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How to Create a Custom Dashboard in Stack

Effortlessly customize your reporting experience by creating and managing multiple dashboards in Stack. Organize your data visualization by grouping related widgets into a unified view, tailored to your unique needs and insights.

Custom Widgets and Reports:

  • One Custom Dashboard: Available on the $297 plan
  • Unlimited Custom Dashboards: Available on the $497 plan

Table of Contents​

  1. Access the Dashboard Area
  2. Add a New Dashboard
  3. Enter a Dashboard Name
  4. Set Dashboard Permissions
  5. Confirm and Create the Dashboard
  6. Choose How to Add Widgets
  7. Configure a New Widget
  8. Save the Widget
  9. Save Dashboard Edits

Access the Dashboard Area​

Navigate to the Dashboard section within your Stack subaccount.

Add a New Dashboard​

  1. Click the Dashboard Selection Menu.
  2. In the dropdown, click the "+ Add Dashboard" button.

Note: If you don’t see this button, ensure you're in dashboard view mode.

Enter a Dashboard Name​

Type a name into the Dashboard Name field.

Set Dashboard Permissions​

Use the Private Dashboard toggle to control visibility:

  • ON: Make it private.
  • OFF: Allow team access.

Note: If this toggle is missing, ensure you're on the "New Dashboard" page.

Confirm and Create the Dashboard​

Click the "Confirm" button to finalize creation. Your new blank dashboard will open.

Choose How to Add Widgets​

Once the dashboard is created, you'll arrive at the Quick Start Widgets page. Choose one of the following options:

Option A: Use Suggested Widgets​

  • Use the "What is your goal?" or "Top used widgets" quick start options to select popular widgets.
  • Click "Confirm & Add" to quickly insert top-used widgets.
  • Continue to Save Dashboard Edits.

Option B: Manually Add a Widget​

Option C: Add a Widget in Edit Mode​

  • Click the Edit button (pencil icon) and then click "+ Add Widget" from edit mode.

Note: If you don’t see this button, ensure you have entered edit mode.

Configure a New Widget​

Use the Add New Widget panel to define your widget settings. For detailed instructions, see the article on Subaccount Dashboard Page - Widgets Add or Edit.

Save the Widget​

Click the "Save" button within the widget panel.

Save Dashboard Edits​

Click the "✓ Save Changes" button to save your layout and exit edit mode.

What's Next​

  • Edit widgets on the dashboard
  • Add more widgets to enhance your dashboard
  • Manage permissions for your dashboard to control access