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How to Set Up Dashboards and Shortcuts

Terms in this set (35)

Some metrics will be more useful to your business
Than others
In some cases there may be metrics that you want to check regularly to
Gauge the health of your business or a particular ad campaign
You can use dashboards and shortcuts to
Quickly find the metrics important to you without having to navigate to a specific report.
Dashboards are flexible and may be used for
Different purposes.
Example of using dashboards, you could create an overview of how your site is performing by
Displaying summaries of different reports as widgets together on a single page.
Example of using dashboards, you could gather a list of critical business metrics that show
The satte of your business at a glance or compare different reports side-by-side.
Click Customization, then Dashboard in the left-hand navigation to view the
Reports that you've collected.
To cerate a new dashboard, click
Create, in the dashboard window.
When creaing a new dashboard you can select a
Blank or starter dashboard and give your dashbord a name.
You can add widgetss to a dashboard by clicking "Add Widget" this will let you
Name the widget that you want ot appear on the dashboard and select a visualization type.
You can choose to view the data in a dashboard as a
Number, a timeline, a map, a table, a pie char, or a bar graph.
Some visualiztoins in your widget (part of your dashboard) can be selected as standard
Or real time metrics.
Use the "ad a metric" pulldown menu bellow the "standard" and "real time" options to search and
Add the particular metric you want to include.
You can add filters to the report widget once you've brout it into
The dashboard, similar to the way we set filters at the view level earlier.
Once you've created a dashboard, you can format it by clicking
Customize Dashboard and selecting a layout.
You can drag and drop existing widgets to different
Locations within the dashboard.
Mousing over a widget will reveal an edit icon that you can use to
Edit the data coming into the report widget.
Moving over a widget will reveal both an edit and delete icon. The delete icon allows
You to remove the widget from the dashboard.
Two Types of Dashboards
Private and shared.
Private Dashboard
Only visible to you within that view.
Shared Dashboard
Can be seen by anyone who has access to that view.
Private Dashboard Limit
20 per user
Shared Dashboards Limit
50 Per View
If you share a dashboard with others, they can change the information that shows on their dashboard, but their changes will only be visible
To them.
Your original dashboard cannot by changed by
Another user.
If you want to share a dashboard, simply click
"Share" at the top
"Share a template link" will provide
A link to your dashboard template that can be added to any other view, but doesn't include any of your Analytics data.
If you wish to share your template more broadly you can
Add the dashboard template to the Google Analytics Solutions gallaery by clicking "Share in Solutions Gallery".
Solutions Gallery
A place where Google Analytics users can share different types of customizations like dashboards.
The Solutions Gallery is also a place to find
Dashboard templates that you can import and then customize for your own business.
You can save reports in order to view them later by clicking
Save at the top of most reports.
When you save reports, they include any
Customizations you've made to the report.
If you've filtered the data table, then that filter will
Automatically be applied when you access the report from the Customization area under Saved Reports.
Use dashboards and saved reports to easily retrieve data that's
Valuable to your business or share them with other stakeholders.
Check out the Google Analytics Solutions Gallery for
some great ideas.
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