Create a Custom Dashboard

Create a custom dashboard that displays the charts and data that you want to see. You can use the dashboard to run a report on any event.

Before You Begin

  • Browse the Chart Library to preview existing charts that you may want for your dashboard.

  • If there are no charts with the data that you want, use the Data Studio to create a new custom chart.

To create a custom dashboard:

  1. Click the Business Insights navigation icon and select Dashboards > Custom
  2. Click the (+) icon to create a new dashboard.
  3. In the Create Dashboard popup, complete the following fields:

    • Dashboard Name—Enter a dashboard name.

      Note

      Note

      If you use the Venue Analytics SDK, this name will be used for the dashboard.

    • Dashboard Title—Enter the dashboard title that displays in the interface for the dashboard. The title must be alphanumeric and cannot have spaces or special characters.

    • Dashboard Description—Enter a text description that will display if you do a mouseover of the dashboard's tooltip on the main Custom Dashboards screen.

    • Edit Dashboard—Check this check box to open the new dashboard in edit mode immediately. Otherwise, if you leave this check box unchecked, the new dashboard gets created and added to your Custom Dashboard list, but you will need to complete the dashboard setup later.

    • Dashboard Type—From the drop-down select the type of dashboard that you want to create (historical data or live data).

  4. Click Create.
    • If you checked Edit Dashboard, the new dashboard is created and opens in edit mode right away. Go to the next step.
    • If you left Edit Dashboard unchecked, you can use the Edit an Existing Custom Dashboard procedure later to add charts to the dashboard.
  5. For each chart that you want to add, click and drag the chart onto the dashboard page.
    Note

    Note

    To remove a chart from the dashboard, click the trashcan icon Trash can icon in the top right of the chart.
  6. Click Save.
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