✧ Widgets have a new name, now, instead of widgets, you will be building Reports.
Building a dashboard tailored to your needs is super simple. In this article, we explain step by step how to create dashboards and reports. And how to edit and share your reports.
Edit and organize your reports →
Create a new Custom Dashboard
- Hit on 'Create Dashboard' in the top-right corner
- Name your Dashboard - don't worry, you can edit the name later
- Add a short description to help your team understand the purpose of this dashboard
- Decide who should have access to the dashboard. You can start with a private dashboard and share it later.
✏️ Note » Dashboard limits: the number of dashboards allowed in your account will depend on your subscription. Reach out to your CSM or team@uxcam.com if you want to increase your limits.
Add new reports
Here’s where the magic happens. You can build a custom report, or pick from any of the reports in our library.
Using the Report Library
1- Select add report
2- Select a report from the list by:
- Filtering by category
- Searching for a certain keyword
- Browsing through the list
3- You can either view it and save it or just click on 'Add' to include it in your Dashboard
Some reports will require you to select a specific event or property, just follow the instructions to complete the report creation.
You’re all set! The report will be added automatically to your Dashboard.
✏️ Note » Predefined reports are fully customizable, just click on the three dots and select edit report to change any parameters.
Create a report from scratch
1- Click on 'build from scratch
Left side panel
2- Select from any of the available data points (events, sessions, users, screens, crashes, UI freezes, or handled exceptions).
3- Choose the metric. Depending on the parameter you have decided to analyze, you will have different options for metrics and groupings. (Sneak peek of the different metrics)
4- Select among the available aggregators for that metric. Depending on the dimension, you will have Total, normalized total %, min, max, or avg.
5- Apply filters if needed.
6- Select the grouping options (by default we group it by date > day) You can apply up to two groupings and change the order.
Right side panel
7- Select between the different visualization options (Chart, Table, or Numeric)
8- Select the time range (you would be able to change it directly on the report once you create it)
9- Once you’re happy with the results, click on Create Report, add a name and save it.
🎉 Congrats! You’ve created your first report!
💡Tip » building and experimenting with reports is super simple thanks to the preview option on the right side.
Editing and organizing reports
1- Drag and drop reports to redistribute them and organize your dashboard.
2- Resize reports. Just click on the bottom right corner and drag it until it is the size you want.
3- Rename reports. Click on the three dots to open the report menu and select rename report to edit the title.
4- Duplicate reports. Easily duplicate a report by clicking on the three dots and selecting duplicate report.
5- Delete reports. Go to the report menu and select delete to remove a report.
6- Edit report settings. Click on the three dots and select edit report to adjust the metrics, data points, visualization option, grouping or filters.
7- Change the chart type (only available for chart report). Enter the report menu to select a different chart type.
8- Export data. (only available for tables and charts) you can download tables as .csv or charts as .csv, xls, png, jpeg, pdf, svg.
9- Adjust the time range. you can adjust it at the report level (different time ranges per report) or at the dashboard level (one time period that overrides all report). To add a time period for the entire dashboard, use the option ‘single date range’ on the top-right corner.
Editing Dashboards
1- Rename a Dashboard
2- Delete a Dashboard
3- Change access settings or share a public link.
4- Add a single time range to the Dashboard. Please note that this will overwrite the selected date in the reports.
5- Refresh data. To make sure your Dashboard is always updated, hit this button before reviewing the metrics and after making any changes.
Sharing Dashboards
Data is useless if it is not shared and used to make informed decisions. It's important to keep your company's most important KPIs front and center so everyone can access them.
Transparency and visualization not only help promote teamwork and collaboration, it also improves the work environment and helps keep everyone in the company informed.
With the sharing functionality you can:
» Create private Dashboards to experiment with your own metrics and projects.
» Share Dashboards with your entire team to collaborate and improve information visibility and accessibility.
» Generate reports to share with different stakeholders through a public link that does not require login.
Just click on Share Dashboard and select the access settings, you can change them at any time.
⚠️ Please note that when you generate a public link users will only have access to that specific Dashboard and won’t be able to click on the graphs to see the sessions and qualitative data.
See all data points and metrics that are available in the Customizable Dashboard →