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:
Relative Date (auto-updated): Rolling range (e.g., Last 7 days). Max 1 year.
Exact Date (snapshot): Static snapshot of selected dates.
Configure Compare To:
Previous period, week, month, or year.
Custom: Allow any period of date.
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).
Tips:
Share report aims to share the report with someone who does not have access to your Workmagic account.
For someone who has access to your workmagic account. Just copy paste the url from the browser.
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.