How to use the Viewer mode?

The Viewer mode allows you to see your dashboard from your client’s or your boss’ perspective. It’s also where you set your sharing preferences. Basically, it’s the last step before setting your dashboard free!






1 – Time displayed

The header displays the time period reflected in the dashboard’s data. The format of this time period changes depending on your dashboard type, as follows:

1.1 – Periodic dashboard


If your dashboard is a periodic one, you’ll find a drop-down menu containing the previous periods (the length of time of which you’ve already chosen… be it weekly, monthly, etc.). By default, the dashboard is set to the last completed period. If you want to have a look at previous ones or see the current state of the on-going one, choose the desired period, and the dashboard will refresh itself automatically.





1.2 – Campaign dashboard


In the case of a campaign dashboard, the header shows the campaign dates as well as those of the compared campaign, if you’ve chosen one.





1.3 – Rolling dashboard


Since the rolling dashboard tracks your performance on an ongoing basis, the header doesn’t show any time periods. Instead, you’ll find specific dates directly in your widgets.






2 – Options


Three icons are located on the right side of the header.




The first icon allows you to export the dashboard as a PDF file and save it on your device.


The second icon allows you to share your dashboard by email. Clicking on this icon opens the following panel on the right side of the screen:




You can send your dashboard’s URL link to one or multiple recipients, include a summary of the report in the email and/or include an attached PDF file with the entire report, as well as set a frequency at which the recipients will receive the report.


The third icon shows if the data in your dashboard is up-to-date.

The system imports data every 24 hours, over the course of the night in Eastern Daylight Time (EDT). Depending on where in the world you’re located and when you’re viewing your dashboard, the importation might be in progress. If this is the case, the icon will display an orange dot in the middle. If you give it some time, you’ll soon find the green check in the middle of the circle instead, indicating that you now have the latest data in your widgets!


Next to these three icons is the button to go back to Editor mode.




Everything looks good? Time to share your dashboard!