{"id":54802,"date":"2025-11-19T10:43:10","date_gmt":"2025-11-19T08:43:10","guid":{"rendered":"https:\/\/swat.io\/?post_type=swatio_update&#038;p=54802"},"modified":"2025-11-26T00:07:07","modified_gmt":"2025-11-25T22:07:07","slug":"custom-dashboards-for-reports","status":"publish","type":"swatio_update","link":"https:\/\/swat.io\/en\/changelog\/custom-dashboards-for-reports\/","title":{"rendered":"Custom Dashboards for Reports"},"content":{"rendered":"\n<p>More possibilities, more clarity, and more of what you really need. With the new Custom Dashboards, you can now shape your Reports section exactly the way you want.<\/p>\n\n\n\n<p>From now on, you can create your own KPI dashboards, combine different widgets, and build your analyses using extensive filters tailored to your needs.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>What\u2019s new?<\/strong><\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1080\" height=\"247\" src=\"https:\/\/swat.io\/wp-content\/uploads\/2025\/11\/dashboards_secreen_en-1080x247.png\" alt=\"\" class=\"wp-image-54829\" srcset=\"https:\/\/swat.io\/wp-content\/uploads\/2025\/11\/dashboards_secreen_en-1080x247.png 1080w, https:\/\/swat.io\/wp-content\/uploads\/2025\/11\/dashboards_secreen_en-750x171.png 750w, https:\/\/swat.io\/wp-content\/uploads\/2025\/11\/dashboards_secreen_en-1536x351.png 1536w, https:\/\/swat.io\/wp-content\/uploads\/2025\/11\/dashboards_secreen_en-2048x468.png 2048w, https:\/\/swat.io\/wp-content\/uploads\/2025\/11\/dashboards_secreen_en-640x146.png 640w, https:\/\/swat.io\/wp-content\/uploads\/2025\/11\/dashboards_secreen_en-300x69.png 300w\" sizes=\"(max-width: 1080px) 100vw, 1080px\" \/><\/figure>\n\n\n\n<p>You can still monitor the same metrics you\u2019re used to in Reports \u2014 but with Custom Dashboards, you now have full flexibility in how you track your social media performance. This allows you to build individual data stories for various use cases:<\/p>\n\n\n\n<p><strong>Create your own dashboards:<\/strong> Add a new dashboard with just one click and choose exactly which KPIs you want to keep an eye on.<\/p>\n\n\n\n<p><strong>Arrange widgets individually:<\/strong> Build your dashboards with the following widgets and place them anywhere you like:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Fans &amp; Followers Summary<\/li>\n\n\n\n<li>Fans &amp; Followers per Channel<\/li>\n\n\n\n<li>Post Performance<\/li>\n\n\n\n<li>Post Performance Summary<\/li>\n\n\n\n<li>Post Performance per Channel<\/li>\n<\/ul>\n\n\n\n<p><strong>Exports &amp; automated reports:<\/strong> You can now export dashboards as PDF or Excel \u2014 or schedule automated report deliveries via email at regular intervals.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Update 26.11.2025<\/h3>\n\n\n\n<p>We just added <strong>some more widgets<\/strong> to Dashboards. Now you can also add the following to your Custom Dashboards:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Post Comments Summary\u00a0<\/li>\n\n\n\n<li>Post Comments per Channels<\/li>\n\n\n\n<li>Private Messages per Channel<\/li>\n\n\n\n<li>Mentions Comments per Channel\u00a0<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>How it works<\/strong><\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Create and customize dashboards<\/strong><\/li>\n<\/ol>\n\n\n\n<p>Click on <strong>\u201cAdd Dashboard\u201d<\/strong> and give it a title. You can change the dashboard name at any time by clicking the <strong>edit (pencil) icon<\/strong> next to it.