Default data sources are a great way to save time. Here, we'll cover how to set your data sources at the Dashboard level instead of in each individual widget.
What's the advantage of setting a default dashboard level data source?
Setting a dashboard level date range makes it easy for you to set up unique dashboards around a certain set of data. This allows you to move more quickly within the dashboard to analyze your data. For example, if you want to create a dashboard for each client you work with (and you've already set up Account Groups in Integrations), simply select "account group" from the first drop-down box, then choose the group you'd like to build the report for in the second.
How do I set up a default dashboard level data source?
Step 1: Click "Create Dashboard" in the upper-right hand corner of the page. This will prompt a pop-up window for you to enter your new dashboard information
Step 2: Select your default data source from the drop-down box
Step 3: Take it one step further and select individual data sources from the next drop-down box
Step 4: Click "save"
Now that you've set up a dashboard level default data source, every cross-network widget you create will automatically use the entities you selected.
Best Practices & Other Notes
- You can always override the dashboard default by filtering at the widget level. If you'd like to set the widget back to the dashboard default, you'll need to edit the widget and set it back at the dashboard default.
- Direct widgets work a bit differently and need to have the single account selected during the widget building process. More on Direct widgets here.
Have any questions? Feel free to reach out to us at firstname.lastname@example.org.