You can create a Dashboard based on your actual needs to centrally display key data across specified platforms, accounts, and time ranges.
Entry: In the Dashboard Management page, click "+ New Dashboard" to start the creation process.
Creation Method | Use Case | Next Steps |
Create from Template | For quickly generating a standardized dashboard covering common social media platforms and operational scenarios | Select a template → Choose dashboard type → Configure basic information → Generate with one click |
Create Blank Dashboard | For users with a clear chart plan who want full control over layout and components | Choose dashboard type → Enter blank editor → Add chart components manually |
💡 Tip: If you are a first-time user, we recommend starting with a template to get familiar with the dashboard structure before customizing your own.
1. Create Dashboard from Template
The system provides a variety of built-in commonly used data Dashboard templates, suitable for cross-platform or single-platform data display and analysis scenarios, helping you quickly generate standardized data canvases. Currently available templates cover mainstream social media platforms and management scenarios, including:
Platform Performance Templates: Cross-Platform, Facebook, X (Twitter), Instagram, LinkedIn, YouTube, VKontakte, TikTok, Threads
Specialized Management: Team Performance, Social Media Operations Report
Steps:
Browse the template area and select the desired template directly.
To view all templates, click "More Templates" in the upper-right corner to access the full template library.
Click "Create with One Click" on any template card to bring up the canvas type selection dialog:
Web Canvas: Used for daily data monitoring and analysis, displaying various operational data through charts to help you quickly grasp overall performance.
PPT Canvas: Suitable for data reporting and external presentations, supporting richer content arrangement to meet presentation and reporting needs.
After selecting the canvas type, you will enter the configuration pop-up to set the following information in order:
Dashboard Name: It is recommended to name it according to a standardized format for easy identification.
Visibility: Select "Visible only to me" or "Visible within the group."
Data Source: Supports filtering by platform, social account, and social account labels.
Date Range: Set the default data period displayed on the dashboard.
Once you click "Create," the system will automatically generate a dashboard with pre-configured charts and settings. You can use it directly or enter the editing page to make adjustments.
2. Create a Blank Dashboard
If you already have a clear chart plan, you can choose a blank dashboard and add and configure chart components yourself to meet your personalized analysis needs.
Steps:
Enter the Dashboard module and click "+ New" or "More Templates" in the upper-right corner to access the full template library.
In the template library, hover over "Create blank dashboard" and select Web Canvas or PPTX Canvas to enter the canvas creation page.
Once on the canvas page, click the "+ Add Chart" button to add and configure chart components.
Tips:
After creating a blank canvas, the default name is "Untitled" and the default visibility is "Visible only to me." After completing your edits, click the "..." button in the upper-right corner to modify the canvas name and permissions.
For detailed differences between Web Canvas and PPT Canvas in terms of layout, data refresh, and interactivity, please refer to: Canvas Display & Layout Documentation
For more information on adding and configuring charts within a canvas, please refer to: Chart Addition & Management Documentation