Ads Dashboard Navigation & Actions Available
Updated
Dashboard Actions
On the Ads Reporting Dashboard window, hover over the Options icon in the top right corner of the dashboard.
Dashboard Header Actions | |
Before Entering Edit Mode | After Entering Edit Mode |
Dashboard Actions — Field Descriptions
# | Header Action | Description | ||
1 | Favorite | Click to mark this dashboard as a Favorite. You can then access it from the launchpad or within Favorites in Action 2. | ||
2 | Dashboard Switcher | Click the Drop-down icon to access and navigate to other dashboards. | ||
3 | Duration Filter | Click to set a Date Range and Timezone Filters filter for your reporting insights at the Dashboard level. | ||
4 | Compare Mode | Click to enter into the Period-over-Period comparison mode for your reporting insights. | ||
5 | Additional Options | Click to access additional options for your dashboard. | ||
6 | Add Widget | Click to add a reporting widget to your custom dashboard. | ||
7 | Dashboard Filters | Here you can apply dashboard level filters. | ||
8 | Add Section | Click to add another section to your dashboard in a single click to segregate your dashboard view. You can add multiple sections to your dashboard. When you have too many dashboard sections, you can simply use the navigation arrows (left and right) to navigate the dashboard sections. Also, you have the flexibility to swap the section tabs with one another. To edit the name of the section, hover over the Drop-down icon alongside the section and select Edit. You can also select Delete to delete the section. | ||
9 | Enable Section Filters | Slide the Toggle icon to enable section-level filters. This toggle is applicable at the section level, which means each section would have its own toggle state. You can quickly toggle the individual section filters on and off. | ||
10 | Save Changes | Click Save and Exit Edit Mode to save the changes made in the dashboard. | ||
Before Entering Edit Mode | ||||
Create | Create new custom Ads Reporting dashboards. | |||
Share | Share your dashboards across User/User Groups and Workspaces. | |||
Get External Link | Click to get an external shareable link for your reporting dashboard.
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Clone | Clone the current dashboard. | |||
Enable Agency Margins | Set a dashboard-level filter to toggle spend calculations to be based on Agency Margin values and not Channel Budgets. Metrics will be auto-calculated based on the values set for the Agency Margins. Once it is applied, you can view the Agency Margin icon in the top-left corner of the dashboard. To cancel the filter, select Disable Agency Margins.
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Extend | Create a child dashboard under the original dashboard. All changes made to the parent dashboard will reflect under the child dashboards. Extended dashboards can be accessed from the dashboard menu under Extended Dashboards. | |||
Export | Perform an export of your Reporting dashboard as a PDF (landscape or portrait), PNG, XLSX, or PPT. | |||
Generate Presentation | Click to customize the export of your dashboard as a presentation file. | |||
Export Dashboard Mapping | Click to export and download the dashboard mapping to easily import the same into another environment or workspace. | |||
After Entering Edit Mode | ||||
Edit | Change the characteristics of the current dashboard such as its name and tags. | |||
Edit Layout | Edit the overall layout of your current Reporting dashboard. | |||
Custom Interval | Customize how your date interval should be started to reflect within your date range filter. | |||
Enable Agency Margin
| Set a dashboard-level filter to toggle spend calculations to be based on Agency Margin values and not Channel Budgets. Metrics will be auto-calculated based on the values set for the Agency Margins. Once it is applied, you can view the Agency Margin icon in the top-left corner of the dashboard. To cancel the filter, select Disable Agency Margins. | |||
Delete | Delete the dashboard. Once deleted, you cannot undo the action. | |||
Settings | Access the following options here:
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