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Home > English > Your Marin Account > Grids, Tabs & Columns > How To Articles: Grids, Tabs & Columns > Customizing The Platform Dashboard

Customizing The Platform Dashboard

Introduction

The Marin Search Dashboard can be customized to display the most relevant data for your online marketing program. Charts or grids from any analytics view can be added as widgets to the Dashboard. The widgets can be moved around the Dashboard by clicking on the title bar and dragging to the desired location.

How to add a new widget


Standard Widgets can be added from the Dashboard tab by clicking on the + button.

For custom widgets, follow these simple steps:

  1. Navigate to the desired page and set up your desired view or chart using the column chooser and chart button.
  2. Click Save View in the left column of the screen and select the radio button Dashboard Widget.
  3. Specify whether the widget should display the Grid or Chart (if available). When adding a grid widget you can also specify the number of rows. Click Save.

    Note: The chart option will only be available after you have set up the desired view and clicked Chart.

Screen Shot 2015-10-14 at 3.02.07 PM.png
 

  1. The widget will now be added to the Dashboard view, which is on your Home screen.
  2. To arrange widgets on the Dashboard, click on the grey title bar and drag to your desired location.
     

Note: If you add a chart custom widget, the data will only be available while you are logged into that client. If you switch to a different client, the widget will not display any data.

How to remove a widget


To remove a widget from the Dashboard, click on the X icon in the top right-hand corner of the widget's title bar.

How to edit a widget


The widgets cannot be edited. When you want to adjust a widget, you need to remove it and then add a new widget by following the above instructions.

How to restore default views


The default dashboard widgets can be restored by clicking on the icon in the Dashboard title bar.

How to adjust the date range


To adjust the date range of your dashboard, go to the History tab within the Home section of the Platform and select 30 days. Then, return to the dashboard, which will update to reflect this change.

 

 

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