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Custom Dashboards

What are Custom Dashboards?

Custom dashboards allow users to create collections of charts displaying metrics important to them. Both global and custom metrics can be displayed on one dashboard and all support a variety of visualization types, as well as display options.

Dashboards may be configured as either private, or shared across an organization, and may be grouped into folders for easier navigation.

SDK Requirements

To use Campaigns, download and integrate the Upsight SDK. Please contact your CSM if you have any questions.

How to Create a Custom Dashboard

  1. Once you are logged into the Upsight dashboard, navigate to REPORTING on the left navigation pane. You should now be in the ‘Reporting’ tab.

  2. To get started, create a folder or dashboard from the Dashboard picker.

    Create a folder or dashboard

  3. Once you are on dashboard, click ADD CHART to add a new chart to the dashboard. When adding a chart, you may choose between 5 visualization types:

    • Line: Suitable for graphing metrics over time
    • Bar: Suitable for graphing metrics that have a range of values
    • Pie: Suitable for seeing a high level breakdown of a metric
    • Number: Suitable for a quick display of a highly important metric
    • Table: Suitable for a detailed view of metric data
    • Composite: Suitable for combining results of different metrics, and allows for custom calculated values

    Add Charts

    Each visualization type includes it’s own display options, such as if a line chart should be shown as lines or area, or if a bar chart should be shown as rows or columns.

    Line and bar charts allow you to choose both the dimension to be used for the x-axis of the chart, as well as an additional dimension to optional break the metric down by, allowing direct comparison of the metric between different dimension values.

    Chart Example

    All metrics also support filtering on their dimensions, so you may compose specific dashboards and charts that show relevant information, for example, filtering an Install metric by Application, or filtering a metric by country or language.

  4. Once charts are placed on the dashboard, they may be rearranged by clicking and dragging on the header to move a chart, or using the resize icon in the bottom-right of the chart to adjust the charts size.