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Creating a new dashboard
Choose a starting point
Select one of three options:
- Create from blank dashboard — start with a clean slate
- From template library — choose a pre-made template from the shared library or your own saved templates
- Clone existing dashboard — duplicate an existing dashboard including all its widgets and layout
Name and configure permissions
Enter a name for the dashboard and set visibility permissions (view and edit access). Toggle the Private Dashboard option if needed. Click Confirm to proceed.
Add widgets
Select pre-configured widgets based on your goals, or click “Add a widget manually” to build from scratch. Click Confirm & Add to continue.
Setting a default dashboard
The default dashboard is the first view all users see when they log into the platform. Any user with Full dashboard access can set a default dashboard.Open the options menu
Click the three dots in the top-right corner and select “Set as default dashboard”.
Only account admins with Full dashboard access can set a default dashboard. All user roles must have permission to view the dashboard before it can be set as the default. You cannot delete the current default dashboard until another dashboard has been set as default.
Dashboard permissions
Hoop offers four permission levels for dashboards:| Level | Capabilities |
|---|---|
| Full | Create, edit, share, and delete dashboards |
| Edit | Edit a dashboard and its widgets — cannot delete |
| View | Read-only access |
| No Access | Restricted — dashboard not visible |
Setting permissions when creating a dashboard
During the dashboard creation process, toggle the Private Dashboard option if needed, and assign permission levels to individual users before clicking Confirm.Updating permissions on an existing dashboard
Open the options menu
Click the three dots at the top-right corner of the dashboard and select “Manage Permissions”.
Update permissions
Toggle Private Dashboard if needed, then set the desired permission level for each user.
Permissions are automatically adjusted based on role hierarchy. Lower-level roles cannot have higher access than higher-level roles.
Pinning dashboards
Pin your most important dashboards for quick personal access. Pinned dashboards are personal favorites that appear in the dashboard switcher. They differ from the default dashboard, which is the shared landing page for all users when they log in.Cloning dashboards
Users with Full or View-only access can clone (duplicate) an existing dashboard. Cloning retains the original layout, widget configuration, and custom theme colors, saving you setup time.
Deleting dashboards
Dashboard owners can delete dashboards that are no longer needed. You cannot delete the current default dashboard — set another dashboard as default first.Exporting data
Click any data point within a chart or widget to view detailed records in the Granular Insights view. Use the export icon to download records as a CSV file.Do not switch or close the tab during an active export. Granular Insights is not currently supported for widgets dependent on third-party platforms such as Facebook and Google.
Time zone synchronization
Dashboard data can be synchronized with your local time zone for accurate reporting. From the main dashboard, click the three dots menu and select “Manage Dashboard Time Zone”. You can switch between your location’s time zone and your personal time zone. The selected time zone applies to all dashboards you view.Frequently asked questions
Can I clone an existing dashboard?
Can I clone an existing dashboard?
Yes. Users with Full and View-only access can duplicate dashboards for easy modification. The cloned dashboard retains all widget configurations and the custom theme.
What is the primary dashboard?
What is the primary dashboard?
The primary dashboard is the default interface displayed upon logging in. It provides an overview of key metrics and data relevant to your operations. You can change it by selecting a different dashboard and choosing “Set as default dashboard.”
What happens when I delete a dashboard?
What happens when I delete a dashboard?
Deleted dashboards are permanently removed. You cannot delete the current default dashboard — set another as default first.
How do I pin a dashboard?
How do I pin a dashboard?
Use the pin option in the dashboard options menu to mark important dashboards for quick personal access. Pinned dashboards appear in the dashboard switcher for fast navigation.
What if a widget shows 'no data'?
What if a widget shows 'no data'?
Ensure the data source for the widget is correctly configured. Verify there is relevant data available for the selected widget criteria and date range.