Dashboards display data cards with customizable content and visualizations and are a great tool for inspecting both high-level and detailed data, but their adaptability takes them from great to imperative. Creating new cards lets you decide exactly which data to display and how; being able to edit cards gives you room to adjust with changing needs and saves you time in creating similar datasets.
Read What are Cards? to learn more about what cards are and what they can do.
1. Add Card
Open Card Definition Management by clicking on Settings in the left menu.
Select Cards as the Definition Type, here you will find a list of all current cards.
You can select a card to edit or click the + add button to open the card creation wizard, Create New Definitions.
2. Choose a template
Choose a template with a content type most consistent with the content you want to be reflected in the card. For example, select the Generic Lead Insight template when creating a card using Lead content, then click Next. Keep in mind you cannot change the card type after creation.
3.Create Card Name and Description
Name your new card and give it a brief description. Both the name and description will be visible in the Card Definition Management list making it easy to understand each card's purpose for future use. Click Next.
4. Choose Card Content
The final screen in the card creation wizard provides the opportunity to define its content and can later be edited (more about editing cards later). Customize the Card Information, Filter, Calculations, and Visualization to fit your needs.
Card information: see basic card information, add tags for better card organization in the card definition search, and view the content type established by the template
Content Tip: If the Content Type presented in card information isn't the content type you want to see, click back and choose a different template.
Filter: Choose what data is filtered and presented in your card. Different filters will be populated based on Content Type, and each different filter will present the corresponding metrics. The possible combinations of applied filters and their customized metrics is endless so this will look different from one card to the next. Adding a filter item will also add a column to the inspection report view for you insight.
Calculations: Define what data to calculate and how.
Add a calculation by clicking on the + button and choosing the type of calculation metric to be performed; average, sum or count. This is the type of calculation that will be performed.
Choose a property from the property dropdown list to define what data will be calculated.
Visualizations: Choose how your content is presented. There are three types of visualizations and each has its own requirements. Click on your desired card type below to complete the Visualization portion of the card builder.
Top Content Card
Bar Chart Card
Once completed, click Save in the Card Builder. You have created a customized Insights Card! Your card is available in the Card Definition Management list can be added to a dashboard.
Didn't create the perfect card on your first try? Did your needs change? Are you creating a card similar to one you already have? Card editing makes this all possible. You can open the Card Editor from the Card Definition Management list or directly from the dashboard.
Notice that the only difference between the Card Builder and the Card Editor is the top portion. In Card Editor you have the options copy, delete, and save.
•To edit from the Card Definition Management list simply click the card in the definition management list that you want to edit to open the Card Editor.
•To edit directly from the dashboard, select the three dots in the top right of a card and select Edit to open the Card Editor.
Editing Card Content
Remember steps 3 and 4 above? That's card editing. You and your chosen board Editors can make changes to Card Information, Filters, Calculations, and/or Visualizations, then click save. After clicking save, the card has been changed in the Card Management List and in any dashboard to which it has been added.
Replacing a Card
To replace a card, click the three dots in the top right corner of the card and select Replace. A list of available cards will be produced, select the new card you want added to your board and click Replace. The card that was previously in this position has now been replaced on the board but is still alive and well and available to its audience. The replacement takes place only on the current dashboard.
Removing a Card
To remove a card from the dashboard, click the three dots in the top right corner of the card and select Remove. The card will be removed and a confirmation will appear telling you, "This card has been removed successfully." The card is removed from this dashboard only, it will remain available to its audience. Removing a card is not deleting a card.
Sometimes you want a new card similar to one you already have. To make changes to a card and save it as a new card (while keeping the original as it was) click copy in the Card Editor. The "copy" will be added to your content list and the Card Editor will automatically adjust the name to read "Original Card Title Copy". Change the name, make your changes and click save. You've created a new card with the same basis as the original with your own fresh tweaks. The new card exists in your Card Definition Management list and is available to add to dashboards.
Deleting a Card
Find a card no longer useful? You can delete it, but do so with 🚨 CAUTION🚨.
Whether you opened the card editor from the card list or from within the dashboard, deleting a card deletes it everywhere. It will no longer exist in this universe or any other. It will be deleted from the card list, your current dashboard, any dashboard it's been added to, mostly importantly someone else's dashboard. So delete with caution and make sure you're not sending a card someone else is still using into the Great Abyss.
Now that you have cards, make sure you use them to their fullest potential and add them to dashboards.
If you run into any issues, contact support.