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- Left-side menu β contains navigation icons, including the eye icon to switch between Edit Mode and Reporting Mode.
- Top menu β includes the Share button for exporting or sharing dashboards.
- Right-side menu β provides full dashboard control options:
- Add Data Widget
- Add Text Widget
- General & Style
- Security
- Widget Sources
- Scheduled Automatic Reports
- Archive Dashboard
- Header area β contains two logo placeholders (company and client) and the Dashboard / Today tabs.
- Edit Mode β default view where you can add, remove, and configure widgets.
- Reporting Mode β activated via the eye icon, presenting a clean, client-ready view without editing controls.
- Dashboard tab β shows the standard reporting view with customizable date ranges.
- Today tab β fixed to Today vs. Yesterday data, enabling live widgets for immediate performance tracking.
- Clicking the Share button opens a dropdown with three options:
- PDF Export β generates a client-ready report.
- Copy URL β share a live link to the dashboard.
- Mail Reporting β schedule or send reports via email.