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Subaccount Dashboard: Viewing and Editing

Welcome to your guide for navigating and customizing the Subaccount Dashboard in Stack. This dashboard provides a dynamic overview of your subaccount's status, allowing you to tailor it to your needs.

Table of Contents​

What is the Subaccount Dashboard?​

The Subaccount Dashboard in Stack is a customizable space where you can monitor and report on various aspects of your subaccount. It's designed to be flexible, allowing you to add or modify widgets based on your specific needs.

Dashboard Modes and States​

Dashboard States​

  • With Widgets: This is the typical state, featuring multiple widgets and elements.
  • Without Widgets: If no widgets are present, you'll see quick start options to help you get started by adding or creating widgets.

Dashboard Modes​

  • View Mode: Displays widgets with filters, enabling you to adjust dates and filters to analyze subaccount activity.
  • Edit Mode: Allows you to rearrange widgets, add or remove elements, and change themes or titles.

Dashboard Components Overview​

  • Dashboard Selection Menu: Accessed via a blue button with a panel icon, use this to choose different dashboards.
  • Date Picker: Click to select a date range for your data.
  • Edit Button: A pencil icon that switches the dashboard from view to edit mode.
  • Action Menu: Three vertical dots icon for additional actions.
  • Quick Filters Button: Opens a side panel for quick filter adjustments.
  • Widgets: Lists all widgets currently on the dashboard.
  • Quick Start Options: Available when no widgets are present.

Creating and Adding to Dashboards​

Creating a New Dashboard​

  • Dashboard Name Field: Enter a name for your new dashboard.
  • Private Dashboard Toggle: Decide if the dashboard should be private.
  • Access Options: Set permissions for different user roles.
  • Confirm Button: Finalize and create your new dashboard.

Creating a Dashboard from a Template​

  • Filters Button: Show or hide filter options.
  • Search Field: Find templates by keywords.
  • Order Dropdown: Sort templates by popularity or recency.
  • Template List: Browse available templates and select your preferred one.

Cloning an Existing Dashboard​

  • Select Dashboard Dropdown: Choose an existing dashboard to clone.
  • Dashboard Name Field: Edit the name for the cloned dashboard.
  • Clone Button: Create and open the cloned dashboard.

Widgets in View and Edit Modes​

Widgets in View Mode​

  • Widget Display: View data and interact with it through various options like source selection and date properties.
  • Records Granular Data: Click on a widget to see detailed data, which can be exported.

Widgets in Edit Mode​

  • Drag and Drop Handle: Rearrange widgets by dragging them.
  • Action Menu: Access options to edit, duplicate, or delete widgets.
  • Resize Handle: Adjust widget size by dragging the corner.

Adding or Editing Widgets​

  • Add Widget Button: Open the side panel to add or edit widgets.
  • Widgets Tab: Manage widget controls.
  • Themes Tab: Adjust the dashboard's theme.

Quick Filters​

  • Clear Filters Button: Remove all active quick filters.
  • Filter List: Manage up to five filters at a time.
  • Add Quick Filters Button: Introduce new quick filters.
  • Apply Button: Save and apply filter changes.

By understanding and utilizing these features, you can effectively tailor your Subaccount Dashboard in Stack to meet your specific business needs. Enjoy the flexibility and insights it offers!