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1080\" height=\"472\" src=\"https:\/\/swat.io\/wp-content\/uploads\/2025\/11\/add_edit_dashboard_en-1080x472.png\" alt=\"\" class=\"wp-image-54809\" srcset=\"https:\/\/swat.io\/wp-content\/uploads\/2025\/11\/add_edit_dashboard_en-1080x472.png 1080w, https:\/\/swat.io\/wp-content\/uploads\/2025\/11\/add_edit_dashboard_en-750x328.png 750w, https:\/\/swat.io\/wp-content\/uploads\/2025\/11\/add_edit_dashboard_en-1536x671.png 1536w, https:\/\/swat.io\/wp-content\/uploads\/2025\/11\/add_edit_dashboard_en-2048x895.png 2048w, https:\/\/swat.io\/wp-content\/uploads\/2025\/11\/add_edit_dashboard_en-640x280.png 640w, https:\/\/swat.io\/wp-content\/uploads\/2025\/11\/add_edit_dashboard_en-300x131.png 300w\" sizes=\"(max-width: 1080px) 100vw, 1080px\" \/><\/figure>\n\n\n\n<ol start=\"2\" class=\"wp-block-list\">\n<li><strong>Add widgets<\/strong><\/li>\n<\/ol>\n\n\n\n<p>You can add up to eight widgets per dashboard. Arrange them via drag and drop.<\/p>\n\n\n\n<ol start=\"3\" class=\"wp-block-list\">\n<li><strong>Adjust widgets &amp; set filters<\/strong><\/li>\n<\/ol>\n\n\n\n<p>Adjust the layout of each widget in its settings or resize it by dragging the <strong>bottom-right corner<\/strong>. You can also rename widgets at any time using the <strong>edit icon<\/strong>. Widgets can be filtered by <strong>channel, timeframe, or post type <\/strong>and many more. The filter options depend on the selected widget.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img decoding=\"async\" width=\"570\" height=\"674\" src=\"https:\/\/swat.io\/wp-content\/uploads\/2025\/11\/filters_en-2.png\" alt=\"\" class=\"wp-image-54823\" style=\"width:300px;height:auto\" srcset=\"https:\/\/swat.io\/wp-content\/uploads\/2025\/11\/filters_en-2.png 570w, https:\/\/swat.io\/wp-content\/uploads\/2025\/11\/filters_en-2-300x355.png 300w\" sizes=\"(max-width: 570px) 100vw, 570px\" \/><\/figure>\n<\/div>\n\n\n<p>4. It\u2019s important to understand exactly how each metric is calculated. To see an explanation, simply <strong>hover over the metric label<\/strong>.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"882\" height=\"462\" src=\"https:\/\/swat.io\/wp-content\/uploads\/2025\/11\/metric_hover_en.png\" alt=\"\" class=\"wp-image-54805\" style=\"width:355px;height:auto\" srcset=\"https:\/\/swat.io\/wp-content\/uploads\/2025\/11\/metric_hover_en.png 882w, https:\/\/swat.io\/wp-content\/uploads\/2025\/11\/metric_hover_en-750x393.png 750w, https:\/\/swat.io\/wp-content\/uploads\/2025\/11\/metric_hover_en-640x335.png 640w, https:\/\/swat.io\/wp-content\/uploads\/2025\/11\/metric_hover_en-300x157.png 300w\" sizes=\"(max-width: 882px) 100vw, 882px\" \/><\/figure>\n<\/div>\n\n\n<ol start=\"5\" class=\"wp-block-list\">\n<li><strong>One dashboard for everyone<\/strong><\/li>\n<\/ol>\n\n\n\n<p>When you create a dashboard, it automatically becomes visible to everyone in the workspace. Any changes are immediately reflected for all users.<\/p>\n\n\n\n<p><strong>Limitations:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Up to 8 widgets per dashboard<\/li>\n\n\n\n<li>Available in Medium, Large and Custom plans only<\/li>\n\n\n\n<li>Large and Custom users can create unlimited dashboards; Medium users can create one dashboard<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Your benefits<\/strong><\/h2>\n\n\n\n<p>\ud83d\ude80 <strong>Exactly what you need:<\/strong><\/p>\n\n\n\n<p>Set up your dashboard(s) based on your individual needs. With widgets and filters, you can highlight the KPIs that truly matter to you.<\/p>\n\n\n\n<p>\ud83c\udfaf <strong>Flexible &amp; scalable:<\/strong><\/p>\n\n\n\n<p>Whether you&#8217;re tracking campaigns, monitoring monthly goals, or providing quick insights to management \u2014 you can build the exact dashboard you need.<\/p>\n\n\n\n<p>\u2699\ufe0f <strong>Perfect for team setups:<\/strong><\/p>\n\n\n\n<p>Dashboards can be viewed or edited by all workspace members. Everyone accesses the same data, ensuring alignment across the team.