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Dashboards

Create a dashboard

Three ways to start a dashboard in Two Minute Reports: let Dash build it from a description, start from a ready-made template, or start from scratch.

There are three ways to create a dashboard. Describe what you need and let Dash build it, start from a template, or start from scratch. Every dashboard belongs to your team and can be scoped to a specific client.

A dashboard's client is decided when you create it, and you can't change it later. When you create with Dash or start from scratch, the client selected in the client switcher decides it. With a client selected, the new dashboard belongs to that client. With All clients selected, it's a global dashboard. A template asks for the client in its first step. To brief a client from a dashboard, create the dashboard for that client.

What you can do

  • Describe a dashboard and let Dash build it
  • Start from a ready-made template and use your own accounts in it
  • Create an empty dashboard and build it widget by widget
  • Copy an existing dashboard for the same client, another client, or all clients
  • Scope a dashboard to a specific client, or keep it at the team level

Choose how to start

  1. In the sidebar, open Dashboards.
  2. Select Create dashboard.
  3. Under How would you like to start?, select Create with Dash, Use a template, or Start from scratch.

When your team has no dashboards yet, the list also shows Start blank and Create with Dash buttons.

Create with Dash

Describe what you want, and Dash builds the whole dashboard in one step.

Describe your dashboard

Select Create with Dash. On the Describe step, fill in What should the dashboard show? in plain language. For example: "A paid media overview for my Google and Facebook ads with spend, ROAS, and a daily trend." To start from an example, select one under Try an example, then edit it. Select Next.

Choose your data and style

On the Data & style step, select the accounts under Accounts. Dash builds the widgets on these accounts. Under Theme, select Let Dash decide, My theme, or None.

To rebuild a report you already have, upload it under Recreate an existing report. See Migrate existing reports.

Create and review

Select Create with Dash. Building usually takes 45 to 90 seconds. When it's done, the dashboard opens. Refine it like any other dashboard: add or remove widgets, change the theme, and adjust the date range.

The more specific your description, the better the result. Name the metrics, the breakdowns, and the accounts you care about.
You can also ask Dash, the AI assistant, to build a dashboard from anywhere in the Hub, for example "Build a new GA4 and Google Ads dashboard." See Edit with Dash.
No accounts connected yet? Two Minute Reports provides sample accounts for a number of connectors. They appear in the account selector next to your own, with a Sample badge. Use them to try Dash and templates before you connect real data. See Test the migration with sample accounts.

Use a template

Templates give you a complete, laid-out dashboard. You only need to tell the template which of your accounts to use.

Browse the templates

Select Use a template. The Dashboard templates page opens. Each template is built around a specific use case, for example a paid media overview or an SEO dashboard. To see a template first, select Preview.

Set up the template

On a template, select Use, or select Use my own data on its preview. A short setup follows:

  1. Choose destination: select the client the dashboard is for, or All clients.
  2. Connect your accounts: connect at least one of the template's platforms. This step appears only when you still need a connection.
  3. Select accounts: choose the accounts to use from each platform.
  4. Name and create dashboard: enter a name, then select Create dashboard.

Review and customize

The template becomes your own dashboard. Rename it, add or remove widgets, change the theme, and adjust the date range, like any dashboard you built yourself.

Templates are starting points. Changes to your dashboard never affect the original template.

Start from scratch

Use this when you want full control, or when no template matches what you need.

  1. Select Start from scratch. A new dashboard named "Untitled" opens.
  2. To rename it, select the pencil next to its name.
  3. Select Edit to switch to edit mode.
  4. Add your first widget from the Widgets panel. See Widgets and charts.
Name dashboards for the audience and cadence they serve, for example "Acme: Weekly performance", so you can find them as your list grows.

Copy a dashboard

Copying is the fastest way to reuse a layout, for example when you send the same dashboard to many clients.

  1. In the dashboard list, point to the dashboard's card, open its menu (⋮), and select Copy dashboard.
  2. Under Destination, select Same client, Different client, or Global.
  3. Under Map accounts, choose which accounts replace the original accounts, so the copy shows that client's data.
  4. Enter a name for the copy, then select Create copy.

When you copy to another client, an image widget that shows the original client's logo shows the destination client's logo instead.

Build one polished dashboard for a client, then copy it for every other client instead of rebuilding from scratch.

Benefits

Faster setup: Templates and Dash get you to a working dashboard in minutes instead of hours.

Consistency across clients: Copies keep every client's dashboard on the same proven layout.

Full ownership: However you start, the dashboard is yours to edit, restyle, and share.

Next steps

Dashboards

Build dashboards from your connected accounts, with drag-and-drop widgets, multi-page layouts, custom themes, share links, and briefings.

Widgets and charts

The full dashboard widget catalog, from scorecards and charts to tables, maps, and text, and how to configure a chart's data, filters, and display options.

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