. Create A Blank Dashboard Button - Looks like a card with "Create a Blank Dashboard. Start fresh with a clean slate. Select." Click to start creating a new blank dashboard. From Template Library Button - Looks like a card with…. Immediately after, the guide continues: Dashboard Name Field - Looks like a text entry field with example "(eg) Opportunity Overview". Type in new dashboard name. Private Dashboard Toggle - Looks like a blue/grey toggle with label "Set up this dashboard so only you can see it…. Image 8 of 31 What to chooseBack Button - Looks like "< Back". Click to return to the dashboard. Create A Blank Dashboard Button - Looks like a card with "Create a Blank Dashboard. Start fresh with a clean slate. Select." Click to start creating a new blank dashboard. From Template Library Button - Looks like a card with "From Template Library. Use a Readymade Template from Library or one of yours. Select." Click to start creating a new dashboard from a template. Clone Existing Dashboard Button - Looks like a card with "Clone Existing Dashboard. Make Clone of your Existing Dashboard. Select." Click to start cloning an existing dashboard.
Buttons and menus referenced Back ButtonCreate A Blank Dashboard ButtonFrom Template Library ButtonClone Existing Dashboard Button
Next stepDashboard Name Field - Looks like a text entry field with example "(eg) Opportunity Overview". Type in new dashboard name. Private Dashboard Toggle - Looks like a blue/grey toggle with label "Set up this dashboard so only you can see it. It won't be visible to other team members." Toggle on (blue right) to make the dashboard private or off (gray left) to show access settings. Agency User Access Dropdown - Looks like a dropdown named "Agency User". Select Agency User access option. Account Admin Access Dropdown - Looks like a dropdown named "Account Admin". Select Account Admin access option. Account User Access Dropdown - Looks like a dropdown named "Account User". Select Account User access option. Cancel Button - Looks like a white button labeled "Cancel". Click to close the New Dashboard modal and discard settings. Confirm Button - Looks like a blue button labeled "Confirm". Click to create and open the new dashboard.
All 4 steps in this procedure
  1. Back Button - Looks like "< Back". Click to return to the dashboard.
  2. Create A Blank Dashboard Button - Looks like a card with "Create a Blank Dashboard. Start fresh with a clean slate. Select." Click to start creating a new blank dashboard.
  3. From Template Library Button - Looks like a card with "From Template Library. Use a Readymade Template from Library or one of yours. Select." Click to start creating a new dashboard from a template.
  4. Clone Existing Dashboard Button - Looks like a card with "Clone Existing Dashboard. Make Clone of your Existing Dashboard. Select." Click to start cloning an existing dashboard.

Create A New Dashboard

  1. Dashboard Name Field - Looks like a text entry field with example "(eg) Opportunity Overview". Type in new dashboard name.
  2. Private Dashboard Toggle- Looks like a blue/grey toggle with label "Set up this dashboard so only you can see it. It won't be visible to other team members." Toggle on (blue right) to make the dashboard private or off (gray left) to show access settings.
  3. Agency User Access Dropdown - Looks like a dropdown named "Agency User". Select Agency User access option.
  4. Account Admin Access Dropdown - Looks like a dropdown named "Account Admin". Select Account Admin access option.
  5. Account User Access Dropdown- Looks like a dropdown named "Account User". Select Account User access option.
    • Access Options
      • Full Option - Looks like "Full". Select for full access.
      • Edit Option - Looks like "Edit". Select for edit only.
      • View Option - Looks like "View". Select for view only.
      • No Access Option - Looks like "No Access". Select for no access.
  6. Cancel Button - Looks like a white button labeled "Cancel". Click to close the New Dashboard modal and discard settings.
  7. Confirm Button - Looks like a blue button labeled "Confirm". Click to create and open the new dashboard.
Create A New Dashboard (image 9 of 31) What this shows Dashboard Name Field - Looks like a text entry field with example "(eg) Opportunity Overview". What this shows Illustrates the "Create A New Dashboard" section of "Subaccount Dashboard Page - View or Edit". This screenshot appears in the "Create A New Dashboard" section of "Subaccount Dashboard Page - View or Edit". The text alongside this image reads: Dashboard Name Field - Looks like a text entry field with example "(eg) Opportunity Overview". Type in new dashboard name. Private Dashboard Toggle - Looks like a blue/grey toggle with label "Set up this dashboard so only you can see it. It won't be visible to other team members." Toggle on (blue…. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: Filters Button - Looks like "Filters =". Click to show or hide the filter sidebar. Clear Filters Button - Looks like "X Clear Filters". Click to reset all filters. Search Field - Looks like "Search for a template". Type to filter…. Image 9 of 31 What to fill inDashboard Name Field - Looks like a text entry field with example "(eg) Opportunity Overview". Type in new dashboard name. Private Dashboard Toggle - Looks like a blue/grey toggle with label "Set up this dashboard so only you can see it. It won't be visible to other team members." Toggle on (blue right) to make the dashboard private or off (gray left) to show access settings. Agency User Access Dropdown - Looks like a dropdown named "Agency User". Select Agency User access option. Account Admin Access Dropdown - Looks like a dropdown named "Account Admin". Select Account Admin access option. Account User Access Dropdown - Looks like a dropdown named "Account User". Select Account User access option. Cancel Button - Looks like a white button labeled "Cancel". Click to close the New Dashboard modal and discard settings. Confirm Button - Looks like a blue button labeled "Confirm". Click to create and open the new dashboard.
Fields in this part of the guide Access Options
Buttons and menus referenced Dashboard Name FieldPrivate Dashboard ToggleAgency User Access DropdownAccount Admin Access DropdownAccount User Access DropdownAccess OptionsFullEditViewNo AccessCancel ButtonConfirm Button
Next stepFilters Button - Looks like "Filters =". Click to show or hide the filter sidebar. Clear Filters Button - Looks like "X Clear Filters". Click to reset all filters. Search Field - Looks like "Search for a template". Type to filter templates by keywords. Order Dropdown - Looks like a white dropdown. Select an option to sort templates in a specific order. Filter List Panel - Looks like a left panel with many filters. Activate or deactivate filters to refine results. Template List - Looks like a scrolling list of template cards. Scroll to browse available templates. Template Card - May show a color, icon, and name or be blank. Hover to see favorite and open buttons. Favorite Button - Looks like a star icon. Click to mark the template as a favorite. Open Button - Looks like an eye icon. Click to open template details.
All 7 steps in this procedure
  1. Dashboard Name Field - Looks like a text entry field with example "(eg) Opportunity Overview". Type in new dashboard name.
  2. Private Dashboard Toggle - Looks like a blue/grey toggle with label "Set up this dashboard so only you can see it. It won't be visible to other team members." Toggle on (blue right) to make the dashboard private or off (gray left) to show access settings.
  3. Agency User Access Dropdown - Looks like a dropdown named "Agency User". Select Agency User access option.
  4. Account Admin Access Dropdown - Looks like a dropdown named "Account Admin". Select Account Admin access option.
  5. Account User Access Dropdown - Looks like a dropdown named "Account User". Select Account User access option.
  6. Cancel Button - Looks like a white button labeled "Cancel". Click to close the New Dashboard modal and discard settings.
  7. Confirm Button - Looks like a blue button labeled "Confirm". Click to create and open the new dashboard.

