{"id":39378,"date":"2023-10-24T10:29:51","date_gmt":"2023-10-24T13:29:51","guid":{"rendered":"https:\/\/reportei.com\/?p=39378"},"modified":"2023-10-24T10:29:54","modified_gmt":"2023-10-24T13:29:54","slug":"customization-of-dashboards-in-reportei-adapt-metrics-to-meet-client-needs","status":"publish","type":"post","link":"https:\/\/reportei.com\/en\/customization-of-dashboards-in-reportei-adapt-metrics-to-meet-client-needs\/","title":{"rendered":"Customization of Dashboards in Reportei: Adapt Metrics to Meet Client Needs"},"content":{"rendered":"\n

Explore all the features that Reportei offers for dashboard customization and create the ideal panels for each client<\/h2>\n\n\n\n

With the ability to customize metrics, charts, tables, and layout<\/strong>, Reportei dashboards easily adapt to the needs of each project, aiding in more efficient insights and analysis in your routine.<\/p>\n\n\n\n

But if you\u2019re not yet familiar with all the resources our platform offers for customizing your data and creating a more visually appealing panel, don\u2019t worry. We\u2019ve prepared this article to introduce them all. Stay tuned!<\/p>\n\n\n\n

How to Customize Dashboards in Reportei?<\/h3>\n\n\n\n

Just like the reports automatically generated by Reportei, the dashboards created on our platform can also be customized. That is, you can use a variety of features and settings to make the panel more appealing for your team or client, making it easier to interpret results.<\/p>\n\n\n\n

Below, we present features and tips to customize the dashboards for your projects and make even more efficient analyses in your routine. Let’s go?<\/p>\n\n\n\n

Highlight the Most Important Results<\/h4>\n\n\n\n

The final stage of the funnel will always be the main focus for a more accurate analysis of the projects, whether by the analyst or the client. Therefore, it\u2019s crucial for the dashboard to be structured to highlight this information first, before talking about mid and top-funnel data.<\/p>\n\n\n\n

For this reason, Reportei allows you to change the order of channels and metrics to emphasize those that are most impactful, placing them at the forefront<\/strong>. This enables the team to make quicker and more efficient decisions based on what is most relevant for achieving marketing objectives.<\/p>\n\n\n\n

Another interesting feature is that it\u2019s now also possible to create a funnel within the channels<\/a>. In graph format, it shows how each indicator contributes to the end result and helps understand how adopted strategies lead to business success. See the example below:<\/p>\n\n\n\n

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To start using marketing funnels in your analyses, simply click on the option “Add Metrics” and then select “Funnel”.<\/p>\n\n\n\n

Add or Remove Metrics<\/h4>\n\n\n\n

Besides changing the order of metrics, another key feature of Reportei is the flexibility to include or exclude indicators from your report.<\/p>\n\n\n\n

As you may already know, when generating your dashboard automatically, we offer a predefined format with the key data from integrated social media platforms. However, we understand that each project has its unique needs and requires a personalized analysis of the results.<\/p>\n\n\n\n

Therefore, by selecting the option “Add Metrics,” which is located in the top right corner or the bottom bar of the report, you can include and analyze all the information relevant to your client that is not automatically included in the first generated model.<\/p>\n\n\n\n

In addition, there\u2019s also the option to add manual metrics to highlight some results that are important for your report but are not yet automatically captured by our tool.<\/p>\n\n\n\n

Now, if you wish to eliminate some data that aren\u2019t as relevant to the project\u2019s progress, simply click on the trash icon located in the top right corner of each metric. This makes your dashboard simpler to analyze and more accurate.<\/p>\n\n\n\n

Edit Tables and Charts<\/h4>\n\n\n\n

Metrics included in tables and charts can also be edited to make your dashboard data more aligned with the needs of the team or client.<\/p>\n\n\n\n

In fact, for charts, you can create manual models and choose the format in which the information will be presented – column, line, or pie.<\/p>\n\n\n\n

Another interesting point is that Reportei recently released the option to group data in charts that show results by weeks, months, and quarters, even if the pre-defined period is not that.<\/p>\n\n\n\n

Add Analyses on Channels<\/h4>\n\n\n\n

Since the first editions of Reportei, open analyses offer a space for you to add your interpretations about the results and provide a broader view of the project to the team or clients.<\/p>\n\n\n\n

The button to include an analysis is available both at the beginning and end of the dashboard, allowing you to add as many as needed to explain the reasons behind each strategy executed.<\/p>\n\n\n\n

Moreover, there\u2019s no need to only add text analyses. For instance, many of our clients opt for video analyses to remotely present data or images to supplement pertinent information.<\/p>\n\n\n\n

Modify the Report Cover<\/h4>\n\n\n\n

Along with all the above changes, you can also customize the cover of the report or dashboard, making them visually reflect your brand. The process is quite simple; just access the “Header Settings” button in the top right corner of the document, as shown in the example below:<\/p>\n\n\n\n

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From there, a column with options will be available on the left side, allowing you to adjust models, text, logos, and themes.<\/p>\n\n\n\n

The first option for creating a personalized cover for your report in Reportei involves choosing between models and text that will make up the header. This allows you to:<\/p>\n\n\n\n