What is a Custom Dashboard?


A Custom Dashboard is a fully customizable tool that works together with the Report Catalogue. Whether you need to visualize key performance indicators to Senior Management or to generate bespoke performance summaries for individual hotels, Click’s Dashboard function is built to display the information from your metasearch campaigns that are most important to you.




Where do I find the Custom Dashboards?


Dashboards can be created, saved, scheduled, shared and managed in your Custom Dashboard Catalogue. To access Dashboards visit: https://click.derbysoftsec.com/dashboard/catalogue



What do I need to create a Custom Dashboard?


The reports within the Custom Dashboards are made up of visualization reports created in the Report Catalogue. Therefore, we recommend you first build reports within the Report Catalogue before creating Dashboards. Once your Report Catalogue is populated with a range of different visualizations then they can be pinned to a Dashboard.




Can I modify the reports already created on Dashboards?


Once reports have been added to your Dashboard you have the option to resize the report, edit the data or remove the report.




Can I share the Dashboard with other people?


Once you have created a dashboard you may wish to share it with your colleagues or partners who have access to Click. Sharing allows you to give other Click users access to the Dashboard. However, please note that they will not be able to change or edit the Dashboard. This is only possible by the Dashboard owner.