Ready to dive in? Use this checklist to guide you through your first week, from exploring dashboards and selecting key reports to creating custom dashboards, applying filters, and sharing insights.
Day 1: Get Oriented
Log in and explore your default dashboard
Browse the report catalog to see what's available- Identify 2-3 reports that match your key metrics
Day 2: Create Your First Dashboard
- Create a new custom dashboard
- Add 5-7 relevant reports
- Apply market and date filters
- Save and name it clearly
Day 3: Organize Your Workspace
- Add your most-used dashboards to favorites
- Add key reports to favorites
- Explore shared dashboards from your team
Day 4: Learn Filtering
- Practice applying different filter types
- Compare time periods using filters
- Try market comparison filters
- Understand the filter hierarchy
Day 5: Share and Export
- Export your dashboard as PDF
- Make one dashboard public for your team
- Schedule your first email report
- Test the email link to verify it works
Week 2 and Beyond:
- Build additional dashboards for specific purposes
- Refine your filters to answer deeper questions
- Schedule regular reports for stakeholders
- Explore advanced features like guest location analysis