Aloo Manager planAnalytics

Customizing the dashboard

Customize mode turns Analytics from a read-only report into an editable layout. Turn it on, move widgets, replace them with your own, then turn it back off. Every user gets their own personal layout.

#Turning customize mode on

Click Customize layout in the page actions menu. Widgets gain drag handles and a small action menu for resize, edit, and delete.

Changes save as you go. Your layout persists when you turn customize mode off.

#What you can change

  • Move a widget by dragging it to a new position.
  • Resize a chart to be smaller or bigger.
  • Edit a widget: opens the builder pre-filled with the current settings.
  • Delete a widget: removes it from your dashboard.

#Adding a new widget

Add widget in the actions menu opens the widget builder. See the Widget builder page for every field.

#Turning customize mode off

Toggle customize mode off to lock in your changes. Other users' layouts aren't affected. Each user's dashboard is personal.

#Reset to default

If you want to start over, the customize menu has a Reset to default button. It shows a confirmation because the action is not easily undone:

  • All your current widgets go away. Defaults you kept, defaults you edited, and custom widgets you added.
  • The factory set of default widgets comes back.
  • You lose any filter tweaks, position changes, and custom widgets you had.
Reset only affects your own dashboard. Other users on the same business are not affected.