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Build custom dashboards

With Blink IQ Gold, you can create bespoke dashboards that pull all your chosen data insights together in one place

Written by Thomas Rafferty

📊 Building custom dashboards is available for the Blink IQ Gold Tier. Learn more about how to upgrade your Blink IQ tier here.

With Blink IQ Gold, you can go beyond our standard dashboards to create your own collections of data in custom dashboards.

Customise an existing dashboard

You may want to use one of the standard Blink IQ dashboards as the starting point for your custom dashboard. Here’s how:

  • Open a dashboard from Blink IQ in the admin panel

  • Using the three dots menu in the top right hand corner, click ‘Make a copy’

  • Give your custom dashboard a new name and description, and then click ‘Save’

  • Now, you can edit your copy of the dashboard by clicking the three dots menu again, and choose ‘Edit’

  • Move and resize tiles and delete tiles if you want to change the layout of the dashboard

  • If you’d like to auto-filter the dashboard by a given time range, profile field, or Group, choose the filter from the filter menu at the top of the screen, and under ‘Default values’, choose the values you want to be auto-selected. Then click ‘Apply’

  • Once you’ve finished editing the dashboard, click ‘Save’ in the top right hand corner

View your custom dashboards

  • To find your custom dashboards, click ‘All dashboards’ from the ‘Dashboards’ menu of the admin panel, and then select ‘Yours’ at the top of the screen

Create a custom dashboard from scratch

You may want to create a new dashboard from scratch, without using an existing Blink IQ dashboard as the basis. To do this:

  • Click ‘All dashboards’ from the ‘Dashboards’ menu of the admin panel

  • Click ‘Create Dashboard’ in the top right hand corner

  • Give your dashboard a name and description, and choose whether you would like the dashboard to be discoverable by other users in your organisation by ticking the 'Make this Dashboard discoverable' box. Then click ‘Save’

  • Your dashboard is now ready as a blank slate. From here, you can search data, to create your own data queries, or you can save copies of other metrics from existing dashboards to your new custom dashboard

  • To save specific metrics from an existing dashboard to your new custom dashboard, open an existing dashboard, click the three dots menu next to the metric you want to save, and click ‘Make a copy’

  • Then, click ‘Pin’ and choose your dashboard from the list that appears

  • When you re-open your custom dashboard, you will see that the metric has now been saved, and you can continue adding more metrics, changing the format of the dashboard, and adding filters

Share custom dashboards with other users

  • Click ‘All dashboards’ from the ‘Dashboards’ menu of the admin panel, and then select ‘Yours’ at the top of the screen

  • Beside the dashboard you’d like to share with another user, click the three dots menu, and click ‘Share’

  • Enter the names of the user(s) you’d like to share the dashboard with, and add an optional message or notification to let the user know you’re sharing a custom dashboard with them

  • Click ‘Share’

  • The user will then be able to see the dashboard from their ‘All dashboards’ screen

📊 You can get access to build Custom Dashboards by upgrading to Blink IQ Gold – find out more here.

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