When you open MakeMeReach, you will automatically land on our Reporting section
Creating a new dashboard is incredibly easy: simply click on the "+" button next to the last tab opened in your MakeMeReach Reporting view:
If you have closed a dashboard you'll find three dots that when you hover over them will give you the possibility of creating a new dashboard or loading an existing one.
Clicking on "+ Create new dashboard" will let you either build the dashboard from scratch, and add your widgets accordingly; or use one of the 8 templates You'll just need to name your dashboard and give it an icon!
Opening an existing one will offer you all of the previous dashboards you have created, in case you closed one by mistake, or if you want to give one another chance!
Now that you're on a fresh dashboard, you'll have to use the bar at the top of the screen to interact:
Let's look into what you can do with all of this!
The text box on the left lets you type a question, a query, and simply Ask Reachy what you need! We've given you a few examples of what you can ask if you don't feel inspired .
Creating your widget:
Clicking on "New widget" is going to open up a lot of options, if you want to look into it, you can read up here!
Editing your dashboard
Feel free to change the name and Icon of your dashboard to make sure it's the quickest and clearest for you!
Duplicating your dashboard
Clicking this will copy your dashboard and add it in a new tab.
Exporting your dashboard
Similarly to the widget actions, you can also export your whole dashboard to an Excel. Each widget's data will be stored in a textbook inside of a single Excel file! Quick and simple, a must for your reporting needs!
Sharing your dashboard
- Share publicly, which will create a link that anyone can access, without having an account in MakeMeReach
- Share with your team will allow you to share a template of your current dashboard to a person within your company
You can find more details here.
Finally, you can delete your dashboard. Be careful, you won't be able to retrieve it after that!
To the very right of your bar, you'll see a Filter option:
You can add multiple filters to clean up your data, in order to end up with the necessary information only. Beware as there are two levels of filters: the dashboard one, and the widget one. Having a dashboard filter will affect ALL widgets. If you're adding a filter to your widgets while a dashboard filter is active, you'll get a reminder.