The Dashboards feature enables your team to achieve more with your collected data by adding the ability to create custom Dashboards and Reports for your users, teams, and entire business.
Upon logging into the web application, you'll be greeted by your personalized Dashboards, replacing the previous Homepage and Activity Feed.
Note: The Home page defaults to the user's User Dashboard when the Dashboard permission is not enabled.
Managing Dashboards
Who can access Dashboards and Reports?
Dashboards can be Personal or Public, granting access to only yourself or other members of your team. For Public Dashboards, the default view access is for all members who are Staffers & above, which can changed from your Permission Settings. These advanced reporting permissions allow tighter control over data while keeping access to those who need it ensuring secure data management.
Note: Access level can only be edited by managers or the user who created the dashboard.
Default Dashboards
Last 30 days
Today’s Activity
Overall Data
To switch between your Dashboards, click on the name or the arrow next to it, and the list of your dashboards will appear.
Creating a New Dashboard
To create a new dashboard, select the ACTIONS button under the name, and choose the 'New Dashboard' option.
Next, you will name your new Dashboard and determine who will have access to it.
From here, you are now ready to create a report!
Dashboard Filters
You can filter your Dashboard (and all of the reports within it) by:
Users or Teams
Lists
Date Range
When you've saved a Dashboard, you can take the following actions:
Export your Data
Create a new Dashboard
Edit Title and Access Type
Duplicate
Delete (Only Dashboard owner, Account Manager/Owner can delete public dashboards)
Managing Reports
Creating a New Report
To create a new report, begin by using the NEW REPORT button on the Dashboard Page.
Here you will have the option to customize the components of your report.
Visualization - The way you want the data to be displayed
Report Title
Visualization Type
Chart
Summary Chart
Data Table
Activity Feed
Field Tracking
Data - The information you want to see within the report
Interactions
Contacts
Houses
Follow-up requests
Lists
Users
Team
Street
Report Preview
Filters
Users & team
Lists
Date Range
Style
Figure Font Size
Label Font Size
Color
Legend Visibility & Position
Label Figures
Once the report is created within a dashboard, you can take the following actions:
Edit
Duplicate
Present
Download
Delete
Resize
Reposition
You can use the drag-and-drop editor to customize the layout of your dashboard of reports.
User Dashboards
In addition to public and personal dashboards, there are also User Dashboards. These will display all of the reports auto-filtered to the selected user. You can find these by clicking on a User's name from within the web application.
Users without Dashboards permission cannot create Public User Dashboards. Additionally, User Dashboards won't appear on the main Dashboards page.
Sample Data
Upon creating an Ecanvasser account, we’ve populated your account with Sample Contact and Analytic Data.
From the Dashboards Page, you have to option to Clear and Restore your Sample Data. Once you import your own contact file, you are no longer able to restore the data.
If you'd like more information on managing your Sample Data, please refer to the following: Sample Data
If you have any questions reach out to us using the chat box below, or contact support@ecanvasser.com.