You can change every dashboard, both the six SplashSend starts you with and any you make. Each change is saved as you make it, for your whole account, so everyone on your team sees the same dashboards.

Moving and removing cards

  1. Open the dashboard and click Change this dashboard.
  2. A bar appears above each card. Click Earlier or Later to move the card, or Remove to take it off.
  3. To rename the dashboard, type a new name in the box at the top.
  4. Click Done.
A dashboard being changed, with Earlier, Later and Remove above each card.
Change this dashboard puts a bar above each card.

Once you've changed one of the six starting dashboards, Put it back as it was appears beside Done. It returns the dashboard's cards and name to how they started.

Adding a card

Under the cards, Add a card has two buttons.

  • Browse ready-made opens the ready-made reports. Each answers a question people ask about their emails, such as Where do new people come from?, and under More cards are the cards the starting dashboards use. Click Add to and the dashboard's name on any of them. A card that's already there says On and the dashboard's name.
  • Build a report opens the report builder, where you choose what to measure. See Building your own report.
The ready-made reports, grouped by what they're about.
Each ready-made report answers one question.

Four of the questions are also listed on the left of Reports under Ready-made, and See all 16 opens the rest. A card's full-size page has Add to a dashboard as well, so you can open a card from one dashboard and add it to another.

Making a dashboard of your own

  1. Click New dashboard under the list of dashboards.
  2. Give it a name, such as Christmas, and click Make dashboard.
  3. It opens with no cards. Add some with Browse ready-made or Build a report.
The New dashboard window, asking for a name.
Name it, then add the cards you want.

To delete a dashboard you made, click Change this dashboard, then Delete this dashboard. Its goals and its shared link go with it. Reports you built stay under Saved by you. The six starting dashboards can't be deleted.

Finding a report

The search box at the top left of Reports looks through your dashboards' names, the ready-made questions and the reports you've saved.