Overview

These dashboards allow you to add custom analysis charts and reports tailored to meet any product and marketing need. You can add multiple charts and reports to this dashboard and monitor them at the same time.

You can create custom dashboards in two ways:

• Private dashboard
• Workspace dashboard

Private Dashboard

Private dashboards have built-in access controls, which allow the dashboard owner and members with specific permissions to access the dashboard.

You should create a private dashboard whenever the information you intend to display requires restricted access or confidentiality. You should use Private Dashboards in the following scenarios:

• Confidential data: If the dashboard contains sensitive information, such as financial data, strategic plans, personal performance metrics, or client-specific details, a private dashboard ensures only authorized users can access it.
• Work in progress: When a dashboard is still under development or refinement, making it private prevents premature viewing or usage by a wider audience until it's finalized and approved.
• Targeted collaboration: If a dashboard is meant for a specific team, project group, or set of stakeholders, a private dashboard allows the owner to grant access only to relevant individuals, ensuring the information reaches the intended audience. You can assign different roles, such as Editor for collaborators who need to modify the dashboard or Viewer for those who only need read-only access.
• Personal use: For dashboards created for personal tracking, goal monitoring, or individual analysis, keeping them private ensures your personal data remains secure.

Workspace Dashboard

Workspace dashboards are viewable by default to all users who have access to the workspace. The dashboard owner can also give everyone access to edit. In this case, everyone with access to the workspace can edit the dashboard.

The dashboard owner can also limit edit access for specific users. This would allow only those users to edit and add new charts to the dashboards.

You should create a workspace dashboard when the information presented is relevant and intended for sharing with all members of a specific workspace or collaborative group. Some of the scenarios where you can use workspace dashboards are:

• Broad team/Group visibility: Use this type of dashboard when the dashboard content (like performance, project updates, or shared resources) should be easily accessible to everyone within that workspace without needing individual invitations for viewing.
• Default transparency: This type of dashboard is the go-to option when you want the default permission to be viewing access for all workspace members.
• Collaborative environment: This is ideal for dashboards that support group efforts, or metrics where all members benefit from seeing the same information.
• Flexible editing control: While workspace members can view by default, the owner retains control over editing permissions. 

User permission definitions for Workspace Dashboards are:

• Default access:
  • Only the owner can make changes to a private dashboard by default.
  • For a workspace dashboard, everyone added to the workspace will have view access by default.
• Owner: The person who has created the dashboard will have full control, including creation, modification, deletion, and user management. The dashboard owner can set the overall access permissions of the dashboard. This includes View for all, Edit for all, and Edit for specific users.
• Editors: After the dashboard owner invites another user(s) to collaborate or edit, the user will receive this access. Editors will have the ability to:
  • Edit the dashboard.
  • Invite new editors and viewers to the dashboards.
  • Manage user permissions to change another editor’s permissions as a viewer or a viewer's permission to an editor.
• Viewers: Viewers will have read-only access to dashboards to which they are granted access. They can request edit access, and the request will be sent to the dashboard owner via email. They cannot invite new users to view or edit the dashboard.

Create Dashboards

A custom dashboard can be added in two different ways: 

From the Navigation bar

1. From the left navigation sidebar, click + Create New and then click Dashboard. The Create dashboard window appears.
2. Enter the desired name for your dashboard in the Dashboard name field
3. Under the Dashboard visibility section, select how you want the dashboard to be accessed.
   
4. After selecting the visibility type, click Create.

From the Analysis

All the analyses performed on the Behavior, Funnels, Retention, and Session and Source sections of MoEngage Analytics can be added to the custom dashboard in the form of tables and charts.

1. To add charts or tables to the dashboard, click Save from the upper right corner of the analysis screen and then select Save chart to the dashboard or Save table to the dashboard as desired.
2. You can save the analysis to an existing dashboard from the list or create a new one. Select the desired option.
3. Enter the Chart name and Description in the respective fields.
4. If you select Create new, select the desired Dashboard visibility and access permissions.
5. Click Save to confirm.
   

You can create a maximum of 300 custom dashboards, with the option to incorporate up to 20 charts within each dashboard.

Managing Dashboard

You have complete flexibility in managing your dashboard. MoEngage Analytics provides you with various features to enhance your dashboard experience.

Sharing

To share a dashboard, perform the following steps:

1. Click the Share button in the upper right corner.
2. Select the desired Dashboard visibility type.
3. After selecting the visibility type, enter the email address of the users you want to share the dashboard with. You can enter up to 50 emails.
4. Set the access permissions for these users as Viewer or Editor and click Share.
5. Click Done.

