Adding Blocks to the Dashboard

The Advanced Reports extension provides you with the ability to create custom dashboards to display almost any metrics from your store. Create multiple dashboards with different widgets to quickly analyze your store activity like sales, customer activities, marketing efficiency, etc.
Create as many boards as you want and add as many widgets as you'd like to each board.

Dashboards can be private (only the user that created the board will be able to see it) or public (all admin users will be able to access them). You can also enable the quick access to dashboards so you can access them without logging into the admin panel of your store.

Interface

The interface of each dashboard contains 2 main sections: 1 Toolbar - the section where all control elements are placed. In the view mode the extension has the following control elements:

• Menu - navigation between boards
• Date Filter - select the date range that will be used for filtering data in the dashboard. Widgets can have their own date ranges. In this case, the Date Filter will not affect such widgets. More information about custom date ranges for widgets can be found here
• Share - enable/disable quick access to the current board
• Customize - switch board mode between View and Configure modes 2 Dashboard - the board where all widgets are displayed

Configuring Boards

To edit the current board or create a new one press the Customize button in the toolbar. The board will be switched to the Configure mode.

After switching the board to the Configure mode the additional control elements in the Toolbar will appear:

• Add New Widget - add widget to the current board
• Edit Board - change the general settings of the board
• Save Changes - save the dashboard after configuring it
• Reset Changes - reset the board to the previously saved version
• Refresh - refresh the data in the board

Also in the Configure mode each widget can be adjusted. More information about adjusting widgets is described in the Widgets Settings section

To create a new board open the Menu in the toolbar and click on the Add New Board option. After that, the popup will appear when you can set the main board information:

• Title - the name of the current board
• Type - defines the access scope for the current board - Private or Public
• Is Default - defines whether the current board should be displayed by default or not

These settings can be changed later by clicking the Edit Board button in the Toolbar.

After creating the board you can proceed with adding widgets to that board.

Configuring Widgets

To add a widget into the board press the Add New Widget button. The extension will show a pop-up where you'll be able to choose one of the widgets from the extension's widgets library or create an empty widget and configure it from scratch.

After adding a new widget you can adjust it even if the widget is added from the widgets library.

To change the place where the widget should be placed press on the icon in the right top corner of the widget, drag the widget and drop it in the place instead of the board field where you'd like for this widget to be placed in.
To adjust the size of the widget press on the bottom right corner of the widget and drag the cursor to change the size of the widget.

To configure the widget press the gear icon in the right top corner of the widget. The Widget Editor will appear.

The Widget Editor has 2 sections - Widget Settings to configure the widget and Preview to check how the data in the widget will be displayed before saving the widget.

the Widget Settings section has the following inner sections:

1. General - main configurations of the widget. This section has the following settings:
   • Title - the name of the widget
   • Description - widget's description
   • Type - defines how the data in the widget should be displayed.
2. Time Range - date filter settings for the widget. This section has only one setting - Override dashboard time. When this setting is enabled the widget will use its own date range to filter the data. You'll be able to choose one of predefined date ranges from the Range dropdown.
3. Widget's content settings this section depends on the Type of the widget and has different setting options correspondingly:
   • Single Value - shows the single value in the widget This type has 3 settings:
     • Metric - choose the column for which the data in the widget should be displayed
     • Spark Line - show/hide the sparkline representing changes of the value from the column selected in the Metric setting during the time range applicable for current widget
     • Comparison - choose the period for which the widget should display the value for the same metric to compare it with the current value
   • Table - displays the table with values according to the configurations (similar to how the reports are displayed) This type has 4 settings similar to settings in reports configurations:
     • Dimensions - set the dimensions for the table
     • Columns - select fields that should be displayed in the report
     • Sorting - select the column for the report to be sorted by and the sorting direction. Options depend on the fields selected in the Dimensions and Columns settings
     • Rows Limit - set the limit for the number of rows to be displayed in the table
   • Chart - displays the data in the widget as a chart This type has 3 settings:
     • Dimension - defines the horizontal axe in the chart
     • Columns - defines the fields data that should be used in the chart
     • Comparison - defines the period in which the current data in the chart should be compared
4. Filters - configure fields and conditions by which the data in the widget should be filtered. Similar to the Filters settings in reports configurations

After configuring the widget press the Apply button to apply the widget settings' changes.

After adding and configuring all widgets to the board press the Save Board button in the Toolbar and click the Customize button to exit the Configure mode.

Sharing Boards

Get quick access to the board without necessity to log into the admin panel by enabling sharing the dashboard.

To enable sharing dashboard click the Share button in the toolbar. The pop-up will appear where you can enable sharing the dashboard.
After sharing for the dashboard is enabled the pop-up will show the quick access link and QR code by which you can access the current dashboard on any device.

Share the link to the dashboard or QR code with your colleagues so they'll be able to access the dashboard and see all the metrics in it at any time.