Make It Yours - All About Customizations

Make It Yours - All About Customizations

FAQ - Make It Yours - All About Customizations

Widget Builder

Widgets are the visualizations that populate your Custom dashboards. By creating Widget, you will be able to visualize the data you and your clients find the most important. You can add Widgets to your Dashboard and you need to create one before you can start adding Widgets. Click here to know about creating Dashboard. After creating your first Dashboard, you need to create a Widget which will assist you in getting Reports in the desired format. 

If you are on the My First Dashboard screen, click CREATE YOUR FIRST WIDGET and you will  have multiple options to create your Widget on the next screen

If you are on the Add/Manage Dashboard screen, click the pencil icon on the top ribbon and click Add on the black ribbon at the bottom of the screen. 

On the next screen, you will have multiple options to create a new Widget. They are:
  • Data Widget
  • Media Widget
  • Admin Widget
  • Select from the Most Popular Widget library

Data Widget
Data Widget allow you to display and visualize the data you’ve brought into the platform. Assembling multiple Widgets allows you to create custom dashboards and tell a story. To create a new Data Widget,
  1. Click Data Widget in the top left corner
  2. On the next screen, select Data Sources as Data Category, select Data Sources and Data View accordingly
  3. If you select Channels as Data Category, select Channel and Data View accordingly
  4. If you select Leads as Data Category, you will be redirected to Leads screen
  5. On the next screen, select a Data Column from the drop down 
  6. After selecting the select a Data Column from the drop down, select Grouped Data Columns, Duration and Type of Widget. Click Save to save the Widget


Media Widget
Media Widget is basically free form tiles with robust formatting options. This widget can be used as companions to a data widget, as a header or footer, or as a location for displaying your predefined media content. To create a new Media Widget,
  1. Click Media Widget in the top left corner
  2. On the next screen, enter Title, if you want to link Data Source to this Widget, turn the slider ON and select the Data Source from the drop down
  3. Enter the text you want to associate with the Widget in the white box.
  4. The entered text can be edited using the text editing ribbon which appears below the Title
    Click Save to save the Widget.


Admin Widget
To add Admin Widget
  1. ​Click Admin Widget on the top left of your screen 
 
  1. Select Data Columns from the drop down. Please note that you can select multiple Data Columns
  2. Select Type
  3. Click Save to save the Widget 
Select from the Most Popular Widget library
If you do not want to create a new Widget for your Dashboard, you can use existing Widget from the library to build your Dashboard
  1. Click any Widget from the Most Popular Widgets list 
  2. Check the selected column on the left and click Use Template at the bottom of the screen. 
  3. New Widget will be created and added to the Dashboard



 

Widget Builder from TapClicks on Vimeo.