Custom Dashboards

The Custom Dashboards section is where you can find any dashboards that have been created uniquely for your account by the DemandJump Customer Success team.

To subscribe to a dashboard and have it delivered to your email inbox on a regular basis:

  • Navigate to the dashboard you would like to subscribe to
  • Click the envelope icon in the top left corner of the page
  • Select how frequently you would like to receive the dashboard in your inbox
    • Daily: The dashboard will be sent at 8:00 AM each morning
    • Weekly: The dashboard will be sent every Monday morning
    • Monthly: The dashboard will be sent on the first day of each month
  • Click Save
  • To edit your dashboard subscription settings, navigate to Settings > Notifications.

To download your data:

  • Hover over the dashboard widget you would like to learn more about
  • Click the three dots in the top right corner
  • Select Download Data...
  • Choose the file format to download your data (TXT, Excel, CSV, JSON, HTML, Markdown, or PNG)
  • Results (With visualization options applied or As displayed in the data table)
  • Values formatted or unformatted
  • Limit (Results in table or custom number of rows)
  • Specify the name of your file
  • Select Download or Open in Browser

Some dashboards allow you to drill down to view more granular summaries of data. To drill down into part of a report, hover over the area you would like to learn more about and click. If a drill down is available, you will be prompted with options for how you would like to visualize the data.