---
title: "How to use analytics dashboards"
url: "https://support.cosmesoft.app/en/article/how-to-use-analytics-dashboards"
language: "en"
last_updated: "2026-09-05T01:40:13.698Z"
---

# How to use analytics dashboards

Use this guide to view, create, and customise dashboards to monitor your clinic's performance in Cosmesoft.

> For a high-level explanation of analytics, see [**About Analytics**.](https://support.cosmesoft.app/en/article/about-analytics)

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## Where to find Analytics

-   Navigate to **Sidebar** in the main menu.

-   Click **Analytics**.

You can view your dashboards in either a **Grid** or **List** view using the icons in the top right.

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## Before you begin

Make sure:

-   You have **Manager** or **Admin** access to view standard dashboards.

-   You have **Admin** or **Owner** access if you wish to create or design custom dashboards.

-   You know the specific **Date Range** or **Location** you want to report on.

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## Step 1 — Access and Navigate Dashboards

-   Use the **Search** bar at the top to find a specific dashboard by name.

-   Toggle between **Grid View** and **List View** to find your preferred scannable format.

-   Click on a dashboard's name or thumbnail to open it and load live data.

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## Step 2 — Create a new dashboard

-   Click the **\+ New Dashboard** button.

-   Select a **Template** from the options (e.g. "Sales Overview" or "Clinic Performance").

-   Enter a **Dashboard Name** and click **Create**.

-   The dashboard will open and is now ready for customisation.

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## Step 3 — Customise a dashboard (Designer Mode)

If you have designer permissions, you can change the layout and metrics.

-   Open the dashboard and click the **Designer** button (top right).

-   **Add Widgets** — Choose from charts (Bar, Line, Pie) or data comparison boxes.

-   **Rearrange** — Click and drag widgets to change their position.

-   **Resize** — Click and drag the corner of any widget to make it larger or smaller.

-   Click **Save** to apply your changes.

\[Insert screenshot: <filename> — Screenshot – Dashboard Designer: widget library and drag-and-drop interface\]

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## Step 4 — Use filters and insights

Refine the data shown in all widgets simultaneously.

-   **Date Range** — Click the date filter for presets (e.g., **This Month**, **Last Quarter**) or a **Custom Range**.

-   **Location** — Select one or more locations to see data for specific clinics.

-   **Staff** — Filter to see metrics for individual clinicians or front-desk staff.

-   **Interact** — Hover over charts to see exact values. Click on chart segments to "drill down" into the detailed data tables.

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## Step 5 — Manage and organise dashboards

-   Click the **...** (More Actions) menu on any dashboard card or row.

-   **Favourite** — Mark important dashboards for quick access at the top of your list.

-   **Duplicate** — Create a copy of an existing dashboard to use as a starting point.

-   **Delete** — Remove a dashboard that is no longer needed.

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