Articles on: Reports & Analytics

How to customize your dashboard

A customized dashboard gives you a single view of what matters most.
You can remove charts you don't need, add new ones, rearrange them, resize them, and exclude specific data sources.


To restore your dashboard to its original state at any time, click Actions > Reset to System Default at the right of the page.


Step 1. Open the dashboard



Step 2. Remove widgets you don't need


  • Click the three dots on top right corner of each widget to remove it.
  • You can re-add any removed widget at any time.



Step 3. Add the reports and charts you need


  • Click + Add at the right of the screen.
  • Select a chart category (e.g. Volume).
  • Click on the rule box's parameters to open, configure and add them according to your preferences.





Step 4. Rearrange charts


  • Drag any widget/chart up or down to change the order.
  • Place your most important reports at the top.


Step 5. Resize charts


  • Drag the edges of a widget/chart to increase or decrease its width and size.


You can resize a chart from all sides.



Step 6. Exclude specific data from a chart


  • Click on any data source label inside a chart to exclude it.
  • An excluded source is shown with a strike-through.
  • Click the same label again to restore it.
  • You can exclude all data source labels inside a chart by clicking on Deselect All:




🎉 Your dashboard is now configured to show exactly the data you need.


Detailed Guide: How to filter your reports, views, and dashboard
Detailed Guide: How to access reports by call tag
Detailed Guide: How to create reports by UTM source and medium

Updated on: 29/07/2026

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