Create A Dashboard From Template Library

  1. Filters Button - Looks like "Filters =". Click to show or hide the filter sidebar.
  2. Clear Filters Button - Looks like "X Clear Filters". Click to reset all filters.
  3. Search Field - Looks like "Search for a template". Type to filter templates by keywords.
  4. Order Dropdown- Looks like a white dropdown. Select an option to sort templates in a specific order.
    • Most Popular Option - Looks like "Most Popular". Select to sort by popularity.
    • Most Recent Option - Looks like "Most Recent". Select to sort by recency.
  5. Filter List Panel- Looks like a left panel with many filters. Activate or deactivate filters to refine results.
    • All Templates Button - Looks like "All Templates". Click to reset all filters.
    • My Templates Button - Looks like "My Templates". Click to show only templates you've created.
    • Shared With Me Button - Looks like "Shared with me". Click to show only imported templates.
    • Favorites Button - Looks like "Favorites". Click to show only favorited templates.
    • Browse Categories Button - Looks like "Browse Categories". Click to show or hide category checkboxes.
    • Tags Button - Looks like "Tags". Click to show or hide tag checkboxes.
  6. Template List - Looks like a scrolling list of template cards. Scroll to browse available templates.
  7. Template Card - May show a color, icon, and name or be blank. Hover to see favorite and open buttons.
  8. Favorite Button - Looks like a star icon. Click to mark the template as a favorite.
  9. Open Button - Looks like an eye icon. Click to open template details.
Create A Dashboard From Template Library (image 10 of 31) What this shows Filters Button - Looks like "Filters =". What this shows Illustrates the "Create A Dashboard From Template Library" section of "Subaccount Dashboard Page - View or Edit". This screenshot appears in the "Create A Dashboard From Template Library" section of "Subaccount Dashboard Page - View or Edit". The text alongside this image reads: Filters Button - Looks like "Filters =". Click to show or hide the filter sidebar. Clear Filters Button - Looks like "X Clear Filters". Click to reset all filters. Search Field - Looks like "Search for a template". Type to filter templates by keywords. Order Dropdown - Looks like a white dropdown…. Immediately after, the guide continues: Back Button - Looks like " ". Click to create and open the selected…. Image 10 of 31 Where to goFilters Button - Looks like "Filters =". Click to show or hide the filter sidebar. Clear Filters Button - Looks like "X Clear Filters". Click to reset all filters. Search Field - Looks like "Search for a template". Type to filter templates by keywords. Order Dropdown - Looks like a white dropdown. Select an option to sort templates in a specific order. Filter List Panel - Looks like a left panel with many filters. Activate or deactivate filters to refine results. Template List - Looks like a scrolling list of template cards. Scroll to browse available templates. Template Card - May show a color, icon, and name or be blank. Hover to see favorite and open buttons. Favorite Button - Looks like a star icon. Click to mark the template as a favorite. Open Button - Looks like an eye icon. Click to open template details.
Buttons and menus referenced Filters ButtonClear Filters ButtonSearch FieldOrder DropdownMost PopularMost RecentFilter List PanelAll TemplatesMy TemplatesShared With MeFavoritesBrowse Categories
Next stepBack Button - Looks like "< Back". Click to return to the template list. Favorite Button - Looks like "Star Favorite". Click to toggle favorite status. Continue Button - Looks like "Continue >". Click to create and open the selected dashboard. Category Pills - Looks like category names. Read to understand the grouping. Preview Image - Looks like a screenshot of the template. View to preview appearance. Expand Preview Button - Looks like an expand icon. Click to view the preview image full screen. Tag Pills - Looks like tag names. Read to understand template categorization. About Text - Looks like a long description of the template. Read to learn more. Prerequisites Text - Looks like a short description of what’s required. Read to ensure the subaccount has the necessary setup.
All 9 steps in this procedure
  1. Filters Button - Looks like "Filters =". Click to show or hide the filter sidebar.
  2. Clear Filters Button - Looks like "X Clear Filters". Click to reset all filters.
  3. Search Field - Looks like "Search for a template". Type to filter templates by keywords.
  4. Order Dropdown - Looks like a white dropdown. Select an option to sort templates in a specific order.
  5. Filter List Panel - Looks like a left panel with many filters. Activate or deactivate filters to refine results.
  6. Template List - Looks like a scrolling list of template cards. Scroll to browse available templates.
  7. Template Card - May show a color, icon, and name or be blank. Hover to see favorite and open buttons.
  8. Favorite Button - Looks like a star icon. Click to mark the template as a favorite.
  9. Open Button - Looks like an eye icon. Click to open template details.

Template Details

  1. Back Button - Looks like "< Back". Click to return to the template list.
  2. Favorite Button - Looks like "Star Favorite". Click to toggle favorite status.
  3. Continue Button - Looks like "Continue >". Click to create and open the selected dashboard.
  4. Category Pills - Looks like category names. Read to understand the grouping.
  5. Preview Image - Looks like a screenshot of the template. View to preview appearance.
  6. Expand Preview Button - Looks like an expand icon. Click to view the preview image full screen.
  7. Tag Pills - Looks like tag names. Read to understand template categorization.
  8. About Text - Looks like a long description of the template. Read to learn more.
  9. Prerequisites Text - Looks like a short description of what’s required. Read to ensure the subaccount has the necessary setup.
Template Details (image 11 of 31) What this shows Back Button - Looks like "< Back". What this shows Illustrates the "Template Details" section of "Subaccount Dashboard Page - View or Edit". This screenshot appears in the "Template Details" section of "Subaccount Dashboard Page - View or Edit". The text alongside this image reads: Back Button - Looks like " ". Click to create and open the selected dashboard. Category Pills - Looks like category names. Read to…. Immediately after, the guide continues: Select Dashboard Dropdown - Looks like "Select a dashboard". Use to choose an existing dashboard. Dashboard Name Field (New) - Looks like a text field with the selected dashboard name and " - clone". Edit to set the new dashboard name…. Image 11 of 31 What to chooseBack Button - Looks like "< Back". Click to return to the template list. Favorite Button - Looks like "Star Favorite". Click to toggle favorite status. Continue Button - Looks like "Continue >". Click to create and open the selected dashboard. Category Pills - Looks like category names. Read to understand the grouping. Preview Image - Looks like a screenshot of the template. View to preview appearance. Expand Preview Button - Looks like an expand icon. Click to view the preview image full screen. Tag Pills - Looks like tag names. Read to understand template categorization. About Text - Looks like a long description of the template. Read to learn more. Prerequisites Text - Looks like a short description of what’s required. Read to ensure the subaccount has the necessary setup.
Buttons and menus referenced Back ButtonFavorite ButtonContinue ButtonCategory PillsPreview ImageExpand Preview ButtonTag PillsAbout TextPrerequisites Text
Next stepSelect Dashboard Dropdown - Looks like "Select a dashboard". Use to choose an existing dashboard. Dashboard Name Field (New) - Looks like a text field with the selected dashboard name and " - clone". Edit to set the new dashboard name. Private Dashboard Toggle - Same as above. Toggle visibility settings. Agency User Access Dropdown - Dropdown named "Agency User". Choose an access level. Account Admin Access Dropdown - Dropdown named "Account Admin". Choose an access level. Account User Access Dropdown - Dropdown named "Account User". Choose an access level. Access Options Cancel Button - Looks like a white button labeled "Cancel". Click to close the modal and discard changes. Clone Button - Looks like a blue button labeled "Clone". Click to create and open the cloned dashboard.
All 9 steps in this procedure
  1. Back Button - Looks like "< Back". Click to return to the template list.
  2. Favorite Button - Looks like "Star Favorite". Click to toggle favorite status.
  3. Continue Button - Looks like "Continue >". Click to create and open the selected dashboard.
  4. Category Pills - Looks like category names. Read to understand the grouping.
  5. Preview Image - Looks like a screenshot of the template. View to preview appearance.
  6. Expand Preview Button - Looks like an expand icon. Click to view the preview image full screen.
  7. Tag Pills - Looks like tag names. Read to understand template categorization.
  8. About Text - Looks like a long description of the template. Read to learn more.
  9. Prerequisites Text - Looks like a short description of what’s required. Read to ensure the subaccount has the necessary setup.

