Create and edit dashboards

Dashboards can be created and accessed from manager, sub-manager, and client accounts. To create or edit a dashboard, do the following:

1. Sign in to your Search Ads 360 account.
2. Click the reports icon 👁 Image
   in the navigation menu.
3. Select Dashboards.
4. Click the plus button 👁 Add
   to create a new dashboard. To edit an existing dashboard, select a dashboard from the list and click Edit on the next page.
5. Add scorecards, report cards, or note cards to your dashboard.
6. Click the pencil icon 👁 Image
   to name your dashboard.
7. Click Save or Save as.

Dashboard cards

Scorecards

Scorecards show one or more metrics in a variety of formats. You can use scorecards to present an overall summary of the most important data in your dashboard.

To insert a scorecard, do the following:

1. Click Edit at the top of your dashboard.
2. Click the plus button 👁 Add
   where you’d like to add the scorecard.
3. Click the scorecard icon 👁 Image
   in the pop-up menu.
4. (Optional) Enter a "Title" and "Description".
5. Select the date range.
6. Select the metrics you want to include.
7. Select a filter.
8. Select any conditional formatting you’d like for each metric. For example, you can show a metric in green if it’s above a certain number and red if it’s below a certain number.
9. Choose a display format(sparkline chart, % change, or absolute change).
10. Click Add.

Report cards

Use up to 12 report cards to show patterns and trends in your data using Report Editor. You can create a new table or chart reports in your dashboard or select from reports you’ve previously created in Report Editor. Learn more about how report cards work in dashboards.

To insert a new report, do the following:

1. Click Edit at the top of your dashboard.
2. Click the plus button 👁 Add
   where you’d like to add the report.
3. Click the report icon 👁 Image
   .
4. In the pop-up menu, click New report.
5. Build your table or chart. Learn how to Create reports in Report Editor.
6. When you're finished, click Add to dashboard.
7. Name your report.
8. Click Save.

To insert a saved report, do the following:

1. Click the report icon 👁 Image
   .
2. Select a saved table or chart from the pop-up menu.
3. Click Add.

Note cards

Use notes to provide context and insights to the dashboard you’ve just created. This is especially helpful if you plan to download your dashboard for others to review.

To insert a note, do the following:

1. Click the plus button 👁 Add
   where you’d like to add the note.
2. Click the note icon 👁 Image
   in the pop-up.
3. Write your note.
4. Click Add.

After adding a card, you can drag its edges to resize it, or drag the entire card to a different place in your dashboard. You can copy cards by clicking the 3 dots icon 👁 Image
on the card and clicking Duplicate.

Header cards

Use Headers to add images to the dashboard you’ve just created. Headers is a unique card that offers the combination of text and images providing branding opportunities.

To insert a new header, do the following:

1. Click Edit at the top of your dashboard.
2. Click the plus button 👁 Image
   where you’d like to add the report.
3. Click the header icon 👁 Image
   .
4. To upload an image,
   1. Select the image icon in the toolbar 👁 Image
      .
   2. Select an image from the computer desktop. Note that the image can’t be greater than a height of 144 pixels, width of 350 pixels, and image size of 150Kb.
   3. Images can exist on either the far left or far right of the card and a maximum of 2 images can be uploaded per card.
   4. To swap the 2 images or move an uploaded image to the far right or far left, select the image swap icon 👁 Image
      .
5. To select change the background color:
   1. You can select from the existing colors or enter any HTML code in hexadecimal notation. For example: #00008b.
6. (Optional) Add text to the header card.
7. Click Save.

Filter your dashboard

The date filter and other filters are available at the top of the dashboard. Selecting a filter at the top of the page applies it to the entire dashboard. You can also add a filter to a single card when editing the card.

To filter your dashboard, do the following:

1. Click the filter icon 👁 Image
   to show the applied filters in a dropdown menu.
2. Add a filter and select Apply.

Understand how reports work in dashboards

• When you create a new report in a dashboard, the report can only be viewed and edited from that dashboard.
• When you edit an existing report in a dashboard, editing the copied report doesn't change the report in Report Editor and edits made in the original report don't show in your dashboard. Learn more about Creating reports in Report Editor.
• If the owner of the dashboard doesn’t have access to filters or custom columns used in the report or scorecards, you need to save as a new dashboard. This will duplicate the dashboard for the owner of the filters or columns.