Dashboard Filters

Follow the steps outlined to apply filters:

1. Click the Dashboard Filter section, and select the date range in the Duration box.
2. Click + Filter users to filter out the desired custom segment or create a segment, and then click Apply. 
   Compare to past allows you to perform a time series comparison.
   

The selected filters are applied to all the charts present in the dashboard.

Refresh

When you open the dashboard, all charts will be refreshed automatically, and the results will be saved until the end of the day. You can refresh an individual chart and query new analysis at any time. By clicking the refresh button, the dashboard will re-run the chart queries and display the latest available data for analysis. Next to the refresh button, there is text indicating the time elapsed since the last refresh.

Edit

You can modify the chart or tweak the query parameters for the desired analysis.

To edit any analysis report, click the chart area or click View / Edit. Edit analysis functionality directs you to the respective Behavior, Funnel, Retention, or Session and Source page, and it preloads all the analysis parameters.

Here, you can:

• Modify the chart name and chart description.
• Change query parameters (events and filters) and save the analysis.
• Save the same or modify the analysis to another dashboard using Save as. 
• Move chart analysis from one dashboard to another dashboard.
• Share the analysis using Copy link or Email link.

Resize and Reposition

The analysis display can be adjusted to two sizes: half-width and full-width. To do so, click Resize in the ellipsis menu.

You can also reposition the analysis by clicking and dragging the chart by its header bar and then dropping it in your preferred location on the dashboard. When you hover over the chart header, the cursor will change to indicate that you can grab and move the header.

Chart and Table Display Modes

Dashboard charts include Key Performance Indicators (KPIs) that offer detailed insights into the data presented. These KPIs reflect various relevant information, such as data points for a specific day or week, the average of all data points, and the percentage change compared to both the previous data point and the first data point. Refer to the legends located below the KPIs to understand this information. For more information on KPIs, refer here.

An individual analysis can have 5 different display modes if KPIs are available for a chart.

• Chart: This option offers visualization of the data for deeper insights.
• Chart & KPI: This option provides visual insights and quick analysis of the chart reports as comprehensive information.
• KPI: This option provides an overall analysis of the chart reports and comprehensive information calculated using the data available in the chart.
• Table: This option allows you to obtain a tabular view and also download the data into CSV format.
• Table Transposed view: This option allows you to view and share the table in the preferred format by shifting its vertical and horizontal orientation.

Subscribe to the Dashboard

By subscribing to a dashboard, you can receive a snapshot of it via email. This feature allows you to share custom dashboards with users both within your organization and externally through dashboard subscriptions. You can also set the frequency of these email reports being received for the selected dashboard.

Follow the outlined steps to subscribe:

1. Click the  icon on the top and then click Subscribe to the Dashboard.
2. On the Subscribe to the Dashboard window, in the Send report to field, enter or paste the email address to which the email report is to be sent. A list of recipients is added as a comma-separated list. You can add a maximum of 50 email recipients to each subscription.
   The email domain needs to be whitelisted for non-registered users. For more information, refer to Manage Subscription Domain Whitelisting.
   
   
3. Configure the Frequency of sending reports section to send the dashboard report at a specific time and date.
   
4. Click Subscribe to create a subscription.

Manage Subscriptions

To manage existing subscriptions:

1. Navigate to Settings > Dashboard Subscriptions. The list of all subscriptions to the dashboards is displayed. 
2. Search for the subscriptions by emails or dashboard names.
3. View the list of subscribers and unsubscribers by expanding the subscription.

Edit or Delete New Subscription

To edit or delete existing subscriptions, click to edit or delete the subscription.

Unsubscribe Subscriptions

To unsubscribe, either click on the unsubscribe link embedded in the email or edit and remove the email ID from the subscription in the Dashboard Subscriptions page.

Subscription Access and Permissions

The following table describes the roles and permissions for managing subscriptions. 

For more information about roles and permissions, refer to Access Roles.

Manage Subscription Domain Whitelisting

Domain whitelisting helps protect data confidentiality. Administrators and Managers can whitelist domains used to subscribe to the dashboards.

To whitelist a domain:

1. Navigate to Settings > Dashboard Subscriptions
2. On the Dashboard Subscriptions page, click Create/Manage and select Manage Domain Whitelist.
3. In the Select email domains to whitelist field, type or paste the domains you want to whitelist. For example, abc.com.
4. Click Update to whitelist the domain names. You can whitelist up to five domains.