WorkMagic’s Custom Dashboards give you the flexibility to design and manage your own reporting environment. Whether you’re a marketer, analyst, or strategist, dashboards help you visualize performance, share insights, and streamline reporting — all in one place.
Why Custom Dashboards Matter
- Efficiency: No more repetitive, one-off report builds. 
- Flexibility: Mix datasets, visuals, and insights for your unique reporting needs. 
- Engagement: Personalized dashboards drive adoption and long-term client success. 
Accessing Dashboards
- Go to Your dashboards in the left-hand menu. 
- First-time users will see the option to Create new dashboard. 
Creating a Dashboard
- Click New Dashboard. 
- Enter a Name (up to 1000 characters). 
- Choose a Date Selection Level: - Dashboard-level: One filter applies across the page. 
- Chart-level: Each chart has its own filter. 
 
- Select Date Display Type: 
- Configure Compare To: 
- Click Save. 
Editing and Managing Dashboards
- Use Settings (top-right) or the pencil icon in the menu to edit. 
- Rename, reorder, or delete dashboards. 
- Create folders to group dashboards. 
- Drag-and-drop dashboards or folders for sorting. 
Sections: Building Your Dashboard
- Click the Add section to create a new section. 
- Choose content type: chart, text, or image. 
- Rename sections using the three-dot menu. 
- Delete sections with confirmation. 
Adding Content Blocks
1. Chart Block
- Charts: numeric display, line, bar, pie, table. 
- Add Charts via Visual Editor or AI Copilot. 
- Supported layouts: 1–4 columns. 
2. Text Block
- Add manual notes or AI-generated insights. 
- AI text can be converted into manual text. 
Learn More: How to Use Text Block with AI
3. Image Block
- Images: upload logos, creative references, campaign visuals. 
- Resize freely without following original aspect ratio. 
Learn More: How to use Image Blocks on Custom Dashboard
Drag-and-Drop Layouts
The Drag & Drop Module lets you easily rearrange charts, images, and text sections in your dashboard. It helps you keep reports organized and aligned with your storytelling flow.
Step 1: Hover to Reveal Drag Handles
- Move your cursor over the chart, image, or text block you want to move. 
- A drag handle (↕ or ↔ icon) appears on the border of the block. 
Step 2: Click and Hold
- Click and hold the drag handle to activate movement. 
- The block will lift slightly, showing that it’s ready to be repositioned. 
Step 3: Drag to a New Position
- Drag the block horizontally and vertically across the dashboard. 
- Other blocks automatically adjust, making space for the item you’re moving. 
Step 4: Drop to Place
- Release your mouse button when the block is in the right spot. 
- The dashboard auto-adjusts the layout to snap everything neatly in place. 
Step 5: Refine Layout
- Repeat the drag-and-drop process to reorder multiple blocks. 
- You can create a narrative flow (e.g., KPI summary at the top, detailed breakdowns below). 
Tip: Use drag-and-drop when refining reports for stakeholders. This helps highlight the most important insights first.
Saving & Sharing Reports
- Click Save Report to preserve changes. 
- Click Share Report to generate a shareable link (valid for 30 days). 
- Links contain static content, accessible without login. 
- Once the link expires, you can't access the report and need to reshare the report. 
Best Practices
- Use Dashboard-level filters for broad insights, Chart-level filters for detail. 
- Favor Relative Date for ongoing monitoring, Exact Date for milestones. 
- Organize dashboards into folders by account, channel, or campaign. 
- Start with AI Copilot for quick exploration, refine with Visual Editor for precision. 
