Custom dashboards

Data visualization graphs and diagrams in YouScan

Kateryna Gordienko avatar
Written by Kateryna Gordienko
Updated over a week ago

Custom dashboards is a function that allows you to visualize data in your YouScan monitoring topics. Any data from your topics can be analyzed in a format best suited to your needs. You can analyze several topics in one dashboard - for example, to compare your brand to your competition.

A dashboard is a collection of widgets that can be set up for a single topic or multiple topics. For example, it can display mention dynamics, engagements, or views over the past 30 days.

☝️ You can create 1 dashboard with up to 30 widgets for free. You can also increase the number of available dashboards and widgets at an additional cost. Contact your manager to find out the details -

Here is a brief overview of Custom Dashboards capabilities:

In this article, we'll examine:

How to create, edit, and delete a dashboard

Go to the Dashboards tab in the upper left-hand corner, or follow this link to view your account's dashboards:

You can add or delete dashboards in this section. All widgets are set up within each dashboard.

Creating a dashboard

Click "Empty dashboard" at the top left to set up a new dashboard.

You can also create a dashboard using one of the pre-made templates packed with the most necessary charts. Select the most corresponding to your needs:

  • General analytics: An automatic summary of general analytics on your topic in one dashboard.

  • Brand health tracking: learn how loyal your audience is. Why do users recommend using or avoiding your product?

  • Customer experience: learn how users rate their experience. What affects user satisfaction the most, and what disappoints them?

  • Crisis management: catch and prevent crisis in time. Deal with negative incidents and reduce their impact on brand reputation. Evaluate the result of customer support.

  • Competitor analysis: Find insights by comparing your brand to a competitor's. Key metrics on two topics in one dashboard.

Choose a name for your new dashboard (if created from scratch) and click "Create." You can also include a description in this step. The description can help you keep track of the widgets in each dashboard. For example, "Widgets for topic comparison."

🌈 You can change colors of the charts by choosing a color scheme. Learn how to do it here.

To navigate to an existing dashboard, click on its name. This is where you can add widgets to your dashboard.

☝ Each dashboard can have up to 30 widgets.

Editing and deleting a dashboard

To edit a dashboard, click on the three dots in the upper-right-hand corner of the dashboard screen. Here you can change the name of the dashboard, its description, topic and layout.

You can delete a dashboard you no longer need on the main dashboard screen. Confirm removal in the pop-up window.

You can also delete a dashboard from the list of available dashboards.

How to add a logo to a dashboard

Your dashboard will have the YouScan logo by default. To make your dashboard personalize, you can add your company logo. There are two ways to do this.

  1. You can add a logo at the stage of creating a dashboard. To do this:

  • Click on «Add logo»;

  • Select the logo you need and adjust its size;

  • Click «Apply».

2. You can add the logo to an already-created dashboard. To do this:

  • Click on the three-dot menu and then «Edit»;

  • Click on «Add logo»;

  • Select the logo you need and adjust its size;

  • Click «Apply»;

  • Click «Update».

Your logo will be visible on the dashboard in the shareable dashboard link and the PowerPoint report.

💡 Adding a logo is a feature included in the advanced custom dashboards, which you can purchase in addition to your pricing plan. To learn more about this, please get in touch with us at

How to create, edit, and delete a widget

A widget is a visualization of metrics inside a dashboard. For example, engagement over the past 7 days.

To add a widget, navigate to your dashboard and click "Create widget."

Choose a suitable chart and click Next below.

Set your parameters. Choose your topic and the metrics you'd like to use for your widget — such as engagement from our previous example:

You can choose optional parameters in addition to the mandatory ones. For example, you can make separate graphs for positive, negative, and neutral sentiments.

If necessary, change your time period and set up filters. All widgets use mention data from the past 30 days by default.

For example, let's set up a widget for WOM posts over the past 7 days.

Just like in topics, you can group filters in your own way using logical operators AND or OR.

Once your settings are ready, you can create a widget. Click "Next."

🚨 If you choose to go back and change the chart type, your settings will not be saved.

Name your widget. For example, "WOM posts by sentiment". A clear title will help you understand the type of analytics the widget helps visualize.

If you have multiple widgets, you can change their layout at this stage.

To change the chart type, widget filters, and parameters or the name of the widget, tap More in the upper right corner and choose Edit.
You will follow the same path when creating a new widget to update an existing one.

To delete a widget, tap More in the upper right corner and choose Delete.

How to work with a dashboard

Widget layout inside a dashboard

For easier visualization, you can adjust the size of your widgets or switch their places. Click on the three dots in the upper-right-hand corner and make changes to your dashboard in Edit mode.

Widget parameters

You can view the active filters for each widget by clicking on the three dots. Click on "Info." To display the widget again, click on the graph icon in the upper-right-hand corner.

Setting up widgets for comparing topics

To compare the same parameters across several topics, copy an existing widget. Now, you simply have to switch the topic in the settings. To copy a widget, click on the three dots in the upper-right-hand corner and select "Duplicate."

Filters and date range

You can select the desired time period and the same filters as topics for all widgets in the dashboard.
If you often use particular filters, you can save them to help save time by not needing to select them each time.

You can remove filters by clicking on «Clear filters» if necessary.

Permissions for custom dashboards

The custom dashboard permissions correspond with the existing topic permissions in your account.

For example, the account manager can create, edit and delete any dashboards and widgets, while other user types will have some restrictions. If a user has no access to a certain topic, they won’t be able to see a custom dashboard (even in the list of dashboards) and widgets that contain data from this topic.

You can find all the details in the table below:

Exporting data

You can download any graph from your dashboard in the following formats: PNG, JPEG, SVG, PDF, XLS (spreadsheet), CSV (spreadsheet), and PPTX.

External access to the dashboard

It is possible to share your customized dashboard with a client or colleague who doesn’t have an account in YouScan. You can copy a link to a Dashboard in several ways:

1. Click the 3 dots and then “Share” button in the "Dashboards" section.

2. Click the link icon next to the name of the Dashboard

3. Click the "Share" button next to the name of the Dashboard after you have already opened it.

💡The link will not have an expiration date, which means your colleague can use it anytime to get information from your dashboard. In case you need to revoke a dashboard link that you previously shared, you can either write to our support team or delete the entire dashboard if you don't need it anymore.

Following the link, one can get access to viewing the dashboard and exporting charts from it only. Editing and filtering will be unavailable, along with checking the Mentions stream.

💡 If you need to share a dashboard with preselected filters, please apply all the needed filters and then press the share button. The system will generate unique links for each filter set. So you can generate multiple links with different filters for the same dashboard.

If you cannot set up a dashboard or have questions, don't hesitate to reach out via chat (speech bubble in the right-hand corner) or email us at We're always happy to help! 😉

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