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.

  1. Navigate to the report you want to include in your dashboard.
  2. Select the date range and filters that you'd like to see on the card.
  3. Click "Add to Dashboard" on the right.
    1. Select the dashboard onto which to add this card.
    2. Give the card a title.
    3. 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." 




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