Clone Existing Dashboard

  1. Select Dashboard Dropdown - Looks like "Select a dashboard". Use to choose an existing dashboard.
  2. Dashboard Name Field (New) - Looks like a text field with the selected dashboard name and " - clone". Edit to set the new dashboard name.
  3. Private Dashboard Toggle - Same as above. Toggle visibility settings.
  4. Agency User Access Dropdown - Dropdown named "Agency User". Choose an access level.
  5. Account Admin Access Dropdown - Dropdown named "Account Admin". Choose an access level.
  6. Account User Access Dropdown - Dropdown named "Account User". Choose an access level.
  7. Access Options
    • Full Option - Looks like "Full". Select for full access.
    • Edit Option - Looks like "Edit". Select for edit only.
    • View Option - Looks like "View". Select for view only.
    • No Access Option - Looks like "No Access". Select for no access.
  8. Cancel Button - Looks like a white button labeled "Cancel". Click to close the modal and discard changes.
  9. Clone Button - Looks like a blue button labeled "Clone". Click to create and open the cloned dashboard.
Clone Existing Dashboard (image 12 of 31) What this shows Select Dashboard Dropdown - Looks like "Select a dashboard". What this shows Illustrates the "Clone Existing Dashboard" section of "Subaccount Dashboard Page - View or Edit". This screenshot appears in the "Clone Existing Dashboard" section of "Subaccount Dashboard Page - View or Edit". The text alongside this image reads: Select Dashboard Dropdown - Looks like "Select a dashboard". Use to choose an existing dashboard. Dashboard Name Field (New) - Looks like a text field with the selected dashboard name and " - clone". Edit to set the new dashboard name. Private Dashboard Toggle - Same as above. Toggle visibility…. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: Looks like two dates or a calendar with a date range.Click to select a different date range. Image 12 of 31 What to chooseSelect Dashboard Dropdown - Looks like "Select a dashboard". Use to choose an existing dashboard. Dashboard Name Field (New) - Looks like a text field with the selected dashboard name and " - clone". Edit to set the new dashboard name. Private Dashboard Toggle - Same as above. Toggle visibility settings. Agency User Access Dropdown - Dropdown named "Agency User". Choose an access level. Account Admin Access Dropdown - Dropdown named "Account Admin". Choose an access level. Account User Access Dropdown - Dropdown named "Account User". Choose an access level. Access Options Cancel Button - Looks like a white button labeled "Cancel". Click to close the modal and discard changes. Clone Button - Looks like a blue button labeled "Clone". Click to create and open the cloned dashboard.
Fields in this part of the guide Access Options
Buttons and menus referenced Select Dashboard DropdownDashboard Name Field (New)Private Dashboard ToggleAgency User Access DropdownAccount Admin Access DropdownAccount User Access DropdownAccess OptionsFullEditViewNo AccessCancel Button
Next stepLooks like two dates or a calendar with a date range.Click to select a different date range.
All 9 steps in this procedure
  1. Select Dashboard Dropdown - Looks like "Select a dashboard". Use to choose an existing dashboard.
  2. Dashboard Name Field (New) - Looks like a text field with the selected dashboard name and " - clone". Edit to set the new dashboard name.
  3. Private Dashboard Toggle - Same as above. Toggle visibility settings.
  4. Agency User Access Dropdown - Dropdown named "Agency User". Choose an access level.
  5. Account Admin Access Dropdown - Dropdown named "Account Admin". Choose an access level.
  6. Account User Access Dropdown - Dropdown named "Account User". Choose an access level.
  7. Access Options
  8. Cancel Button - Looks like a white button labeled "Cancel". Click to close the modal and discard changes.
  9. Clone Button - Looks like a blue button labeled "Clone". Click to create and open the cloned dashboard.

Date Picker

Looks like two dates or a calendar with a date range.Click to select a different date range.

Date Picker (image 13 of 31) What this shows Looks like two dates or a calendar with a date range.Click to select a different date range. What this shows Illustrates the "Date Picker" section of "Subaccount Dashboard Page - View or Edit". This screenshot appears in the "Date Picker" section of "Subaccount Dashboard Page - View or Edit". The text alongside this image reads: Looks like two dates or a calendar with a date range.Click to select a different date range. Immediately after, the guide continues: Looks like a Pencil Icon.Click to switch from view mode to edit mode. Image 13 of 31 What to chooseLooks like two dates or a calendar with a date range.Click to select a different date range. Next stepLooks like a Pencil Icon.Click to switch from view mode to edit mode.



Edit Button

Looks like a Pencil Icon.Click to switch from view mode to edit mode.

Edit Button (image 14 of 31) What this shows Looks like a Pencil Icon.Click to switch from view mode to edit mode. What this shows Illustrates the "Edit Button" section of "Subaccount Dashboard Page - View or Edit". This screenshot appears in the "Edit Button" section of "Subaccount Dashboard Page - View or Edit". The text alongside this image reads: Looks like a Pencil Icon.Click to switch from view mode to edit mode. Immediately after, the guide continues: Title Field - Field with the dashboard title.Type to change the dashboard title. Cancel Button - White "Cancel". Click to exit editing mode without saving changes. Save Changes Button - White "✓ Save Changes".Click to save changes and…. Image 14 of 31 What to clickLooks like a Pencil Icon.Click to switch from view mode to edit mode. Next stepTitle Field - Field with the dashboard title.Type to change the dashboard title. Cancel Button - White "Cancel". Click to exit editing mode without saving changes. Save Changes Button - White "✓ Save Changes".Click to save changes and exit edit mode. Add Widget Button - Blue "+ Add Widget".Click to open the add/edit widget side panel.

Edit Mode

  1. Title Field - Field with the dashboard title.Type to change the dashboard title.
  2. Cancel Button - White "Cancel". Click to exit editing mode without saving changes.
  3. Save Changes Button - White "✓ Save Changes".Click to save changes and exit edit mode.
  4. Add Widget Button - Blue "+ Add Widget".Click to open the add/edit widget side panel.
Edit Mode (image 15 of 31) What this shows Title Field - Field with the dashboard title.Type to change the dashboard title. What this shows Illustrates the "Edit Mode" section of "Subaccount Dashboard Page - View or Edit". This screenshot appears in the "Edit Mode" section of "Subaccount Dashboard Page - View or Edit". The text alongside this image reads: Title Field - Field with the dashboard title.Type to change the dashboard title. Cancel Button - White "Cancel". Click to exit editing mode without saving changes. Save Changes Button - White "✓ Save Changes".Click to save changes and exit edit mode. Add Widget Button - Blue "+ Add Widget".Click…. Immediately after, the guide continues: Widgets Tab - "Widgets" underlined.Click to switch to the Widgets controls. Elements Tab (see article Subaccount Dashboard - Elements Add or Edit) - "Elements" underlined. m Click to switch to the elements controls. Themes Tab (see…. Image 15 of 31 What to fill inTitle Field - Field with the dashboard title.Type to change the dashboard title. Cancel Button - White "Cancel". Click to exit editing mode without saving changes. Save Changes Button - White "✓ Save Changes".Click to save changes and exit edit mode. Add Widget Button - Blue "+ Add Widget".Click to open the add/edit widget side panel.
Buttons and menus referenced Title FieldCancel ButtonSave Changes ButtonAdd Widget Button
Next stepWidgets Tab - "Widgets" underlined.Click to switch to the Widgets controls. Elements Tab (see article Subaccount Dashboard - Elements Add or Edit) - "Elements" underlined. m Click to switch to the elements controls. Themes Tab (see article Subaccount Dashboard - Edit Theme) - "Themes" underlined.Click to switch to the themes controls. Search Widgets - "Search Widgets".Type keywords to filter the widgets (see the lists and the green widget count next to each category change). Show By Chart Type Widgets List
All 4 steps in this procedure
  1. Title Field - Field with the dashboard title.Type to change the dashboard title.
  2. Cancel Button - White "Cancel". Click to exit editing mode without saving changes.
  3. Save Changes Button - White "✓ Save Changes".Click to save changes and exit edit mode.
  4. Add Widget Button - Blue "+ Add Widget".Click to open the add/edit widget side panel.


