1. Overview

       Dashboards can be used to:

• Integrate multiple reports into one dashboard for a quick view.
• Arrange the layout for various reports within a dashboard as you need.
• Set different display formats for reports to present data in profound ways.
• Share the dashboard among different roles and users.
• Open report details quickly to perform further data analysis.

2. Usage Guide

       The following shows the Dashboard interface.

2.1 Create Dashboard

       After a product is created, the system will automatically generate a preset Basic Dashboard when reported events meet specific conditions, so it'll be easier for clients to get started.

       You can also create dashboards manually. Click the "+New" button in the left-side menu to open a pop-up. Follow the prompts to create a dashboard as needed.

• Create Empty Dashboard

       Define the dashboard name, its associated folder, and its visibility permissions.

• Create Dashboard from Template

       When selecting "Create Dashboard from Template," a list of existing group templates will open. You can choose a group template to use. If the tracked events used in the group template are fully available under the current product and the data types match, dashboard will be created succeefully.

       For more details on group templates and their usage, refer to the "Group Template" section.

• Create Folder

       When creating a dashboard, you must specify the folder it belongs to. If you wish to save the dashboard in a custom folder, you have to create in advance. If no folder is created, the dashboard will be saved in the default "My Dashboards" folder.

2.2 Share Dashboard

       This feature allows you to share dashboard with specific roles or individuals.

• Only myself: After the dashboard is created, it is visible only to the creator and not shared with others.
• By Role: Share the dashboard with specific roles. All users under the selected roles will be able to view the dashboard. Multiple roles can be selected.
• Specific User: Share the dashboard with specific users. Only the selected users will be able to view the dashboard. Multiple users can be selected.

       When a dashboard is shared, it will appear in the "Shared with Me" folder of the recipients. If the recipient is not a super administrator, group administrator, or added as a collaborator on the dashboard, they can only view the dashboard but cannot edit or manage it.

2.3 Manage Dashboard

2.3.1 Add Reports & Notes

       After an empty dashboard is created, you need to add existing reports or create new notes.

       Open the report management window through Dashboard-->Manage-->Manage Report.

       In the pop-up window, add more reports into the dashboard by checking the checkbox next to report name.

       You can also unfold each analysis model, or use the search bar to quickly find the report you want to add.

       The report list will display all reports you created. If the desired report is not in the list, you can click the "New Report" button to quickly enter the analysis models and create a new report.

       If you want to add notes to the dashboard or any report in it, you can click "+Note". Text, images, and hyperlinks are all allowed. Additionally, notes can be dragged to adjust their layout and size.

2.3.2 Design Layout

       To help you focus on key data and arrange reports in a way you like, the dashboard supports various layout settings and the ability to drag and reposition reports.

       In the "Manage Board" overlay, selected reports are automatically added to the layout area on the left, from which you can clearly see the arrangement of reports and notes on the current dashboard.

       When you hover over a report or note, a dropdown appears, allowing you to adjust the layout or remove the report or note.

• All types of reports can be set to a 1/2 layout or full-width layout.
• Event Analysis reports can be set to a 1/4 layout. Only one key metric will be displayed.
• Clicking "Remove" in the dropdown will remove the report from the dashboard.

       After completing the layout settings, click "Confirm" to save the changes.

2.3.3 Dashboard Settings

       For advanced dashboard users, several custom settings are available to enhance usage.

       Find the page through Dashboard-->Manage-->Dashboard Settings.

• Enable Approximate Calculation

       Enabling this will significantly optimize the performance of user count, average values or frequencies per person, and deduplication metrics calculation, saving computation time with a deviation of within 4‰.

• Enable Uniform Report Time

       When a report is saved, it retains its current calculation time window. However, this setting may differ across reports. For example, Report A might calculate metrics for the past 8 days, while Report B calculates for the past 30 days.

       By enabling uniform report time, you can specify a time window for all reports on the dashboard. Once set, every time you open the dashboard, all reports will calculate following the unified time frame, regardless of their individual time configurations.

