With personalized reporting dashboards, our mission is to make reporting more accessible useful with premade dashboards, starting with automatically adding an industry dashboard to your account. From there, you can pick and choose additional prefabricated and fully configured dashboards that make sense to the your business. Templates will be available for use upon dashboard creation.

To access the reporting dashboard click onto the reporting tab from your top navigation bar.

Once you are in your dashboard, you can click into any of the reporting cards on the right side to navigate directly into the report and get access to drill-down information.

Above your default reporting dashboard, and any previously created dashboards, there are three additional pre-made dashboards, including an industry-specific dashboard. This dashboard reflects reports and metrics that are most valuable to Pros in your field. However, as with any other dashboard, each of these premade dashboards is fully customizable.

In order to create a dashboard from one of our new existing templates, start by creating a new dashboard on any dashboard page.

In the top right-hand corner, click into the three dots to open up your creation menu, then click 'Create dashboard'.

You will now see all available dashboard templates. Click into any template or choose Create your own to start with a blank slate.

Once selected, click create to start using your new dashboard.

You can also filter the templates using navigation on the left rail on the dashboard creation page, or search for a template using our search bar.

Once a dashboard has been created, you are able to add additional reports, delete unwanted reports, rename, duplicate or remove the created dashboard. For more information on updating a dashboard, check out this article:

Reporting Dashboard