The Dashboards page in Insights (Beta) allows you to build custom reporting experiences tailored to your organization's needs. By combining metrics, charts, and data visualizations from across the platform into a single view, Dashboards make it easy to monitor performance, share insights, and track the metrics that matter most. This article covers the Dashboard overview page, creating and managing Dashboards, and the available Dashboard blocks and customization options.
This page shows the Dashboards within your Organization that you have access to, and you can create new Dashboards using the “Create Dashboard” button in the upper right-hand corner.
This page is broken down into three tabs:
My Dashboards: Dashboards you created, regardless of access level.
Shared with Me: Dashboards created by others that were shared with you.
Global: Dashboards created by others that are shared with everyone.
All: All Dashboards you have access to, regardless of access level or creator.
Within each tab, the tables have the following info/actions:
Columns
Data | Details Included |
Name | Name of the Dashboard. |
⋮ Ellipse Options | View Dashboard: This opens the editor/detail view of the Dashboard.
Edit Info: This opens a modal where you can rename or update the description of the Dashboard.
Manage Access: This opens a modal where you can change the access level of the Dashboard.
Delete: This allows you to completely remove the Dashboard from your Organization. |
Description | Description given to the Dashboard. |
Creator | Creator of the Dashboard. |
Last Updated | The last time pieces of the Dashboard were updated and by who - name/description change, adding/removing blocks, and moving/resizing blocks. |
Access Level | Restricted/Global - you can click this to see/change who has access. |
Date Created | Creation date of the Dashboard. |
Dashboard Creation
Getting Started is simple. After clicking the Create Dashboard button and giving it a name, you'll be brought to your Dashboard Editor.
Click +New Block to bring up the Block selection menu. For more information about the Blocks available, see Dashboard Blocks below.
Add a Dashboard Block
Blocks are broken into three tabs: All, Blasts, and Content. You can also search for Blocks by name.
When you're ready to add a Block, click Customize.
Customize Your Dashboard Block
Every Block has customization options, most commonly Time Period, Description, and +Filters. Filters vary depending on the if the Block Data is based on Content, Blast, or Audience data. For more information, please review: Filtering Your Insights.
Click Add to Dashboard to save your settings.
Edit Your Dashboard
Now that you've added a Block or two, several options are available.
Please note: Dashboards are auto-saved, so you don't need to worry about saving your work. Save states are not recorded, so changes to the Dashboard are saved immediately.
⋮ Ellipse Options
Blocks that have already been placed have several options available in the ⋮ Ellipse menu.
Edit: Edit the Description and Filters.
Duplicate: Create a Duplicate of the Block in your Dashboard.
Download PNG: Download as a .PNG Image file (Available for Graph Blocks).
Delete: Permanently Remove the Element.
Some Table based Blocks will also offer additional options include:
Search: Type into the field to Search (Not Saved In Dashboard).
View All: View an expanded version of the table. Search and Export options may be available in these views.
Resize
Some Blocks are automatically added as squares and others as a wider rectangle. Blocks that are square are automatically added side by side, while wider Blocks are given their own row.
Click 
to expand the Block width.
Click
to shrink the Block width.
Move
You can move Blocks to a new row or make sure Blocks are side by side
When you cursor hovers over a Dashboard Block, the Move option will appear in the center top of the block.
Click and hold
to drag the Block.
Cerkl Pro-tip: While holding the Block, you can use your mouse scroll wheel to move up or down the Dashboard. It may help to use your browser zoom options to see more of the Dashboard space when moving.
Manage Access
When creating your Dashboard, it is first set as Restricted by Default. Restricted Dashboards include access and edit permission for the Creator and All Organization Administrators, as well as any other invited Team Members.
When set to Global, all Team Members with View Insights permissions can access the Dashboard.
You can adjust this setting from the Dashboard Editor by clicking the Manage Access button in the top right, as well as from the Dashboard table in the ⋮ Ellipse menu options.
Please note: Anyone with access to your Dashboard can make changes.
Dashboard Blocks
Below are the available Dashboard Blocks and their defined type in alphabetical order.
Note: Heatmap type data is only available for the previous 90 days. Display is based on your web browser time zone.
Active Users By Channel
Blast Activity Log
Type: Heatmap
Blast Content Block Activity Log
Type: Heatmap
Displays Sessions, Impressions, and Clicks for this Channel, broken down by day and hour. Note: Heat map data is only available for the previous 90 days. Display is based on your web browser time zone.
Blast Content Block Activity Trends
Type: Area Chart
Displays Sessions, Impressions, and Clicks in this Channel across time.
Blast Content Block Key Metrics
Type: Review
Blast Key Metrics
Type: Review
Blast Metrics Over Time
Type: Bar Chart
Blast Audience Reference List
Type: Table
Blast Content Block
Type: Review and Area Chart
Blasts Metrics Reference List
Type: Table
Blasts Sent
Type: Line Graph
Content Archive
Type: Review and Area Chart
Content Archive Activity Log
Type: Heatmap
Content Archive Activity Trends
Content Archive Breakdown
Type: List
Content Archive Key Metrics
Type: Review
Content Archive Most Active Users
Type: Table
Content Audience Reference List
Type: Table
Content Categories Reference List
Type: Table
Content Click Activity Log
Type: Heatmap
Content Key Metrics
Type: Review
Content Metrics By Channel
Type: Donut Chart
Content Metrics Over Time
Type: Bar Chart
Content Metrics Reference List
Type: Table
Highest Open Rate Blasts
Intranet
Type: Review and Area Chart
Intranet Activity Log
Type: Heatmap
Intranet Activity Trends
Type: Area Chart
Intranet Breakdown
Type: List
Intranet Key Metrics
Type: Review
Intranet Most Active Users
Type: Table
Least Popular Content By Click Rate
Type: Review
Lowest Open Rate Blasts
Type: Review
Mobile
Type: Review and Area Chart
Mobile Activity Log
Type: Heatmap
Mobile Activity Trends
Type: Area Chart
Mobile Breakdown
Type: List
Mobile Daily Active Users
Type: Area Chart
Mobile Key Metrics
Type: Review
Mobile Most Active Users
Type: Table
Most Popular Content By Click Rate
Type: Review
News Digest
Type: Review and Area Chart
News Digest Delivery Format Breakdown
Type: Donut Chart
News Digest Delivery Frequency
Type: Donut Chart
News Digest Key Metrics
Type: Review
News Digest Over Time
Type: Bar Chart
Percent Personalized
Type: Donut Chart
Teams
Type: Review and Area Chart
Teams Activity Log
Type: Heatmap
Teams Activity Trends
Type: Area Chart
Teams Breakdown
Type: List
Teams Key Metrics
Type: Review
Teams Most Active Users
Type: Table
If you have any questions at all, please don't hesitate to reach out to us at support@cerkl.com or use the support Chat toward the bottom right-hand corner of any cerkl.com page.