Add (or Edit) Widget Panel

  1. Widgets Tab - "Widgets" underlined.Click to switch to the Widgets controls.
  2. Elements Tab (see article Subaccount Dashboard - Elements Add or Edit) - "Elements" underlined.mClick to switch to the elements controls.
  3. Themes Tab (see article Subaccount Dashboard - Edit Theme) - "Themes" underlined.Click to switch to the themes controls.
  4. Search Widgets - "Search Widgets".Type keywords to filter the widgets (see the lists and the green widget count next to each category change).
  5. Show By Chart Type
    1. All Charts Button - Looks like "All".Click to remove widget list filters.
    2. Numeric Charts Button - Looks like a "#" icon.Click to filter to widgets that just display a number.
    3. Donut Charts Button - Looks like a Donut icon.Click to filter to widgets that display a donut (circle) chart.
    4. Line Charts Button - Looks like a Line icon.Click to filter to widgets that display a line graph.
    5. Bar Charts Button - Looks like a Bar icon.Click to filter to widgets that display a vertical bar graph.
    6. Horizontal Bar Charts - Looks like a Horizontal bar icon.Click to filter to widgets that display a horizontal bar graph.
    7. Table Charts Button - Looks like a Data table icon.Click to filter to widgets that display data in a table.
  6. Widgets List
    1. See article Subaccount Dashboard - Widget Types
    2. See article Subaccount Dashboard - Widgets Add or Edit
Add (or Edit) Widget Panel (image 16 of 31) What this shows Widgets Tab - "Widgets" underlined.Click to switch to the Widgets controls. What this shows Illustrates the "Add (or Edit) Widget Panel" section of "Subaccount Dashboard Page - View or Edit". This screenshot appears in the "Add (or Edit) Widget Panel" section of "Subaccount Dashboard Page - View or Edit". The text alongside this image reads: Widgets Tab - "Widgets" underlined.Click to switch to the Widgets controls. Elements Tab (see article Subaccount Dashboard - Elements Add or Edit) - "Elements" underlined. m Click to switch to the elements controls. Themes Tab (see article Subaccount Dashboard - Edit Theme) - "Themes"…. This part of the guide covers 4 fields, listed below. Immediately after, the guide continues: Clone Button - Looks like "Clone".Click to create a copy of this dashboard. Duplicate to Another Account Button - Looks like "Duplicate to another account".Click to make a copy of this dashboard in another subaccount. Upload Dashboard…. Image 16 of 31 What to fill inWidgets Tab - "Widgets" underlined.Click to switch to the Widgets controls. Elements Tab (see article Subaccount Dashboard - Elements Add or Edit) - "Elements" underlined. m Click to switch to the elements controls. Themes Tab (see article Subaccount Dashboard - Edit Theme) - "Themes" underlined.Click to switch to the themes controls. Search Widgets - "Search Widgets".Type keywords to filter the widgets (see the lists and the green widget count next to each category change). Show By Chart Type Widgets List
Fields in this part of the guide Show By Chart TypeWidgets ListSee article Subaccount Dashboard - Widget TypesSee article Subaccount Dashboard - Widgets Add or Edit
Buttons and menus referenced Widgets TabSearch WidgetsShow By Chart TypeAll Charts ButtonNumeric Charts ButtonDonut Charts ButtonLine Charts ButtonBar Charts ButtonHorizontal Bar ChartsTable Charts ButtonWidgets List
Next stepClone Button - Looks like "Clone".Click to create a copy of this dashboard. Duplicate to Another Account Button - Looks like "Duplicate to another account".Click to make a copy of this dashboard in another subaccount. Upload Dashboard Template Button - Looks like "Upload dashboard template".Click to upload a dashboard template. Set as Default Dashboard Button - Looks like "Set as default dashboard".Click to set this as the default dashboard, always visible when the subaccount reloads. Setting a default dashboard means it will show up every time users go to the Dashboard page. Make sure the dashboard you choose works well for all the users. The default dashboard serves as the primary landing page everyone sees when they log into the subaccount. Manage Dashboard Timezone Button - Looks like "Manage dashboard timezone".Click to open the manage dashboard timezone modal. Manage Permissions Button - Looks like "Manage permissions".Click to adjust the dashboard's permissions. Only dashboard owners can access these settings. Delete Dashboard Button - Looks like "Delete". Click to erase the dashboard permanently.
All 6 steps in this procedure
  1. Widgets Tab - "Widgets" underlined.Click to switch to the Widgets controls.
  2. Elements Tab (see article Subaccount Dashboard - Elements Add or Edit) - "Elements" underlined. m Click to switch to the elements controls.
  3. Themes Tab (see article Subaccount Dashboard - Edit Theme) - "Themes" underlined.Click to switch to the themes controls.
  4. Search Widgets - "Search Widgets".Type keywords to filter the widgets (see the lists and the green widget count next to each category change).
  5. Show By Chart Type
  6. Widgets List


Action Menu (Three-Dot Menu)

Action Menu (Three-Dot Menu) (image 17 of 31) What this shows Widgets Tab - "Widgets" underlined.Click to switch to the Widgets controls. What this shows Illustrates the "Action Menu (Three-Dot Menu)" section of "Subaccount Dashboard Page - View or Edit". This screenshot appears in the "Action Menu (Three-Dot Menu)" section of "Subaccount Dashboard Page - View or Edit". The text alongside this image reads: Widgets Tab - "Widgets" underlined.Click to switch to the Widgets controls. Elements Tab (see article Subaccount Dashboard - Elements Add or Edit) - "Elements" underlined. m Click to switch to the elements controls. Themes Tab (see article Subaccount Dashboard - Edit Theme) - "Themes"…. Immediately after, the guide continues: Clone Button - Looks like "Clone".Click to create a copy of this dashboard. Duplicate to Another Account Button - Looks like "Duplicate to another account".Click to make a copy of this dashboard in another subaccount. Upload Dashboard…. Image 17 of 31 What to fill inWidgets Tab - "Widgets" underlined.Click to switch to the Widgets controls. Elements Tab (see article Subaccount Dashboard - Elements Add or Edit) - "Elements" underlined. m Click to switch to the elements controls. Themes Tab (see article Subaccount Dashboard - Edit Theme) - "Themes" underlined.Click to switch to the themes controls. Search Widgets - "Search Widgets".Type keywords to filter the widgets (see the lists and the green widget count next to each category change). Show By Chart Type Widgets List
Buttons and menus referenced Clone ButtonDuplicate to Another Account ButtonDashboard Name Field -Subaccount List DropdownCancel ButtonDuplicate ButtonUpload Dashboard Template ButtonSet as Default Dashboard ButtonConfirm ButtonManage Dashboard Timezone ButtonSelect Timezone DropdownUser Timezone option
Next stepClone Button - Looks like "Clone".Click to create a copy of this dashboard. Duplicate to Another Account Button - Looks like "Duplicate to another account".Click to make a copy of this dashboard in another subaccount. Upload Dashboard Template Button - Looks like "Upload dashboard template".Click to upload a dashboard template. Set as Default Dashboard Button - Looks like "Set as default dashboard".Click to set this as the default dashboard, always visible when the subaccount reloads. Setting a default dashboard means it will show up every time users go to the Dashboard page. Make sure the dashboard you choose works well for all the users. The default dashboard serves as the primary landing page everyone sees when they log into the subaccount. Manage Dashboard Timezone Button - Looks like "Manage dashboard timezone".Click to open the manage dashboard timezone modal. Manage Permissions Button - Looks like "Manage permissions".Click to adjust the dashboard's permissions. Only dashboard owners can access these settings. Delete Dashboard Button - Looks like "Delete". Click to erase the dashboard permanently.
All 7 steps in this procedure
  1. Clone Button - Looks like "Clone".Click to create a copy of this dashboard.
  2. Duplicate to Another Account Button - Looks like "Duplicate to another account".Click to make a copy of this dashboard in another subaccount.
  3. Upload Dashboard Template Button - Looks like "Upload dashboard template".Click to upload a dashboard template.
  4. Set as Default Dashboard Button - Looks like "Set as default dashboard".Click to set this as the default dashboard, always visible when the subaccount reloads. Setting a default dashboard means it will show up every time users go to the Dashboard page. Make sure the dashboard you choose works well for all the users. The default dashboard serves as the primary landing page everyone sees when they log into the subaccount.
  5. Manage Dashboard Timezone Button - Looks like "Manage dashboard timezone".Click to open the manage dashboard timezone modal.
  6. Manage Permissions Button - Looks like "Manage permissions".Click to adjust the dashboard's permissions. Only dashboard owners can access these settings.
  7. Delete Dashboard Button - Looks like "Delete". Click to erase the dashboard permanently.
  1. Clone Button - Looks like "Clone".Click to create a copy of this dashboard.
  2. Duplicate to Another Account Button - Looks like "Duplicate to another account".Click to make a copy of this dashboard in another subaccount.
    1. Dashboard Name Field - Looks like "Dashboard Name" plus "- Copy".Type the new dashboard name.
    2. Subaccount List Dropdown - Looks like "Search Account Name". Scroll and/or type to find the target subaccount/location.
    3. Cancel Button - White "Cancel".Click to close the modal and discard changes.
    4. Duplicate Button - Blue "Duplicate".Click to create the new dashboard in the other account.
      Step 4 of 4: Duplicate Button - Blue "Duplicate".Click to create the new dashboard… What this shows Step 4 of 4: Duplicate Button - Blue "Duplicate".Click to create the new dashboard in the other account. What this shows Shows what to click for step 4 of 4 in the "Action Menu (Three-Dot Menu)" section of "Subaccount Dashboard Page - View or Edit". This screenshot accompanies step 4 of 4 in the "Action Menu (Three-Dot Menu)" section of "Subaccount Dashboard Page - View or Edit". At this point in the walkthrough you duplicate Button - Blue "Duplicate".Click to create the new dashboard in the other account. Step 4 of 4Image 18 of 31 What to clickDuplicate Button - Blue "Duplicate".Click to create the new dashboard in the other account.
      Buttons and menus referenced Duplicate ButtonClone ButtonDuplicate to Another Account ButtonDashboard Name Field -Subaccount List DropdownCancel ButtonUpload Dashboard Template ButtonSet as Default Dashboard ButtonConfirm ButtonManage Dashboard Timezone ButtonSelect Timezone DropdownUser Timezone option
      All 4 steps in this procedure
      1. Dashboard Name Field - Looks like "Dashboard Name" plus "- Copy".Type the new dashboard name.
      2. Subaccount List Dropdown - Looks like "Search Account Name". Scroll and/or type to find the target subaccount/location.
      3. Cancel Button - White "Cancel".Click to close the modal and discard changes.
      4. Duplicate Button - Blue "Duplicate".Click to create the new dashboard in the other account. this image