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Use Cases<\/strong><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Content Performance Dashboard<\/strong> \ud83d\udcf9<\/h3>\n\n\n\n<p>Regular analysis is key to steering your content performance in the right direction, <strong>generating learnings<\/strong>, and <strong>applying them<\/strong> to future posts.<\/p>\n\n\n\n<p>Check which channels perform best, where you see the <strong>most engagement<\/strong>, and where you achieve the <strong>highest reach<\/strong>. The \u201c<strong>Performance per Channel\u201d widget<\/strong> is ideal here. <\/p>\n\n\n\n<p>To understand which content <strong>formats resonate most<\/strong>, use the <strong>\u201cPost Performance\u201d widget<\/strong>. Sort posts by highest engagement rate and <strong>filter by channel or post type<\/strong> to quickly discover what <strong>truly works for your audience<\/strong>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Management Reporting Dashboard<\/strong> \ud83d\udcc8<\/h3>\n\n\n\n<p>Set up a dedicated dashboard for reporting to your management team. With <strong>summary widgets<\/strong>, you can provide a <strong>quick overview <\/strong>and easily <strong>compare performance<\/strong> across time periods (e.g., Q1 vs. Q2). Common focus metrics include <strong>reach<\/strong>, <strong>engagement rate<\/strong>, and <strong>follower growth<\/strong>.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"alignright size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"540\" height=\"440\" src=\"https:\/\/swat.io\/wp-content\/uploads\/2025\/11\/share_schedule_en.png\" alt=\"\" class=\"wp-image-54807\" style=\"width:161px;height:auto\" srcset=\"https:\/\/swat.io\/wp-content\/uploads\/2025\/11\/share_schedule_en.png 540w, https:\/\/swat.io\/wp-content\/uploads\/2025\/11\/share_schedule_en-300x244.png 300w\" sizes=\"(max-width: 540px) 100vw, 540px\" \/><\/figure>\n<\/div>\n\n\n<p><strong>Pro tip:<\/strong> Automate this report and send it to selected recipients at regular intervals.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Campaign Dashboard<\/strong> \ud83d\udce3<\/h3>\n\n\n\n<p>Launching a big campaign? Time for a campaign dashboard. Make sure to <strong>tag all related posts<\/strong> accordingly. Then apply a <strong>campaign filter<\/strong> to your dashboard.<\/p>\n\n\n\n<p>With the <strong>\u201cPost Performance per Channel\u201d widget<\/strong>, you\u2019ll instantly see which <strong>platforms perform best<\/strong> and where there\u2019s room to optimize.<\/p>\n\n\n\n<p>This allows you to <strong>track campaign performance <\/strong>at a glance and <strong>easily compare it<\/strong> to past campaigns.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p><strong>This could also be interesting for you:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/help.swat.io\/en\/articles\/12808664-dashboards\">Helpcenter article about Dashbaords<\/a><\/li>\n<\/ul>\n\n\n\n<p class=\"has-text-align-center\">If you have any questions, don\u2019t hesitate to&nbsp;<strong>contact our Support Team via Chat or&nbsp;<a href=\"mailto:support@swat.io\">support@swat.io<\/a><\/strong>.<\/p>\n\n\n\n<p><\/p>\n","protected":false},"featured_media":0,"template":"","class_list":["entry","entry--swatio_update"],"_links":{"self":[{"href":"https:\/\/swat.io\/en\/wp-json\/wp\/v2\/swatio_update\/54802","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/swat.io\/en\/wp-json\/wp\/v2\/swatio_update"}],"about":[{"href":"https:\/\/swat.io\/en\/wp-json\/wp\/v2\/types\/swatio_update"}],"wp:attachment":[{"href":"https:\/\/swat.io\/en\/wp-json\/wp\/v2\/media?parent=54802"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}