In this article you will find:

Customizing the Hawksearch Dashboard

When you first log into the Hawksearch home page, the dashboard will initially display reports describing search statistics and login activity. However, you can customize it to show the relevant reporting that matters most to you. This lesson will show you how to add pages and organize your dashboard so that all the information you need is right at your fingertips.

Page Tabs 

At the top of the dashboard, you will see tabs and a button for "Add Tab." This feature enables you to set up different page views to give you a snap-shot of your reports organized in a way that makes the most sense for your business needs. The examples in this manual will focus on organizing reports based on various time-frames, but you can customize them any way you would like.

Adding a New Page

Clicking on the "Add New Tab" button will take you to a pop-up window where you can specify the name of your new tab and choose a layout.

1. Add the name that you would like to use for your new tab.
2. Next, choose between a one, two, three, or four column layout.
3. Finally, after you have made your selections, click the "Add Tab" button.

Populating the New Page with Reporting

Once you have created your new tab, you should see it listed in the top rail.

1. Click on the newly created tab. Hawksearch will direct you to a blank page that you can populate with customizable reports.
2. Once you arrive, you can then click on the downward pointing triangle to expand the options menu. You should see drop-down navigation that allows you to rename your page, change your layout, add widgets, or delete the page.
3. To populate your page, choose the "Add Widgets" option.

Selecting Widgets for Display

Choosing "Add Widgets" from the drop-down will cause the screen above to display. This pop-up window provides you with all of the options for reporting that you can add to your page. Add the reports that you are interesting in seeing on this page by clicking on the names.

Customizing the Widgets

Once you select the widgets you would like to have displayed, you will need to configure them to display data. Click the "Edit" link in the top right corner of the widget to pull up the settings screen where you can make your selections.

Configuring the New Widget

In order to see data, you will need to set up some parameters for your new widget. After you click the "Edit" link, you should see a window that allows you to specify various parameters for your reports.

1. First, select the date range that you would like to use from the drop-down menu.
2. Next, choose the label style that you would like to use for your chart.
3. For clarity, you may decide to include the legend for your chart. However, if you want to conserve space, you can also turn the legend feature off by sliding the check mark to OFF.
4. If you would like to make more adjustments to the chart, you can do so by clicking through to the full report.
5. Finally, once you have completed your changes, click "Save" to update the chart. 

Customizing the Page Display: Arranging the Widgets 

Once you have added the desired widgets to your page, you can then arrange them in order on the screen by moving your mouse over the widget until you see an icon for grabbing the element. Click to "grab" the widget, then move it to the space on the screen where you would like to have it displayed.