A report is made up of the layout (column structure) and widgets (blocks of data, charts, text, and images). Widgets are added inside layout columns.
About Layout (column structure and page break)
You have the option to work with the layout of one or two columns (3 for dashboards). You can use both options and as many times as you need. Drag and drop the layout onto the canvas. The layouts area can be identified by a dashed line.
In a blank report the 1-column layout is already entered by default. In reports created through templates, both layouts and widgets will already be added.
Mouse over the report to view the dotted area of the inserted layout.
Manual page break
To insert a manual page break, drag the widget on the screen (between one layout and another).
Page breaks can only be inserted between layouts, and never within the same layout.
Tip: To insert several page breaks try to work with the addition of several layouts.
When you generate the PDF report, DashGoo splits the pages automatically without the need for Manual Page Break. Manual Page Breaking is only useful when you want the page to break in a different location.
Editing Layout and Manual Page Breaking
To delete an entire layout (one or two columns) hover over the 1 or 2 column layout and click the red 'Delete' button. This action will also delete all widgets added within this layout.
You can move the layouts up or down by clicking on the corresponding arrow.
The same features apply to Page Break.
Dimension x Metrics
Dimensions are attributes of your data. For example: the City dimension indicates the city (for example, “Paris” or “New York”) where a session originated. The Page dimension indicates the URL of a page that is viewed.
Metrics are quantitative assessments. The Sessions metric is the total number of sessions. The Pages/Session metric is the average number of pages viewed per session.
In widgets the dimension is:
In the table the first column.
In Line and Column Charts the X axis.
In the pie chart the slices.
In the widgets the metrics are:
In the Overview the KPIs that make up the overview.
In Dynamic Text the values in the text (kpi).
In the Table the other columns (after the first).
In Line and Column Charts the legends and values on the Y-axis.
In the pie chart the values of the slices.
All widgets allow you to add multiple metrics with the exception of the Pie Chart which only allows one metric per chart.
Widgets are blocks that you can add to your report in any way you want or need. They are the ones who will compose the data and information in your report. There are several types of widgets available, these are the main ones:
Overview – displays KPIs on the screen and compares with the previous period. A tip when using the 1 column layout is to always add the metrics in multiples of 3 (3, 6, 9) to make it look better.
Table – displays a table with rows and columns. The dimension is displayed in the first column and the metrics in the other columns. Crucial for certain types of data like ads.
Charts (Line, Column, Pie) – Displays a graph with the selected metrics.
Dynamic summary – Enter text that can be adjusted however you like with dynamic data – KPIs
Image – Allows you to add images to the report
Text – Allows you to add any type of text.
When you create a report using a template, several widgets will already be automatically added to the report. You can keep everything as it is, edit these added widgets by changing metrics or other settings, remove, change position or add new ones.
IMPORTANT: For users unfamiliar with DashGoo or with the reports, the recommendation is to always use a ready-made template. Just when creating the report (https://app.dashgoo.com/report/add) select the model that best suits you. There are several templates ready for you to use.
To add a widget to the report (or dashboard) click on the widget you chose and drag it to the editing area. Drop into the green area when it appears.
After inserting a widget into the layout, you can edit its information.
Enter a title (optional field), select the data source, the associated customer account, which dimension and which metrics to display.
Attention: If you are not viewing the accounts in the widgets after selecting the data source, check in the customer's registration if it was actually associated.
To compare with values from the previous period, check the option “Compare previous period”.
On the Advanced Options tab, you can group dates (for the date dimension), order from highest to lowest, choosing the metric to be ordered, the number of records to be displayed and also other features (depending on the chosen data source).
Facebook Insights advanced options example
In the Filters tab you can add some filters (which are applied to the already displayed result and not to the query).
Editing a Widget
To edit a widget already added to the report, click on the pencil corresponding to the widget you want to edit.
You can change any field. To delete, click on the trash can.
Moving a widget
You can drag an existing widget to another area or layout of the report.
Click on the corresponding icon (4 arrows) and drag it to the desired location. Drop into the green area.
Other features in the report
Edit Time Period
To edit the time period (data range) click on the calendar icon next to the date at the top of the report.
After saving the change, this action will change the period of all widgets added in the report, adjusting the data and values to the new interval.
You can schedule a report (automate recurrence), email or download the report in PDF. In addition, you can also duplicate it, export it as a template or delete the report. When exporting as a template, you create a model of this report that you created so that it can be used again to create others.
Scheduling the report
The schedule automatically sends the report with the updated data as often as you define it. Click on the corresponding button to schedule and automate the sending of the report. You need to set the sending period and frequency. The time period is counted according to the report submission date.
Example: If the report is sent on 01/15/2023 with the selected period 'Last Month', the time period of the sent report will be from 12/01/2022 to 12/31/2022.
Edit PDF cover page
You can add the agency's logo, title and various other information on the cover. The agency logo is registered in settings.
All fields are optional. Leave the field empty to not display. When configured, this will be the first page of the PDF report.