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Overview
You’ll use the dashboards you create in the Dashboard app to track your campaigns’ progress and performance. Create and manage customized dashboards that fit your needs and improve your reporting workflow.
You can also save time by adjusting certain campaign elements—like budgets and bid prices—directly from these dashboards. Refer to Manage a campaign from a dashboard for more information, and continue reading to learn how to customize your dashboards.
Video tutorial: Create and manage a dashboard
Customize a dashboard
Start by opening the Dashboard app from the homepage. You can customize a dashboard in the following ways:
Select a time zone and date range
The dashboard aggregates campaigns and related data based on your time zone and date range selections.
Follow these steps to choose the dates and times that you’d like for the dashboard to reflect:
Search or browse and select a time zone from the Time Zone menu.
Open the Date Range menu.
Either manually select your preferred date range or select a preset timeframe from the available options.
Click Apply.
Customize a dashboard table
Reach metric notice: The Reach metric is an aggregated value that’s updated daily. The value shown reflects the campaign’s reach through yesterday, and any changes you apply today will reflect on the dashboard tomorrow.
Choose which metrics appear in your dashboard’s table; define the order in which they appear; and sort, filter, or search to surface campaigns by their elements.
Add or remove a column
Follow these steps to choose which columns appear in your dashboard:
Open the Columns menu.
Click a metric to add it to the dashboard table.
Click a previously selected metric to remove it from the dashboard table.
If desired, use bulk operations to add or remove all columns.
Sort by a column
You can sort a dashboard table by any column’s dimensions or metrics.
Click a column’s title once to sort by that dimension or metric in ascending order. Click it again to sort by that dimension or metric in descending order.
Move a column
You can drag-and-drop a column to change the order in which your dashboard table’s dimensions and metrics appear.
Click and hold a column’s title. Drag the column’s title and hover it before or after another column’s title. When the vertical blue line appears, release your click to place the column in its new location.
Filter or search
Follow these steps to choose which insertion orders (IO) and campaigns populate in the table:
Select your preferred customizations from the row of filters.
Refer to Dashboard elements to learn more about each filter.
Use the Search by field to enter an IO, name, or status.
Compare metrics and group by a metric
Use the data comparison panel to review data related to two metrics, and determine top performers by grouping by a particular dimension and metric.
Compare metrics
If needed, select the arrow icon to expand the data comparison panel.
Browse and select the two metrics you’d like to compare from the menus.
Note the colored circle next to each metric name to help you differentiate between them as you review the chart.
Hover your cursor over the chart area for metric details by date.
Group by a metric
If needed, select the arrow icon to expand the data comparison panel.
Browse and select the dimension you’d like to group.
Browse and select the metric you’d like to review by the group you chose.
For example, you might group by the Creative dimension and Clicks metric to uncover which creatives drove the most clicks during the date range you selected.
Review the bar graphs for performance details.
Note that the panel displays the top five items based on performance related to the metric you select; however, you can view full performance details in the dashboard table. Follow the steps outlined in Filter or search and Sort by a column to review performance by a particular campaign element and metric.
If no data was captured for this metric across the date range you select, 0 will appear next to each campaign element in the panel.
Create a new dashboard
More on dashboard creation: The Dashboard menu will only appear if you previously created and saved a dashboard. If this is your first dashboard, follow the steps outlined in Save dashboard settings instead.
Follow these steps to keep a record of each dashboard customization you apply:
Open the Dashboard menu.
Select Create New Dashboard.
Enter a name for the new dashboard.
Click Create New Dashboard.
Save dashboard settings
Follow these steps to save changes to an existing dashboard:
Select Save Dashboard.
If you’re saving changes to an existing dashboard, this will apply those changes.
If you don’t have any saved dashboards, this will open the Create Dashboard pop-up window.
Enter a name for the new dashboard.
Click Create
You can return to the Dashboard app and Open a saved dashboard at any time to automatically apply each of your settings and filters.
Open a saved dashboard
Open the Dashboard menu to browse and select an existing dashboard.
Clear dashboard settings and filters
Follow these steps to discard a dashboard’s unsaved changes:
Select Reset. This will open the Reset Dashboard pop-up window.
Click Reset to confirm your selection.
If no changes were saved prior to resetting the dashboard, selecting Reset will restore the dashboard’s default settings and filters. Note that this action is permanent. You’ll need to manually apply each setting and filter if you’d like to create the same dashboard again.
Locate additional dashboard resources