  3. Upload Dashboard Template Button - Looks like "Upload dashboard template".Click to upload a dashboard template.
  4. Set as Default Dashboard Button - Looks like "Set as default dashboard".Click to set this as the default dashboard, always visible when the subaccount reloads. Setting a default dashboard means it will show up every time users go to the Dashboard page. Make sure the dashboard you choose works well for all the users. The default dashboard serves as the primary landing page everyone sees when they log into the subaccount.
    1. Cancel Button - White "Cancel".Click to close the modal and discard the default change.
    2. Confirm Button - Blue "Confirm".Click to change this to the default dashboard.
      Step 2 of 2: Confirm Button - Blue "Confirm".Click to change this to the default… What this shows Step 2 of 2: Confirm Button - Blue "Confirm".Click to change this to the default dashboard. What this shows Shows how to confirm for step 2 of 2 in the "Action Menu (Three-Dot Menu)" section of "Subaccount Dashboard Page - View or Edit". This screenshot accompanies step 2 of 2 in the "Action Menu (Three-Dot Menu)" section of "Subaccount Dashboard Page - View or Edit". At this point in the walkthrough you confirm Button - Blue "Confirm".Click to change this to the default dashboard. Step 2 of 2Image 19 of 31 How to confirmConfirm Button - Blue "Confirm".Click to change this to the default dashboard.
      Buttons and menus referenced Confirm ButtonClone ButtonDuplicate to Another Account ButtonDashboard Name Field -Subaccount List DropdownCancel ButtonDuplicate ButtonUpload Dashboard Template ButtonSet as Default Dashboard ButtonManage Dashboard Timezone ButtonSelect Timezone DropdownUser Timezone option
      All 2 steps in this procedure
      1. Cancel Button - White "Cancel".Click to close the modal and discard the default change.
      2. Confirm Button - Blue "Confirm".Click to change this to the default dashboard. this image

  5. Manage Dashboard Timezone Button - Looks like "Manage dashboard timezone".Click to open the manage dashboard timezone modal.
    1. Select Timezone Dropdown - Dropdown showing a timezone.Click to select a different timezone option.
      1. User Timezone option - "User Timezone" + the timezone name and zulu offset.Select to set the timezone to your local time.
      2. Subaccount/Location Timezone option - "Location Default Timezone" + the timezone name and zulu offset.Select to set the timezone to the subaccount/location's default timezone.
    2. Cancel Button - White "Cancel".Click to close the modal and throw away changes.
    3. Save Button - Blue "Save".Click to save the new timezone option.
      Step 3 of 3: Save Button - Blue "Save".Click to save the new timezone option What this shows Step 3 of 3: Save Button - Blue "Save".Click to save the new timezone option. What this shows Shows how to confirm for step 3 of 3 in the "Action Menu (Three-Dot Menu)" section of "Subaccount Dashboard Page - View or Edit". This screenshot accompanies step 3 of 3 in the "Action Menu (Three-Dot Menu)" section of "Subaccount Dashboard Page - View or Edit". At this point in the walkthrough you save Button - Blue "Save".Click to save the new timezone option. Step 3 of 3Image 20 of 31 How to confirmSave Button - Blue "Save".Click to save the new timezone option.
      Buttons and menus referenced Save ButtonClone ButtonDuplicate to Another Account ButtonDashboard Name Field -Subaccount List DropdownCancel ButtonDuplicate ButtonUpload Dashboard Template ButtonSet as Default Dashboard ButtonConfirm ButtonManage Dashboard Timezone ButtonSelect Timezone Dropdown
      All 3 steps in this procedure
      1. Select Timezone Dropdown - Dropdown showing a timezone.Click to select a different timezone option.
      2. Cancel Button - White "Cancel".Click to close the modal and throw away changes.
      3. Save Button - Blue "Save".Click to save the new timezone option. this image
  6. Manage Permissions Button - Looks like "Manage permissions".Click to adjust the dashboard's permissions. Only dashboard owners can access these settings.
    1. Private Dashboard Toggle - Blue/grey Toggle "Private Dashboard". Set up this dashboard so only you can see it. It won't be visible to other team members. System admins will automatically have full access to this dashboard unless it's set to private.Toggle blue/right to make dashboard private to you only or grey/left to set permissions.
    2. Owner - Name and email of dashboard owner.Display only.
    3. Agency User Access Dropdown - Shows Agency User permission option.Click to select a different permission level option.
    4. Account Admin Access Dropdown - Shows Agency User permission option. Click to select a different permission level option.
    5. Account User Access Dropdown - Shows Agency User permission option.Click to select a different permission level option.
    6. Cancel Button - White "Cancel".Click to close manage permissions and discard changes.
    7. Save Button - Blue "Save".Click to save permissions changes.
      Step 7 of 7: Save Button - Blue "Save".Click to save permissions changes What this shows Step 7 of 7: Save Button - Blue "Save".Click to save permissions changes. What this shows Shows how to confirm for step 7 of 7 in the "Action Menu (Three-Dot Menu)" section of "Subaccount Dashboard Page - View or Edit". This screenshot accompanies step 7 of 7 in the "Action Menu (Three-Dot Menu)" section of "Subaccount Dashboard Page - View or Edit". At this point in the walkthrough you save Button - Blue "Save".Click to save permissions changes. Step 7 of 7Image 21 of 31 How to confirmSave Button - Blue "Save".Click to save permissions changes.
      Buttons and menus referenced Save ButtonClone ButtonDuplicate to Another Account ButtonDashboard Name Field -Subaccount List DropdownCancel ButtonDuplicate ButtonUpload Dashboard Template ButtonSet as Default Dashboard ButtonConfirm ButtonManage Dashboard Timezone ButtonSelect Timezone Dropdown
      All 7 steps in this procedure
      1. Private Dashboard Toggle - Blue/grey Toggle "Private Dashboard". Set up this dashboard so only you can see it. It won't be visible to other team members. System admins will automatically have full access to this dashboard unless it's set to private.Toggle blue/right to make dashboard private to you only or grey/left to set permissions.
      2. Owner - Name and email of dashboard owner.Display only.
      3. Agency User Access Dropdown - Shows Agency User permission option.Click to select a different permission level option.
      4. Account Admin Access Dropdown - Shows Agency User permission option. Click to select a different permission level option.
      5. Account User Access Dropdown - Shows Agency User permission option.Click to select a different permission level option.
      6. Cancel Button - White "Cancel".Click to close manage permissions and discard changes.
      7. Save Button - Blue "Save".Click to save permissions changes. this image
  7. Delete Dashboard Button - Looks like "Delete". Click to erase the dashboard permanently.
    1. Cancel Button - White "Cancel".Click to close the modal and discard the deletion.
    2. Delete Dashboard Button - Red "Delete Dashboard".Click to delete the dashboard permanently.
      Step 2 of 2: Delete Dashboard Button - Red "Delete Dashboard".Click to delete the… What this shows Step 2 of 2: Delete Dashboard Button - Red "Delete Dashboard".Click to delete the dashboard permanently. What this shows Shows what to click for step 2 of 2 in the "Action Menu (Three-Dot Menu)" section of "Subaccount Dashboard Page - View or Edit". This screenshot accompanies step 2 of 2 in the "Action Menu (Three-Dot Menu)" section of "Subaccount Dashboard Page - View or Edit". At this point in the walkthrough you delete Dashboard Button - Red "Delete Dashboard".Click to delete the dashboard permanently. Step 2 of 2Image 22 of 31 What to clickDelete Dashboard Button - Red "Delete Dashboard".Click to delete the dashboard permanently.
      Buttons and menus referenced Delete Dashboard ButtonClone ButtonDuplicate to Another Account ButtonDashboard Name Field -Subaccount List DropdownCancel ButtonDuplicate ButtonUpload Dashboard Template ButtonSet as Default Dashboard ButtonConfirm ButtonManage Dashboard Timezone ButtonSelect Timezone Dropdown
      All 2 steps in this procedure
      1. Cancel Button - White "Cancel".Click to close the modal and discard the deletion.
      2. Delete Dashboard Button - Red "Delete Dashboard".Click to delete the dashboard permanently. this image

