Ads Dashboard Navigation & Actions Available

Updated 

Dashboard Actions

On the Ads Reporting Dashboard window, hover over the Options icon Space_Icon_Options (Horizontal).png in the top right corner of the dashboard. 

Dashboard Header Actions

Ads Reporting Dashboard Header Actions

Before Entering Edit Mode

After Entering Edit Mode

Options before entering Edit Mode

Options 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 Hyperspace_Header_Dropdown.pngto 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 Hyperspace_Toggle_Disabled.png 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.

Note

To access this capability, one needs to have the Share External permission assigned. 

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.

To learn more about getting this capability enabled in your environment, please work with your Success Manager.

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:

  • Reporting Glossary

  • Scheduled Exports

  • Custom Metrics

  • Target Metrics

  • Annotations

  • PPT Template

  • Restricted Metrics

  • Unique Metrics