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, in order 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.
☝️Custom dashboards are available to subscribers of our Pro plan and up.
You can create 1 dashboard with up to 15 widgets in it. You can also increase the number of available dashboards and widgets at an additional cost. Contact your personal manager to find the details.
In this article, we'll examine:
How to use custom dashboards
Go to the Dashboards tab in the upper left-hand corner, or follow this link to view your account's dashboards: https://next.youscan.io/dashboards
You can add or delete dashboards in this section. All widgets are set up within each dashboard.
Creating a dashboard
To set up a new dashboard, click "Create dashboard" in the upper right-hand corner.
Choose a name for your new dashboard 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."
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 15 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.
You can also delete a dashboard you no longer need in 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 set up 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 "Add widget."
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 sentiment.
If necessary, change your time period and set up filters. All widgets use mention data from the past 30 days by default.
Let's set up a widget for "Post" type of mentions over the past 7 days as an example.
Once all parameters have been set, select your widget type. Then, we choose a line graph as our widget type.
If a certain widget type is not available for your chosen metrics, you won't be able to select it.
☝️Learn about all the available widget types here.
Once your settings are ready, you can create a widget. Click "Next."
Name your widget. For example, "Engagement 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.
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.
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."
Deleting or editing a widget
You can delete or edit a widget by clicking on the three dots
To edit a widget, click "Edit" and follow these steps.
Filters and date range
You can select the desired time period and filters for all widgets in the dashboard. Use the controls in the upper left-hand corner. Dashboards use the same filters as topics.
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 and widgets that contain data from this topic.
You can find all the details in the table below:
You can download any graph from your dashboard in the following formats: PNG, JPEG, SVG, PDF, XLS (spreadsheet), CSV (spreadsheet).
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. To do that, click on the “Share” button and copy the link to send to whoever you want to share with.
💡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, along with checking the Mentions stream will be unavailable.
💡 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 are unable to set up a dashboard or have any questions, don't hesitate to reach out via chat (speech bubble in the right-hand corner) or email us at email@example.com. We're always happy to help! 😉