How do I add a new card to my dashboard?
Dashboards are great ways to see the key reports for your business in one place! Adding a card to a dashboard can be done directly from the report in which you are interested.
- Navigate to the report you want to include in your dashboard.
- Select the date range and filters that you'd like to see on the card.
- Click "Add to Dashboard" on the right.
- Select the dashboard onto which to add this card.
- Give the card a title.
- Select a card type.
Once the new card is on the dashboard, you are able to make edits directly to it by clicking on the 3 dots in the top right of the card and choosing "Edit."