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How to enable dashboards with basic reports

After we create your account, you will get access to the system with a set of preconfigured basic dashboards. To add these dashboards to your menu and start using them, follow a few simple steps:

Go to the Dashboards → All Dashboards section.

In the window that opens, enable the required dashboards by toggling the switches to the active position:

The basic dashboards will appear in your menu:

Dashboards that were not created by you cannot be edited or modified. If you need to adjust someone else's dashboard to fit your needs, copy it — you’ll become the owner of the copy and will be able to make any necessary changes.

How to Create Your Own Copy of a Dashboard

To be able to edit a basic dashboard, create your own copy. Follow these steps:

Complete steps 1–2 from the instructions above.

Hover over the desired dashboard in the list and click the Copy icon.

In the dialog box, enter a name for your dashboard and click Copy.

The copy will then appear in your menu, and you’ll be able to freely edit it to suit your needs.

Updated on: 19/05/2025

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