Quick Filters

  1. Clear Filters Button - Blue "Clear".Delete all active quick filters.
  2. Filter List - Filter cards.View and control the filter settings. Max 5 filters.
  3. Add Description Button - Blue "+ Add Description".Click to show the description field. 
    • Description Field - "Description (optional). Enter Description".Type to write the filter description.
  4. Delete Filter Button - Trash can icon.Click to delete the filter.
  5. Add Quick Filters Button - Blue "+ Add Quick Filters".Click to add a new quick filter.
  6. Cancel Button - White "Cancel".Click to close the Quick Filters side panel and discard changes.
  7. Apply Button - Blue "Apply".Click to close the Quick Filters side panel and commit changes.
Quick Filters (image 23 of 31) What this shows Clear Filters Button - Blue "Clear".Delete all active quick filters. What this shows Illustrates the "Quick Filters" section of "Subaccount Dashboard Page - View or Edit". This screenshot appears in the "Quick Filters" section of "Subaccount Dashboard Page - View or Edit". The text alongside this image reads: Clear Filters Button - Blue "Clear".Delete all active quick filters. Filter List - Filter cards.View and control the filter settings. Max 5 filters. Add Description Button - Blue "+ Add Description".Click to show the description field. Delete Filter Button - Trash can icon.Click to delete the…. Immediately after, the guide continues: Search Field - "Search for fields across all data sources."Type keywords to filter the available fields in the dashboard's included data sources. Select Data Sources Multi-select - "Select data source".Select one or more of the data…. Image 23 of 31 What to clickClear Filters Button - Blue "Clear".Delete all active quick filters. Filter List - Filter cards.View and control the filter settings. Max 5 filters. Add Description Button - Blue "+ Add Description".Click to show the description field. Delete Filter Button - Trash can icon.Click to delete the filter. Add Quick Filters Button - Blue "+ Add Quick Filters".Click to add a new quick filter. Cancel Button - White "Cancel".Click to close the Quick Filters side panel and discard changes. Apply Button - Blue "Apply".Click to close the Quick Filters side panel and commit changes.
Buttons and menus referenced Clear Filters ButtonFilter ListAdd Description ButtonDescription FieldDelete Filter ButtonAdd Quick Filters ButtonCancel ButtonApply Button
Next stepSearch Field - "Search for fields across all data sources."Type keywords to filter the available fields in the dashboard's included data sources. Select Data Sources Multi-select - "Select data source".Select one or more of the data sources included in the dashboard. Click to select or click the "x" to deselect. Cancel Button - White "Cancel".Click to close the Quick Filters side panel and discard changes. Add Button - Blue "Add" (quick filter count).Click to close the Add Quick Filters side panel and return to the Quick Filters side panel with changes.
All 7 steps in this procedure
  1. Clear Filters Button - Blue "Clear".Delete all active quick filters.
  2. Filter List - Filter cards.View and control the filter settings. Max 5 filters.
  3. Add Description Button - Blue "+ Add Description".Click to show the description field.
  4. Delete Filter Button - Trash can icon.Click to delete the filter.
  5. Add Quick Filters Button - Blue "+ Add Quick Filters".Click to add a new quick filter.
  6. Cancel Button - White "Cancel".Click to close the Quick Filters side panel and discard changes.
  7. Apply Button - Blue "Apply".Click to close the Quick Filters side panel and commit changes.

Add Quick Filters (panel)

  1. Search Field - "Search for fields across all data sources."Type keywords to filter the available fields in the dashboard's included data sources.
  2. Select Data Sources Multi-select - "Select data source".Select one or more of the data sources included in the dashboard. Click to select or click the "x" to deselect.
    1. Field Checkbox - Checkbox with the name of a field.Check to select field as a quick filter, or uncheck.
  3. Cancel Button - White "Cancel".Click to close the Quick Filters side panel and discard changes.
  4. Add Button - Blue "Add" (quick filter count).Click to close the Add Quick Filters side panel and return to the Quick Filters side panel with changes.
Add Quick Filters (panel) (image 24 of 31) What this shows Search Field - "Search for fields across all data sources."Type keywords to filter the available fields in the dashboard's included data sources. What this shows Illustrates the "Add Quick Filters (panel)" section of "Subaccount Dashboard Page - View or Edit". This screenshot appears in the "Add Quick Filters (panel)" section of "Subaccount Dashboard Page - View or Edit". The text alongside this image reads: Search Field - "Search for fields across all data sources."Type keywords to filter the available fields in the dashboard's included data sources. Select Data Sources Multi-select - "Select data source".Select one or more of the data sources included in the dashboard. Click to select or click the…. Immediately after, the guide continues: Clear Button - Grey "Clear".When data is selected, click to clear it. Logic Dropdown - Dropdown showing a logic option.Click to select the appropriate logical option. Data Value Multi-select - List of data value pills.Click to select one…. Image 24 of 31 What to fill inSearch Field - "Search for fields across all data sources."Type keywords to filter the available fields in the dashboard's included data sources. Select Data Sources Multi-select - "Select data source".Select one or more of the data sources included in the dashboard. Click to select or click the "x" to deselect. Cancel Button - White "Cancel".Click to close the Quick Filters side panel and discard changes. Add Button - Blue "Add" (quick filter count).Click to close the Add Quick Filters side panel and return to the Quick Filters side panel with changes.
Buttons and menus referenced Search FieldSelect Data Sources Multi-selectField CheckboxCancel ButtonAdd Button
Next stepClear Button - Grey "Clear".When data is selected, click to clear it. Logic Dropdown - Dropdown showing a logic option.Click to select the appropriate logical option. Data Value Multi-select - List of data value pills.Click to select one or more data values, or click the "x" to deselect". Varies based on the data source. Cancel Button - White "Cancel".Click to close the modal and discard changes. Apply Button - Blue "Apply".Click to close the modal and commit changes.
All 4 steps in this procedure
  1. Search Field - "Search for fields across all data sources."Type keywords to filter the available fields in the dashboard's included data sources.
  2. Select Data Sources Multi-select - "Select data source".Select one or more of the data sources included in the dashboard. Click to select or click the "x" to deselect.
  3. Cancel Button - White "Cancel".Click to close the Quick Filters side panel and discard changes.
  4. Add Button - Blue "Add" (quick filter count).Click to close the Add Quick Filters side panel and return to the Quick Filters side panel with changes.

