To learn how to customize your dashboards, watch this helpful video or keep on reading.
You can customize your dashboards visually by clicking on the General & Style category in the right sidebar.
You can customize the following elements:
Company logo
Client logo
Dashboard background (upload a background image)
Dashboard colors (Dashboard background color, Header background color and title text color for dashboard and widgets, Charts and data color)
Dashboard footer ​
To see what color is meant for which part of the dashboard, hover your mouse pointer over the information circle or (i). ​
It is also possible to pick the exact color you want to use (e.g. color of your logo or colors of your website) using any color picker. Just select the color you want to get the hexadecimal value, copy that value and paste it in Reportz.
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When it comes to the Dashboard footer, you can use it to show a link to your website, your email address so clients can contact you or any relevant information that suits your report.
Although our predefined widgets are set according to industry best practices, we understand that your preferences may require certain widget tweaking. Here's how to customize your widget preferences in 3 simple steps: Step 1: Go to your dashboard, ...
Edit mode is one of the two states of the dashboard. In the Edit mode you can add and/or remove widgets, and generally do whatever you want with your dashboard. Reporting mode is the state of the dashboard as your client sees it. You can toggle ...
If you need to duplicate your Report to create another dashboard for a different client or to save your own Template of a specific custom report to use it later, you can do it easily with one click. To clone your dashboard, go to Dashboards, decide ...
Because of data caching, you can only see data until yesterday on the main dashboard. Via Today Tab, however, you can see all your data for the current day. To view the Today Tab for the desired dashboard, you need to: Go to the dashboard for which ...
To create your first dashboard, just follow these simple steps. Click on the Create Dashboard button Here you have 2 options: Start From Scratch or Start From Template. Creating Dashboards via the "Start From Scratch" Option First, enter the ...