Customize your Sortable Analytics dashboard

We recognize that many of our customers and users have different needs, and custom dashboards allow you to tailor a dashboard to your own requirements. You can create as many as you need—different people on your team may each want their own, and the system now allows for that.

So, what are custom dashboards?

A custom dashboard, much like your default dashboard, allows you to view reports and visualizations for each included widget. Unlike your default dashboard, a custom dashboard allows you to:

  • customize widgets
  • place widgets wherever you'd like
  • name the dashboard

While you can have a maximum of nine (9) widgets per dashboard, you can create as many dashboards as you need.

Custom dashboards are available to all of our customers and are automatically enabled when your account is created. If you are an existing customer and would like custom dashboards enabled, please contact us and we'll enable it for you. Any person who has access to your account will be able to both access and create dashboards in your account. 

Note: Your default dashboard will always be the one that is leftmost on your dashboard menu and will display when you first log into your account. You cannot edit or delete your default dashboard.

How do I customize my dashboard?

If you want to have widgets that aren't included in the nine (9) widgets available (widgets from your default dashboard), you'll need to create new widgets in order to add them to your dashboard. See Create a widget, below.

Create a dashboard

After this feature is enabled on your account, you'll see a MANAGE DASHBOARDS button at the top right corner of your dashboard on analytics.sortable.com

  1. Click MANAGE DASHBOARDS.
  2. Click New Dashboard.
  3. Under Name, type the name of your dashboard. This name will display in as a tab in your dashboard menu (at the top of the screen).
  4. Click the plus signfor one of the nine widget placements on your dashboard. 
  5. Click to select one of the widgets from the list provided. The nine options provided are the widgets already contained in your original dashboard. To add more widgets to this list, see Create a widget.
    Your widget will display in the widget placement you selected.
  6. Repeat steps 4 and 5 until you've added all of the widgets you want. A maximum of nine (9) widgets are permitted per dashboard, but you can create as many dashboards as you'd like.
  7. Click SAVE.

Create a widget

To create a new widget for your dashboard, you can either create a brand new report, or work from an already saved report. 

Create a widget from a new report

  1. In the left Navigation menu, click Reports > Create New Report.
  2. Select a report type.
  3. Fill out the settings, dimensions, and metrics that you want for your widget.
  4. Click SAVE AND RUN. Wait for the report to run.
  5. When the report displays, in the Visualizer section, make any necessary changes to the report. The widget will only display the ones that you save at this point.
    • Change the type of graph (selection varies on the type of report you run, but generally, you can select from bar, area, donut, map, or line graphs).
    • Change the primary dimension.
    • Change the secondary dimension.
    • Change the metrics.
  6. Click SAVE AS WIDGET
  7. In the Save as Widget dialog box, type in a name for your widget.
  8. Click CREATE WIDGET.

Create a widget from a saved report

  1. In the left Navigation menu, click Reports > Saved Reports.
  2. Run the report.
  3. When the report displays, in the Visualizer section, click SAVE AS WIDGET
  4. In the Save as Widget dialog box, type in a name for your widget.
  5. Click CREATE WIDGET.

Edit a widget

Currently, users are not able to edit a widget directly. To edit the information contained on a widget:

  1. Modify and save the saved report from which the widget was created. 
  2. Delete the original widget from your dashboard.
  3. Create a new widget.
  4. Add the new widget.

Edit a dashboard

You can edit any dashboard that you (or anyone else with access to your account) created. To edit a dashboard,

  1. Click the dashboard to select it.
  2. Click MANAGE DASHBOARDS.
  3. Click Edit.
  4. Perform one or more of the following actions:
    • Add a widget (see Create a widget, above).
    • Remove a widget (click the trash can icon at the top right corner of the widget).
    • Change the dashboard name.
    • Delete the dashboard completely. 
    • To exit Edit mode, click CANCEL or click MANAGE DASHBOARDS > Stop Editing.
  5. Click SAVE to save your changes and exit out of Edit mode.