Filter Pills

  1. Clear Button - Grey "Clear".When data is selected, click to clear it.
  2. Logic Dropdown - Dropdown showing a logic option.Click to select the appropriate logical option.
    • "Is" - Click to set quick pill to [data source] IS [one or more data].
    • "Is not" - Click to set quick pill to [data source] IS NOT [one or more data].
    • "Is one of" - Click to set quick pill to [data source] IS ONE OF [one or more data].
    • "Is none of" - Click to set quick pill to [data source] IS NONE OF [one or more data].
    • "Is empty" - Click to set quick pill to [data source] IS EMPTY. Data field disappears.
    • "Is not empty" - Click to set quick pill to [data source] IS NOT EMPTY. Data field disappears.
  3. Data Value Multi-select - List of data value pills.Click to select one or more data values, or click the "x" to deselect". Varies based on the data source.
  4. Cancel Button - White "Cancel".Click to close the modal and discard changes.
  5. Apply Button - Blue "Apply".Click to close the modal and commit changes.
Filter Pills (image 25 of 31) What this shows Clear Button - Grey "Clear".When data is selected, click to clear it. What this shows Illustrates the "Filter Pills" section of "Subaccount Dashboard Page - View or Edit". This screenshot appears in the "Filter Pills" section of "Subaccount Dashboard Page - View or Edit". The text alongside this image reads: Clear Button - Grey "Clear".When data is selected, click to clear it. Logic Dropdown - Dropdown showing a logic option.Click to select the appropriate logical option. Data Value Multi-select - List of data value pills.Click to select one or more data values, or click the "x" to deselect". Varies…. Immediately after, the guide continues: What Is Your Goal? - A list of colorful buttons with common business functions.Brows to find an appropriate business area. Top Used Widgets - A list of widget cards.Scroll the list to discover appropriate widgets. Add A Widget Manually…. Image 25 of 31 What to chooseClear Button - Grey "Clear".When data is selected, click to clear it. Logic Dropdown - Dropdown showing a logic option.Click to select the appropriate logical option. Data Value Multi-select - List of data value pills.Click to select one or more data values, or click the "x" to deselect". Varies based on the data source. Cancel Button - White "Cancel".Click to close the modal and discard changes. Apply Button - Blue "Apply".Click to close the modal and commit changes.
Buttons and menus referenced Clear ButtonLogic Dropdown"Is""Is not""Is one of""Is none of""Is empty""Is not empty"Data Value Multi-select -Cancel ButtonApply Button
Next stepWhat Is Your Goal? - A list of colorful buttons with common business functions.Brows to find an appropriate business area. Top Used Widgets - A list of widget cards.Scroll the list to discover appropriate widgets. Add A Widget Manually Button - Blue "+ Add a widget manually".Click to open the Add New Widget Sidebar.
All 5 steps in this procedure
  1. Clear Button - Grey "Clear".When data is selected, click to clear it.
  2. Logic Dropdown - Dropdown showing a logic option.Click to select the appropriate logical option.
  3. Data Value Multi-select - List of data value pills.Click to select one or more data values, or click the "x" to deselect". Varies based on the data source.
  4. Cancel Button - White "Cancel".Click to close the modal and discard changes.
  5. Apply Button - Blue "Apply".Click to close the modal and commit changes.

Blank Dashboard Quick Starts

  1. What Is Your Goal? - A list of colorful buttons with common business functions.Brows to find an appropriate business area.

  2. Top Used Widgets - A list of widget cards.Scroll the list to discover appropriate widgets.

  3. Add A Widget Manually Button - Blue "+ Add a widget manually".Click to open the Add New Widget Sidebar.
Blank Dashboard Quick Starts (image 26 of 31) What this shows What Is Your Goal? What this shows Illustrates the "Blank Dashboard Quick Starts" section of "Subaccount Dashboard Page - View or Edit". This screenshot appears in the "Blank Dashboard Quick Starts" section of "Subaccount Dashboard Page - View or Edit". The text alongside this image reads: What Is Your Goal? - A list of colorful buttons with common business functions.Brows to find an appropriate business area. Top Used Widgets - A list of widget cards.Scroll the list to discover appropriate widgets. Add A Widget Manually Button - Blue "+ Add a widget manually".Click to open the Add…. Immediately after, the guide continues: Widget Preview - A list of widget cards.Scroll the list to discover appropriate widgets. Widget Selection Checkbox - A checkbox.Check to select or uncheck to deselect a specific widget. Reset Selection Button - "Reset Selection"Click to…. Image 26 of 31 Where to goWhat Is Your Goal? - A list of colorful buttons with common business functions.Brows to find an appropriate business area. Top Used Widgets - A list of widget cards.Scroll the list to discover appropriate widgets. Add A Widget Manually Button - Blue "+ Add a widget manually".Click to open the Add New Widget Sidebar.
Buttons and menus referenced Top Used WidgetsAdd A Widget Manually Button
Next stepWidget Preview - A list of widget cards.Scroll the list to discover appropriate widgets. Widget Selection Checkbox - A checkbox.Check to select or uncheck to deselect a specific widget. Reset Selection Button - "Reset Selection"Click to deselect all the widget card checkboxes. Cancel Button - White "Cancel".Click to close the modal and discard changes. Confirm Button - Blue "Confirm".Click to close the modal and leave the widgets selected for inclusion.
All 3 steps in this procedure
  1. What Is Your Goal? - A list of colorful buttons with common business functions.Brows to find an appropriate business area.
  2. Top Used Widgets - A list of widget cards.Scroll the list to discover appropriate widgets.
  3. Add A Widget Manually Button - Blue "+ Add a widget manually".Click to open the Add New Widget Sidebar.

What Is Your Goal Widget Options Modal

  1. Widget Preview - A list of widget cards.Scroll the list to discover appropriate widgets.
  2. Widget Selection Checkbox - A checkbox.Check to select or uncheck to deselect a specific widget.
  3. Reset Selection Button - "Reset Selection"Click to deselect all the widget card checkboxes.
  4. Cancel Button - White "Cancel".Click to close the modal and discard changes.
  5. Confirm Button - Blue "Confirm".Click to close the modal and leave the widgets selected for inclusion.
What Is Your Goal Widget Options Modal (image 27 of 31) What this shows Widget Preview - A list of widget cards.Scroll the list to discover appropriate widgets. What this shows Illustrates the "What Is Your Goal Widget Options Modal" section of "Subaccount Dashboard Page - View or Edit". This screenshot appears in the "What Is Your Goal Widget Options Modal" section of "Subaccount Dashboard Page - View or Edit". The text alongside this image reads: Widget Preview - A list of widget cards.Scroll the list to discover appropriate widgets. Widget Selection Checkbox - A checkbox.Check to select or uncheck to deselect a specific widget. Reset Selection Button - "Reset Selection"Click to deselect all the widget card checkboxes. Cancel Button -…. Immediately after, the guide continues: Widget Preview - A card with a preview of a widget.View to learn what the widget will look like. Widget Selection - A checkbox.Check to select or uncheck to deselect a specific widget. Reset Button - White "Reset".Click to deselect all…. Image 27 of 31 What to chooseWidget Preview - A list of widget cards.Scroll the list to discover appropriate widgets. Widget Selection Checkbox - A checkbox.Check to select or uncheck to deselect a specific widget. Reset Selection Button - "Reset Selection"Click to deselect all the widget card checkboxes. Cancel Button - White "Cancel".Click to close the modal and discard changes. Confirm Button - Blue "Confirm".Click to close the modal and leave the widgets selected for inclusion.
Buttons and menus referenced Widget PreviewWidget Selection CheckboxReset Selection ButtonCancel ButtonConfirm Button
Next stepWidget Preview - A card with a preview of a widget.View to learn what the widget will look like. Widget Selection - A checkbox.Check to select or uncheck to deselect a specific widget. Reset Button - White "Reset".Click to deselect all selected widgets. Confirm & Add Button - Blue "Confirm & Add".Click to close the quick start page and add the widgets to the dashboard.
All 5 steps in this procedure
  1. Widget Preview - A list of widget cards.Scroll the list to discover appropriate widgets.
  2. Widget Selection Checkbox - A checkbox.Check to select or uncheck to deselect a specific widget.
  3. Reset Selection Button - "Reset Selection"Click to deselect all the widget card checkboxes.
  4. Cancel Button - White "Cancel".Click to close the modal and discard changes.
  5. Confirm Button - Blue "Confirm".Click to close the modal and leave the widgets selected for inclusion.

