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The User Manual has moved! For the most up-to-date information, please visit our new site at docs.antavo.com.
We're committed to providing you with the best resources, and our new site offers an enhanced experience with the latest documentation. Thank you for your understanding and continued support.

Antavo’s Reporting Dashboard helps create graphically visualized statistics on the homepage of your Backoffice. The built-in editors assist in setting up scorecards and charts and define the statistical data that you would like to visualize on the Dashboard. The Dashboard is displayed right after logging into the Antavo Backoffice and you can navigate back anytime by clicking the first (blue star) icon on the top of the main sidebar.

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Use categories to group your coherent charts and cards. Category tabs appear on the left side of the Dashboard so that you can easily navigate and switch views.

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  • Add the title of the chart
    It will appear on the top of the chart on the Dashboard. Note that the title should not exceed 32 characters.

  • Add a short description
    Note that the short description should not exceed 128 characters.

  • Select an existing category or create a new one by typing a category name into the field
    Categories are added to the Dashboard as separate tabs or pages where cards and charts are displayed. Note that the category’s name should not exceed 32 characters.

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Data set

  • Define the data that you’d like to display on the chart by selecting a data type from the dropdown menu
    Only one type of data can be added to one single chart. Please create another chart to display more data types.

  • Group your data set in order to compare results across different data subsets
    eg. the number of shares by each social media network.

  • Select one or more groups to be displayed on the chart
    You can restrict the visualization of the data set to certain subsets, eg. display the number of Facebook shares on the chart only.
    You can filter by customer events. The data type should be set to action, to include the custom event as an available option in the Allowed groups field.

  • Limit the number of groups to be displayed, if necessary

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  • Allow unknown values
    In case you have applied grouping on the chart, you can decide if you’d like to display data with unknown values as a separate group on the chart, eg. the number of customers who don’t have a tier in the loyalty program.

  • Name the unknown group
    Note that the unknown group’s name should not exceed 32 characters.

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Don’t forget to save your chart by clicking on the ‘Save’ button before closing the page.

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  • Enter the title of the scorecard
    It will appear on the top of the scorecard on the Dashboard. Note that the title should not exceed 32 characters.

  • Add a short description
    Note that the short description should not exceed 128 characters.

  • Select an existing category or create a new one by typing a category name into the field
    Categories are added to the Dashboard as separate tabs or pages where cards and charts are displayed. Note that the category’s name should not exceed 32 characters.

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Data visualization

  • Select the timeframe of the data displayed
    Please note that date pickers cannot be added to cards.

  • Define the width of the card appearing under category tabs

  • Phrase a context to the calculated value to make it easily understandable
    Note that this field should not exceed 128 characters.
    eg. %s earned points, where %s indicates the calculated number

  • Select yes to display the calculated number in an abbreviated representation under the ‘Humanize values’ option
    eg. 2681 will be displayed as 2.7K on the card

  • Select a background color

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When you would like to create a chart or a scorecard that is similar to an item you already have on the Dashboard, you don’t have to start the setup process from scratch, but you can easily make the necessary modifications using the editor.

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