The Dashboard Builder is a tool for creating personalized monitoring panels with widgets based on saved reports. You can create your own dashboards, customize the layout and sizes of the widgets, and set a default dashboard for quick access to important data.

Interface Structure

The dashboard interface consists of:

1. Control Panel — dashboard selection, create and edit buttons

2. Time Panel — setting the period and time zone for data

3. Widgets Area — grid with widgets or system dashboard

Section 1: System Dashboard

1.1 What is a System Dashboard?

Upon first entering the Tracker section, you will see the System Dashboard — a pre-installed set of widgets available to all users.

The System Dashboard contains:

• Metric Cards — overall statistics (Clicks, Installs, Hold, Accept, Revenue)

• Traffic and Conversion Chart — line chart with time granularity

• Top Users — table with the best results by users

• Top Campaigns — table with the best campaigns

• Top Sources — table with the best sources

1.2 Features of the System Dashboard

• 🔒 Cannot be edited — Edit and Delete buttons are hidden

• 📊 Always available — displayed first in the list of dashboards

• 🔄 Can be replaced — create your own dashboard and set it as default

💡 Tip: The System Dashboard is a great starting point. Explore its widgets to understand what data you need, then create your own dashboard.

Section 2: Managing Dashboards

2.1 Selecting a Dashboard

Use the dropdown list to switch between:

• System Dashboard — system dashboard (always first)

• Your Dashboards — dashboards created by you

2.2 Creating a New Dashboard

1. Click the "New" button (blue button with a + icon)

2. The system will create an empty dashboard and automatically switch to edit mode

3. Enter the dashboard name in the title field

2.3 Edit Mode

To enter edit mode, click the "Edit" button.

In edit mode, the following options are available:

• ✏️ Change the dashboard name

• ➕ Add widgets

• 🔄 Drag and drop widgets

• ↔️ Resize widgets

• 🗑️ Delete widgets

To save changes, click the "Save" button (green).

⚠️ Important: Unsaved changes will be lost when switching to another dashboard.

2.4 Setting a Default Dashboard

1. Select the desired dashboard

2. Click the "Set as Default" button (star icon)

3. A "Default" label will appear next to the name

The default dashboard:

• Opens automatically when entering the Tracker section

• Replaces the system dashboard as the start page

• Marked with a yellow star

2.5 Deleting a Dashboard

1. Select the dashboard to delete

2. Click the trash can button (red)

3. Confirm deletion in the dialog box

⚠️ Attention: Deleting a dashboard is irreversible. All widgets will be removed.

Section 3: Working with Widgets

3.1 Adding a Widget

1. Enter edit mode (Edit button)

2. Click the "Add Widget" button (green with a + icon)

3. A widget setup dialog will open

Widget Parameters:

3.2 Widget Types

Table

• Displays report data in tabular form

• Supports pagination

• Columns are formatted according to metric types

Line Chart

• Visualizes metrics over time

• Granularity switch: 10 min / Hour / Day

• Supports multiple metrics simultaneously

Metrics Cards

• Compact display of key indicators

• Shows the value of each metric for 14 days, today, yesterday, and 7 days

3.3 Editing a Widget

In edit mode, each widget displays buttons:

• Pencil — edit widget settings

• Trash can — delete widget

3.4 Moving Widgets (Drag & Drop)

1. Enter edit mode

2. Hold the widget with the left mouse button

3. Drag it to a new location

4. Blue preview shows where the widget will be placed

5. Release the mouse button

Features:

• Widgets automatically shift down in case of collisions

• Widgets pull up to fill empty spaces

• You cannot place a widget on top of another

3.5 Resizing a Widget

1. Enter edit mode

2. Hover over the bottom right corner of the widget

3. A resize icon will appear

4. Hold and drag to resize

5. Green preview shows the new size (e.g., "6 x 3")

Limitations:

• Minimum size: 1 column × 1 row

• Maximum width: 12 columns (screen width)

• Height: no limits

Section 4: Setting the Period and Time Zone

4.1 Selecting a Period

Click on the date field to select a period:

• Calendar — select start and end dates

• Presets — quick selection of popular periods:

  • Today / Yesterday

  • Last 7 days / Last 30 days

  • This week / Last week

  • This month / Last month

4.2 Setting the Time Zone

Select a time zone for correct data display. By default, the time zone from user settings is used.

4.3 Refreshing Data

Click the refresh button (circular arrows icon) to force refresh data in all widgets.

Section 5: Requirements for Saved Reports

5.1 Creating a Report for a Widget

Dashboard widgets operate based on saved reports. Before adding a widget, you need to:

1. Go to the Reports section

2. Set up a report with the necessary metrics and groupings

3. Save the report

5.2 Report Recommendations

Section 6: Practical Examples

Example 1: Dashboard for a Buyer

Task: Create a dashboard to monitor your campaigns.

Setup:

1. Create a report grouped by campaigns with metrics: Clicks, Installs, Accept, Revenue

2. Create a new dashboard "My Campaigns"

3. Add widgets:

   • Metrics Cards (12×1) — overall statistics

   • Line Chart (8×3) — dynamics by days

   • Table (12×4) — details by campaigns

4. Set as the default dashboard

Example 2: Overview Dashboard for a Team Lead

Task: See the results of the entire team.

Setup:

1. Create reports:

   • By users (grouping: User, metrics: all)

   • By sources (grouping: Team + Source, metrics: all)

2. Create a dashboard "Team Overview"

3. Add widgets in 2 columns:

   • Top Users Table (6×4) — left column

   • Top Sources Table (6×4) — right column

   • Team Line Chart (12×3) — full width at the bottom

Section 7: Tips and Best Practices

7.1 Performance Optimization

• ✅ Limit the number of rows in tables (10-20)

• ✅ Use appropriate granularity for charts

• ❌ Avoid too many widgets (more than 10)

7.2 Organizing Widgets

• Place important metrics at the top

• Group related widgets nearby

• Use the full width (12 columns) for overview charts

7.3 Working with Reports

• Create separate reports for different widgets

• Give reports clear names

• Periodically check the relevance of reports

Section 8: Frequently Asked Questions (FAQ)

Q: Why don't I see the "Add Widget" button?
A: The button only appears in edit mode. Click "Edit" to enter this mode.

Q: Can the system dashboard be edited?
A: No, the system dashboard is view-only. Create your own dashboard for customization.

Q: Why does the widget show "No report selected"?
A: The report on which the widget is based has been deleted. Edit the widget and select another report.

Q: How to restore the system dashboard after deletion?
A: The system dashboard cannot be deleted. Select it from the list of dashboards.

Q: Why is the data not updating?
A: Click the refresh button or change the period. Also, check the time zone settings.

Q: Can I share the dashboard with other users?
A: In the current version, dashboards are personal. Each user creates their own dashboards.

Q: How many dashboards can be created?
A: There is no limit, but it is recommended to create no more than 5-7 for convenience.

Q: What happens when a report used in a widget is deleted?
A: The widget will show a message about the missing report. Edit the widget and select another report.