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      How do I navigate dashboards in Analyse?

      Learn how to find, open, and navigate dashboards in Analyse to access key metrics, trends, and reports efficiently.

      Dashboards in Analyse provide visual representations of data through customisable sections and metrics. By learning to navigate them effectively, you can quickly track customer insights and key trends.

      How to Navigate Dashboards in Analyse

      Step 1: Accessing Dashboards

      • You will see a list of available dashboards by clicking on the icon above.
        • The Overview Dashboards (read-only) shows example metrics.
        • Other dashboards display your organisation’s specific data.

      Step 2: Open and Switch Between Dashboards

      • Click on a dashboard name to open it.
      • Use the left-hand menu to switch between dashboards quickly. Your current dashboard will be highlighted in green.

      Step 3: Understanding Dashboard Layout

      • Dashboards are made up of sections. Each section contains:
        • Metrics: Charts, graphs, and data tables to visualise your data.
        • Filters: Criteria that define what data is shown in the section.
        • Drill downs: Interactive tools to compare brands, dates, or other variables without changing core filters.

      Quick Actions within Dashboards

      • View mentions: Click on a metric (e.g., a bar in a graph) to see the underlying mentions.
      • Edit sections: Click on Section Options to customise filters and metrics.
      • Duplicate sections: Use the Duplicate option to copy a section for testing or comparisons.
      • Export data: Export individual metrics or entire sections as images or CSV files.

      Best Practices for Navigating Dashboards

      • Use section filters to focus on specific data (e.g., brand, date, sentiment).
      • Regularly update and save custom dashboards to reflect changing data needs.
      • Duplicate existing dashboards when testing different filters.

      Troubleshooting Navigation Issues

      1. Dashboard not loading?
        1. Check your internet connection and refresh the page.
        2. Make sure you are using a supported browser (Chrome, Firefox, Safari).
      2. Missing dashboards?
        1. Check with your account administrator for access permissions.