• Enable Dashboard Timezone Lock

       To ensure consistent data calculation for all users viewing the same dashboard across different time zones, you can enable the timezone lock. Once enabled, the dashboard will always calculate and display results using the specified time zone, preventing other users from switching the time zone while viewing the dashboard.

• Enable Sceduled Updates

       To avoid discrepancies in dashboard metrics when users view the data at different times, you can enable the scheduled update function. When enabled, the system will update and cache the dashboard data at the specified time. Until the next manual or scheduled update, all users will see the same set of data.

       For dashboards with scheduled update enabled, users with dashboard management permissions can still trigger a manual update for temporary recalculations.

2.3.4 Collaborator

       Click Dashboard-->Manage-->Collaborator to open the collaborator setting pop-up.

       Select one or multiple collaborators for the dashboard, and click "OK" to save the settings.

       Dashboard collaborators will be granted management permissions, such as manage reports, adjust layout, configure dashboard settings, and add or manage other collaborators.

2.4 Dashboard Operation

       Click "Dashboard Operation" icon to perform various tasks, such as entering Demo Mode, download data, or export the dashboard as a PDF, catering to different usage scenarios.

• Demo Mode

       Demo mode allows users to view the dashboard in full screen, hiding the top and left navigation panels to avoid distractions. This allows viewers to focus entirely on the data, making it ideal for meetings or discussions where the dashboard is presented.

• Download Data

       This feature enables batch downloading of report data from the dashboard. It exports the calculated results of all current reports into a single compressed file, which can then be downloaded, making it convenient for data archiving or local analysis.

• Export PDF

       This feature saves the dashboard as a PDF file, capturing what you see on the dashboard. This is useful for sharing them internally via email or other tools for reporting and collaboration.

2.5 Time Zone & Time Window

       In the dashboard, global filter operations are supported, including time zone and time window switching.

• Time Zone Switch

       When switching to a different time zone, all reports on the dashboard will be recalculated and loaded.

• Time Window Filter

       When selecting a different date or time range, all reports on the dashboard will be recalculated and loaded. By default, when no date range is selected, the reports will load based on the time conditions saved when the report was created.

2.6 Filter

       If you want to apply a global filter to all reports on the dashboard, such as querying metrics for a specific country, platform, or source channel, you can use this function.

       Click the Filter icon to open the global filter window:

• When setting global filter conditions and clicking "Calculate," the global filter conditions will take effect as an additional condition, intersecting with original filter conditions of the reports.
• You can save the current filter conditions to your "Favorites." After saving, you can directly click on it next time, and the dashboard will recalculate using the selected filter conditions.
• You can also set the saved conditions as the default global filter. Then every time the dashboard is opened, the default filter conditions will automatically be applied.

2.7 Report Settings

• Report Detail

This feature enables users with permissions to perform deep analysis of the reports in the dashboard.

Clicking on "Report Detail" will open the report in a new window, in which you can add more filters, groups, set new time windows, select different time zones, view the report in different chart styles, and more. Additionally, you can download the recalculated results.

• Report Setting

Users with dashboard management permissions can click the "Manage" icon, then select the "Report Setting" menu.

The report settings in the popup may vary depending on the analysis model.

2.8 Manage Dashboard List

Clicking "Manage" in the left dashboard list will open the dashboard management panel.

• Edit: Users can modify the dashboard name, associated folder, visibility permissions, etc.
• Copy: This allows users to create a copy of the selected dashboard. When copying, users will need to provide the dashboard name, associated folder, visibility permissions, etc.
• Delete: This deletes the selected dashboard. Once deleted, the dashboard will move to the "Recycle Bin," where it can still be restored.

2.9 Recycle Bin

Dashboards in the Recycle Bin can be restored or permanently deleted. Once permanently deleted, they cannot be restored.

3. Permission Explanation

View Permissions: Super Admin, Group Admin, Analyst, Collaborators, and other users with assigned permissions.

Edit Permissions: Creator, Super Admin, Group Admin, Collaborators.

Entry: Homepage → Product Page → Top Main Menu → Dashboard