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
Charts
Charts: numeric display, line, bar, pie, table.
Add Charts via Visual Editor or AI Copilot.
Supported layouts: 1–4 columns.
Text
Add manual notes or AI-generated insights.
AI text can be converted into manual text.
Images
Images: upload logos, creative references, campaign visuals.
Resize freely without following original aspect ratio.
Chart Builder (Visual Editor)
Follow these steps to build a chart manually:
Step 1: Start a New Chart
Click Add section > Chart.
In the New Chart window, select Data set.
Options: Channel Attribution, Ads Attribution, Creative Attribution, Order Sales, Lift Test Results.
Step 2: Choose Metrics
Click Metrics > +.
Select one or multiple metrics (e.g., Orders, Sales, ROAS, Page views).
Step 3: Add Dimensions
Click Dimension > +.
Choose attributes such as Channel, Attribution model, Ad ID, Ad name.
Step 4: Apply Filters
Click Filters > +.
Select a metric or attribute.
Choose rules:
Threshold-based (greater than, less than, equals, etc.).
Trend-based (increase/decrease by X%).
Attribute-based (contains/does not contain, date ranges, status).
4. Combine conditions using AND/OR logic within filter group or between filter group.
5. Save filter groups for reusability.
6. Use Presets for quick rules:
Scaling: Ad spend ↑ 10%+
Declining: Ad spend ↓ 10%+
Fatigue: CTR ↓ 10%+
Winning: Ad spend > 500 + ROAS > 3
Tip: you can customize the preset by editing an existing preset that suits your needs.
Step 5: Select Visualization Type
Choose how to display your chart:
Numeric display: 1 metric only.
Line chart: Up to 2 metrics, 1 dimension.
Bar chart: Up to 2 metrics, 1 dimension.
Pie chart: 1 metric, 1 dimension.
Table chart: Unlimited metrics and dimensions.
Step 6: Adjust Date Settings
If the dashboard is at Chart-level filter, pick dates here.
If at Dashboard-level filter, date settings are inherited from the main dashboard.
Step 7: Preview & Save
The chart preview updates live as you configure.
Note: If the setup is incomplete / missing required variable (Data Set / Metrics / Dimension), you will see "Your chart preview will show up here"
If no data is found, an alert will show: “We couldn’t find any data for your query.”
Once satisfied, click Save.
Example: Combined Filters
Create rules like:
Ad spend ↓ 10% compared to previous period OR ROAS ↑ 10%.
ROAS > 8 AND Sales > 1,000.
Apply them to narrow down results for performance tracking.
AI Copilot for Charts
AI Copilot makes chart building faster with natural language prompts.
Step 1: Open AI Copilot
In the New Chart window, click Ask AI Copilot.
Select from suggested prompts (e.g., “Show monthly revenue by channel”).
Or type your own request (e.g., “Build a table of CAC and ROAS by channel for last 3 months”).
Step 2: AI Chart Generation
Enter your prompt.
AI will automatically select data set, metrics, and visualization type.
The chart preview appears instantly.
Step 3: Review and Refine
If needed, adjust metrics, dimensions, or filters in the Chart Builder.
Note: Not all AI generated charts are editable, especially if it's combinations of multiple data sets.
Regenerate by editing your prompt.
Use history to revisit previous prompts.
Step 4: Save and Track Prompt
Click Save to add the chart.
Saved AI-generated charts display the AI prompt used for transparency.
Prompts can be edited later, and charts can be converted into manual editor mode.
Step 5: Advanced: SQL View
For power users, Copilot can reveal the SQL query behind the chart.
This allows advanced debugging and validation of how metrics are calculated.
Text Blocks with AI
Use a Text block to add commentary to your dashboard (either manual notes or AI-generated insights that auto-update from your charts and date range).
Step 1: Add a Text Block
Click + Add section → Text.
Choose Manual text (static notes) or AI Copilot text (dynamic insights).
Step 2: Manual Text (Static Notes)
Select Write text on your own.
Type your commentary, notes, or action items.
Click Save.
Best for permanent notes that don’t change with filters.
Step 3: AI Copilot Text (Dynamic Insights)
Select Ask AI Copilot.
Enter or pick a suggested prompt, such as: “Summarize week-over-week changes in ROAS and Orders by channel.”
Preview the AI-generated text on the right.
Example prompts you can use:
“Summarize week-over-week changes in ROAS and Orders by channel.”
“Write a 5-bullet executive summary of Meta Ads performance vs previous month.”
“Highlight top 3 and bottom 3 campaigns by CAC in the last 30 days.”
“Explain the impact of the Black Friday promotion on sales and conversion rate.”
Step 4: Save & Auto-Update
Click Save prompt.
The block is added with an AI prompt badge and updates automatically when the dashboard is reloaded / refreshed.
Step 5: Convert to Static (Optional)
From the block menu → Convert to editable text block.
After converting, you can freely edit the content, but it will no longer update dynamically.
Image Blocks
The Image Module lets you showcase visuals directly inside your dashboards. Use it for campaign creatives, product shots, or branded assets to provide context alongside performance data.
Step 1: Add an Image Section
Click “Add section” → Select Image.
Drag and drop or upload an image file.
Step 2: Default Fill Mode
Images automatically expand to 100% width of the container while preserving the original aspect ratio.
This ensures your creative looks balanced and unclipped.
Step 3: Stretch & Resize Freely
You can pull horizontally, vertically, or diagonally to resize.
Aspect ratio does not need to be maintained—giving full flexibility.
Step 4: Combine With Insights
Pair images with charts or text modules (e.g., campaign visuals + performance summary).
This helps analysts and marketers align creative assets with real outcomes.
The Image Module is ideal for visual storytelling, tying campaign performance back to the creatives that drove it.
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.