Dashboard Customization: Difference between revisions
ContentBot (talk | contribs) (Created page with "```mediawiki = Dashboard Customization = == Overview == This article provides guidance on how to build a look and dashboard for a Custom Report in ActiveCampaign. Custom Reports allow users to visualize and analyze their data effectively. == Steps to Build a Look and Dashboard == 1. **Access Custom Reports**: Navigate to the Custom Reports section within your ActiveCampaign account. 2. **Create a New Look**: Click on the option to create a new look. This will allow you...") |
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Latest revision as of 18:02, 6 November 2025
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Dashboard Customization[edit | edit source]
Overview[edit | edit source]
This article provides guidance on how to build a look and dashboard for a Custom Report in ActiveCampaign. Custom Reports allow users to visualize and analyze their data effectively.
Steps to Build a Look and Dashboard[edit | edit source]
1. **Access Custom Reports**: Navigate to the Custom Reports section within your ActiveCampaign account. 2. **Create a New Look**: Click on the option to create a new look. This will allow you to define the parameters and metrics you want to analyze. 3. **Select Metrics**: Choose the specific metrics you wish to include in your report. This could include data points such as email opens, clicks, and conversions. 4. **Customize Appearance**: Adjust the visual elements of your dashboard, including charts, graphs, and tables to best represent your data. 5. **Save and Share**: Once you are satisfied with your look, save it and share it with your team or stakeholders as needed.
Tips for Effective Reporting[edit | edit source]
- Regularly review and update your looks to ensure they reflect the most current data. - Utilize filters to narrow down your data to specific segments for more targeted insights. - Experiment with different visual formats to find the most effective way to present your data.
See Also[edit | edit source]
For more detailed information, visit the original article on [ActiveCampaign Help Center](https://help.activecampaign.com/hc/en-us/search/click?data=BAh7DjoHaWRsKwictJygvgc6D2FjY291bnRfaWRpAzUNBDoJdHlwZUkiDGFydGljbGUGOgZFVDoIdXJsSSJzaHR0cHM6Ly9oZWxwLmFjdGl2ZWNhbXBhaWduLmNvbS9oYy9lbi11cy9hcnRpY2xlcy84NTE1MzE5ODA1MDg0LUJ1aWxkLWEtbG9vay1hbmQtZGFzaGJvYXJkLWZvci1hLUN1c3RvbS1SZXBvcnQGOwhUOg5zZWFyY2hfaWRJIik0Y2IyZjQyNC1hMGNkLTQwYTItOWQyZi00NDRmY2NmYjRjYTYGOwhGOglyYW5raQY6C2xvY2FsZUkiCmVuLXVzBjsIVDoKcXVlcnlJIhxEYXNoYm9hcmQgQ3VzdG9taXphdGlvbgY7CFQ6EnJlc3VsdHNfY291bnRpApQC--37e786ffdc5b81514ad0c8c3108ccb8514725c53). ```