Top Used Widgets

  1. Widget Preview - A card with a preview of a widget.View to learn what the widget will look like.
  2. Widget Selection - A checkbox.Check to select or uncheck to deselect a specific widget.
  3. Reset Button - White "Reset".Click to deselect all selected widgets.
  4. Confirm & Add Button - Blue "Confirm & Add".Click to close the quick start page and add the widgets to the dashboard.
Top Used Widgets (image 28 of 31) What this shows Widget Preview - A card with a preview of a widget.View to learn what the widget will look like. What this shows Illustrates the "Top Used Widgets" section of "Subaccount Dashboard Page - View or Edit". This screenshot appears in the "Top Used Widgets" section of "Subaccount Dashboard Page - View or Edit". The text alongside this image reads: Widget Preview - A card with a preview of a widget.View to learn what the widget will look like. Widget Selection - A checkbox.Check to select or uncheck to deselect a specific widget. Reset Button - White "Reset".Click to deselect all selected widgets. Confirm & Add Button - Blue "Confirm &…. Immediately after, the guide continues: Widget (in view mode) - A rectangular card that displays data.View to learn the current state of that data. Source Options Dropdown - A source option.Click to select a specific data source. Varies by widget. Date Property (present on some…. Image 28 of 31 What to chooseWidget Preview - A card with a preview of a widget.View to learn what the widget will look like. Widget Selection - A checkbox.Check to select or uncheck to deselect a specific widget. Reset Button - White "Reset".Click to deselect all selected widgets. Confirm & Add Button - Blue "Confirm & Add".Click to close the quick start page and add the widgets to the dashboard.
Buttons and menus referenced Widget PreviewWidget SelectionReset ButtonConfirm & Add Button
Next stepWidget (in view mode) - A rectangular card that displays data.View to learn the current state of that data. Source Options Dropdown - A source option.Click to select a specific data source. Varies by widget. Date Property (present on some widgets) - A source option.Click to select a specific data source. Widget Body (varies by widget) - A visual representation of the data.View, hover, and click to interact with the data.
All 4 steps in this procedure
  1. Widget Preview - A card with a preview of a widget.View to learn what the widget will look like.
  2. Widget Selection - A checkbox.Check to select or uncheck to deselect a specific widget.
  3. Reset Button - White "Reset".Click to deselect all selected widgets.
  4. Confirm & Add Button - Blue "Confirm & Add".Click to close the quick start page and add the widgets to the dashboard.

Widgets In View Mode

  1. Widget (in view mode) - A rectangular card that displays data.View to learn the current state of that data.
  2. Source Options Dropdown -  A source option.Click to select a specific data source. Varies by widget.
  3. Date Property (present on some widgets) - A source option.Click to select a specific data source.
    • Status Change Button - "Status Change"Select to calculate based on when the data's status last changed.
    • Created On Button - "Created On"Select to calculate based on when the data was created.
    • Updated On Button - "Updated On"Select to calculate based on when the data was last updated.
  4. Widget Body (varies by widget) - A visual representation of the data.View, hover, and click to interact with the data.
Widgets In View Mode (image 29 of 31) What this shows Widget (in view mode) - A rectangular card that displays data.View to learn the current state of that data. What this shows Illustrates the "Widgets In View Mode" section of "Subaccount Dashboard Page - View or Edit". This screenshot appears in the "Widgets In View Mode" section of "Subaccount Dashboard Page - View or Edit". The text alongside this image reads: Widget (in view mode) - A rectangular card that displays data.View to learn the current state of that data. Source Options Dropdown - A source option.Click to select a specific data source. Varies by widget. Date Property (present on some widgets) - A source option.Click to select a specific data…. Immediately after, the guide continues: When you click on the widget's display body it will open up a modal with a table showing the detailed/granular data behind the widget. You can export the data with the export button (the download will start automatically). Image 29 of 31 What to chooseWidget (in view mode) - A rectangular card that displays data.View to learn the current state of that data. Source Options Dropdown - A source option.Click to select a specific data source. Varies by widget. Date Property (present on some widgets) - A source option.Click to select a specific data source. Widget Body (varies by widget) - A visual representation of the data.View, hover, and click to interact with the data.
Buttons and menus referenced Widget (in view mode)Source Options DropdownDate Property (present on some widgets)Status Change Button -Created On ButtonUpdated On ButtonWidget Body (varies by widget)
Next stepWhen you click on the widget's display body it will open up a modal with a table showing the detailed/granular data behind the widget. You can export the data with the export button (the download will start automatically).
All 4 steps in this procedure
  1. Widget (in view mode) - A rectangular card that displays data.View to learn the current state of that data.
  2. Source Options Dropdown - A source option.Click to select a specific data source. Varies by widget.
  3. Date Property (present on some widgets) - A source option.Click to select a specific data source.
  4. Widget Body (varies by widget) - A visual representation of the data.View, hover, and click to interact with the data.

Records Granular Data

When you click on the widget's display body it will open up a modal with a table showing the detailed/granular data behind the widget. You can export the data with the export button (the download will start automatically).

Records Granular Data (image 30 of 31) What this shows When you click on the widget's display body it will open up a modal with a table showing the detailed/granular data behind the widget. What this shows Illustrates the "Records Granular Data" section of "Subaccount Dashboard Page - View or Edit". This screenshot appears in the "Records Granular Data" section of "Subaccount Dashboard Page - View or Edit". The text alongside this image reads: When you click on the widget's display body it will open up a modal with a table showing the detailed/granular data behind the widget. You can export the data with the export button (the download will start automatically). Immediately after, the guide continues: Drag and Drop Handle - 6-dot icon.Click and hold to drag the widget to a different location. Action Menu - 3-dot icon.Click to open a small action menu. Resize Handle - Folded corner icon.Click and drag this lower right corner to resize…. Image 30 of 31 What to clickWhen you click on the widget's display body it will open up a modal with a table showing the detailed/granular data behind the widget. You can export the data with the export button (the download will start automatically). Next stepDrag and Drop Handle - 6-dot icon.Click and hold to drag the widget to a different location. Action Menu - 3-dot icon.Click to open a small action menu. Resize Handle - Folded corner icon.Click and drag this lower right corner to resize the widget.

Widgets In Edit Mode

  1. Drag and Drop Handle - 6-dot icon.Click and hold to drag the widget to a different location.
  2. Action Menu - 3-dot icon.Click to open a small action menu.
    1. Edit Button (see the article Subaccount Dashboard - Widgets Add or Edit) - "Edit"Click to open the Edit Widget side panel.
    2. Duplicate Button - "Duplicate"Click to open the Add/Edit Widget side panel with a new widget.
    3. Delete Button - "Delete"Click to remove the widget from the dashboard.
  3. Resize Handle - Folded corner icon.Click and drag this lower right corner to resize the widget.
Widgets In Edit Mode (image 31 of 31) What this shows Drag and Drop Handle - 6-dot icon.Click and hold to drag the widget to a different location. What this shows Illustrates the "Widgets In Edit Mode" section of "Subaccount Dashboard Page - View or Edit". This screenshot appears in the "Widgets In Edit Mode" section of "Subaccount Dashboard Page - View or Edit". The text alongside this image reads: Drag and Drop Handle - 6-dot icon.Click and hold to drag the widget to a different location. Action Menu - 3-dot icon.Click to open a small action menu. Resize Handle - Folded corner icon.Click and drag this lower right corner to resize the widget. Image 31 of 31 What to clickDrag and Drop Handle - 6-dot icon.Click and hold to drag the widget to a different location. Action Menu - 3-dot icon.Click to open a small action menu. Resize Handle - Folded corner icon.Click and drag this lower right corner to resize the widget.
Buttons and menus referenced Drag and Drop HandleAction MenuDuplicate ButtonDelete ButtonResize Handle
All 3 steps in this procedure
  1. Drag and Drop Handle - 6-dot icon.Click and hold to drag the widget to a different location.
  2. Action Menu - 3-dot icon.Click to open a small action menu.
  3. Resize Handle - Folded corner icon.Click and drag this lower right corner to resize the widget.

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