Key Data Docs

Report Guides

Building a Custom Dashboard

Steps to Create a Custom Dashboard

  1. Access Dashboardssome text
    • Click the Dashboards button.
    • Select Create New next to My Dashboard.
  2. Enter Detailssome text
    • Input a dashboard name and a section name.
    • Choose the date type for your reports: Arrival Dates, Arrival and Booked-on Dates, or Booked-on Dates.
  3. Add Reportssome text
    • Select from the catalog of reports. For example, choose Pacing Detail.
    • Choose the KPI for the report.
  4. Customize Chartssome text
    • Use the Date Anchor to make selections.
    • Select the primary date range (blue) and compare range (red), e.g., this year vs. last year.
    • Customize the display settings, such as market (e.g., Rosemary Beach).
  5. Adjust Reportssome text
    • Resize, rename, or filter reports individually.
    • Edit the section name if needed.
  6. Duplicate and Savesome text
    • Duplicate sections or the entire dashboard for other locations or markets.
    • Save your custom dashboard.

Conclusion

You've now created a custom dashboard. You can replicate or adjust it as needed for various insights. Thank you for your time.