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How to set up a new Dashboard using Dashboard Builder tool?
How to set up a new Dashboard using Dashboard Builder tool?
MyAnalyst avatar
Written by MyAnalyst
Updated over a year ago
  • Go to the dashboard builder and click on Set-Up A New Board option.

  • This opens the ‘Add a New Dashboard’ page where the name and description of the dashboard can be added.

  • Click on Save. The dashboard will be successfully created.

  • On the dashboard card, click on ‘Add widget’ to add the widgets of your requirement. This will open the ‘Add a New Widget’ page.

  • In the ‘Add a New Widget’ page,

  • In the ‘Query’ section, you can paste any Tracxn query URL or choose to import from a saved search.

  • In the ‘No.Of Entries’ section, from the drop down menu, choose the number of entries you would like to see.

  • Enter a custom name for your widget in the ‘Name’ section.

  • Click on Save and the widget will be added.

  • To add multiple widgets, click on the ‘Add Widget’ option from the Dashboard page and follow the instructions from step 5.

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