Vizmo can build a custom Analytics dashboard around your own reporting needs. You send us the request, Vizmo sets the dashboard up, and you then open it in the Vizmo portal like any other Analytics dashboard.

Before you start

• Custom dashboards are built and changed by Vizmo. You cannot create or edit one yourself in the portal.
• To open a dashboard once it is set up, your account needs Analytics access. See View and track analytics.
• Availability: if this option is greyed out or missing, contact your Vizmo account manager.

Request a custom dashboard

1. Email support@vizmo.in with the subject "Custom Analytics dashboard request".
2. Describe what you need. The more specific you are, the faster Vizmo can say what is possible:
   • The question you want to answer: for example, which locations use their desks most, or how visitor numbers change over time.
   • Scope: the whole company or specific locations.
   • Metrics and definitions: the numbers you need and how you expect them to be counted, such as bookings, check-ins or utilisation.
   • Breakdowns and filters: the groupings and date ranges you need, such as location, department, floor or zone.
   • Audience: who should view the dashboard and whether they also need PDF exports.
3. Wait for Vizmo to reply. Vizmo confirms which data, charts and filters can support your request. Not every requested metric is available.

Open your custom dashboard

1. Sign in to the Vizmo portal. Stay in Company View for company-wide reporting, or select a location for that location only.
2. Open Analytics in the left menu and select the dashboard Vizmo set up for you. If there is more than one dashboard in that area, select the tab above the charts.
3. Check the dashboard title and the company or location shown before you read the numbers.
4. Use the filters inside the dashboard to choose the period and other options. Select Refresh to reload the dashboard.

Things to know

• A custom dashboard can be set up for the whole company or for one location. If none is set up for the place you are viewing, you see the standard dashboard instead.
• Because the charts are set up for you, they can differ from the standard dashboards described in View and track analytics.
• To email a dashboard as a PDF, follow How to export an Analytics dashboard as PDF. The Export button is shown only if your account can create exports and the dashboard supports PDF export.

Troubleshooting

• I still see the standard dashboard: check that you opened the company or location Vizmo set the dashboard up for. If you did, email support@vizmo.in with the company, location and dashboard name.
• I do not see Analytics in the menu: your account may not have Analytics access. Ask your administrator to check.
• "No analytics dashboards are configured": no dashboard is set up for this company or location yet. Contact your Vizmo account manager.
• "Analytics is temporarily unavailable. Please try again.": select Refresh and try again after a short wait. If it keeps happening, email support@vizmo.in with the dashboard name, the company or location and the date and time you saw the message.