| Plan | × Professional × Advanced × Scale ✓ Enterprise |
Custom dashboards are reporting views our team builds for your account. Each dashboard has its own layout, widgets, and profiles, so everyone who opens it starts from the same view.
What this does
- Brings the metrics your team cares about into one view, organized in tabs (for example, by region, brand, or business unit)
- Saves which profiles each widget reports on, so the dashboard is ready to use as soon as it opens
- Lets one tab show different profiles side by side, such as two brands in the same view
- Compares each metric with the previous period
- Lets you filter the dashboard by tags, sections, and profiles without changing how it's set up
How to open a custom dashboard
- Go to Reports. If your account has custom dashboards, Reports opens on the first one.
- Find your dashboards under Custom dashboards, above Core reports in the report list. If a dashboard uses its own saved profiles, you'll see Profiles set by dashboard under its name.
- Use the tabs at the top of the dashboard to switch between views.
- Hover the note above a widget to see which profiles it covers.
- Pick a date range. Each widget compares the selected range with the previous period.
How to filter a custom dashboard
You can narrow down what a dashboard shows without changing how it's built.
- Open the dashboard and click the filter icon at the top of the report.
- Choose what to filter by:
- Tags: only include posts with the tags you select
- Exclude tags: leave out posts with the tags you select
- Dashboard sections: only show the sections you select
- Dashboard profiles: only show data from the profiles you select, out of the profiles saved with the dashboard
- The dashboard reloads with your filters applied.
Important: The profile selector on the left doesn't apply to custom dashboards. Use the dashboard's own filters instead. |
- Some metrics can't be filtered by tag. When that happens, the widget shows a notice or n/a instead of a number.
- If a section has no matching profiles after filtering, it shows a notice instead of data.
- CSV exports use the same filters you see on screen.
How to share or export a dashboard
Custom dashboards work like other reports in Vista Social. You can:
- Export to PDF
- Export to CSV
- Share a link
- Schedule it to be emailed
About the metrics
Each dashboard is built for your account, so the widgets and metrics can differ from one dashboard to another. If you're not sure what a metric on your dashboard includes, reach out to your account manager or our support team.
Total Clicks
If your dashboard has a Total Clicks card, it adds up clicks from your LinkedIn company pages and X accounts during the selected period:
- LinkedIn company pages: all clicks on your page's content, including the post, company name, and logo, not only links
- X: link clicks and profile clicks
- Facebook, Instagram, YouTube, and LinkedIn personal profiles: not included in this total
LinkedIn clicks are counted on the day they happened. X clicks are counted on the day the post was published, and X only updates click counts for about 30 days after a post goes live.
Important notes
- Custom dashboards are set up by our team. You can't create a dashboard or change its layout or profiles yourself. To request a new dashboard or a change, contact your account manager or our support team.
- To view a dashboard, you need access to every profile it uses. If you're missing access to any of them, you'll see a message asking you to contact your account admin.
- Only users with access to every profile on the dashboard can schedule it.
- Scheduled dashboards always run without filters, so recipients get the full dashboard.
- Shared links keep the date range chosen when the link was created. For a rolling date range, schedule the dashboard instead.
- If a widget can't load, it says so in place, so a missing number isn't shown as zero.
- Comparisons with the previous period only include data available for that period.
Frequently Asked Questions
Q: Why doesn't the dashboard change when I select different profiles on the left?
A: Custom dashboards use their own saved profiles, so the profile selector on the left doesn't apply. Use the dashboard's filters and choose Dashboard profiles to narrow it down.
Q: Can I build my own custom dashboard?
A: Not yet. Our team sets up custom dashboards for your account. For a self-serve option, you can build custom report templates in Reports → Custom reports.
Q: A teammate can't open the dashboard. Why?
A: They need access to every profile the dashboard uses. Ask your account admin to give them access.
Q: Why doesn't my scheduled email match what I see on screen?
A: Scheduled dashboards always run without filters. If you filtered the dashboard on screen, the email still shows the full dashboard.
Q: Why don't I see Threads data on my custom dashboard?
A: Custom dashboards don't include Threads data yet.
Need help?
Reach out to our support team, and we are happy to help.
Related Reading:
What data is available in Reports?
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