Set up and save your analytics dashboard

Choose the analytics panels you rely on, set a clear date range, save your workspace dashboard, and export a summary to share.

Purpose

Assemble the analytics panels you rely on into a saved workspace dashboard, scoped to the work you care about, so you and your team review the same evidence each time and can export it when needed.

Who this is for

Owners, admins, and analysts assembling the workspace's analytics view.

Prerequisites

At least one connected channel or active campaign producing data.
A project, channel, or date range that defines what the dashboard should cover.
Permission to view analytics for the workspace.

Steps

Open Analytics from the workspace navigation.
Add the panels you rely on and arrange the most important evidence first.
Set the date range and chart density for the dashboard.
Save the dashboard so the same panels, range, and density are kept for the workspace.
Export a summary when you need to share results outside the dashboard.
Confirm teammates with analytics access open the same saved view.

Expected result

The workspace has one saved analytics dashboard that reopens with the same panels, scope, and range, and you can export a summary to share.

Verification

Reopening Analytics shows the saved panels, date range, and chart density.
Each panel shows data for the date range you set.
An exported summary downloads and matches what you reviewed.

If something goes wrong

A panel shows no data after you add it: Confirm the channel is connected and the date range covers active work, then refresh.
The saved view does not persist: Confirm you have analytics permission; the dashboard is saved for the workspace, so changes need analytics access.
A teammate sees a different view: Confirm they have analytics access and have refreshed; the saved dashboard is shared across the workspace rather than kept per person.

Permissions

Viewing and arranging the workspace dashboard needs analytics permission; the saved dashboard is shared for the workspace rather than kept per person.

Support

If the dashboard will not save or a panel stays empty, ask a workspace admin to confirm connected sources and analytics permissions. LumenReach support can help you interpret or rebuild the dashboard without accessing your raw data or credentials.