Build your first reporting dashboard
Select pages/groups, add core widgets, choose a date range, and save a Quick View dashboard.
Overview
Select pages/groups, add core widgets, choose a date range, and save a Quick View dashboard. Follow the steps below in order, then verify the result before moving on. These first-use workflows connect the account dashboard with the organization tools you will use most often.
Before you begin
Open this workflow with the account and organization that own the relevant data. MediaFox evaluates access at the time of each action, so a visible page does not always mean every control is editable.
If you are following this guide with a teammate, agree on the organization, page selection, date range, and intended result before either person saves changes.
- Sign in with the MediaFox account that owns or can access the relevant information.
- Open the account dashboard, then the organization workspace for the task and clear unrelated filters before you begin.
- This is a core MediaFox workflow. Organization page access and your assigned role can still limit what you see or change.
How to build your first reporting dashboard
Work through the controls from top to bottom. Keep the current organization visible in the navigation and review inherited or existing values before replacing them.
- Open the correct workspace
Sign in to MediaFox and open the account dashboard, then the organization workspace for the task.
- Open the relevant action
Use the page controls to build your first reporting dashboard. Read inherited values and warnings before changing anything.
- Select pages/groups
Select pages/groups.
- Choose a date range
Choose a date range.
- Save a Quick View dashboard
Save a Quick View dashboard.
- Review and confirm
Read any validation, permission, or confirmation message before saving. Continue only when the selected organization, pages, dates, and settings are correct for “Build your first reporting dashboard”.
Check the result
The task is complete when the new setup, connection, content, report, or team change appears in its destination workspace. Reopen the item or refresh the list once to make sure the saved state is not only local to the current form.
For publishing, moderation, imports, exports, or background processing, also check the resulting lifecycle or activity state. A successful save can still be followed by platform processing, collection, or review.
- Confirm the organization, page, item, and date or timezone shown in the result.
- Look for a success message, updated status badge, activity entry, or changed timestamp.
- Keep the item ID or public URL when another teammate needs to verify the result.
Troubleshooting
If the result is missing or an action is unavailable, do not assume the data was lost. MediaFox can hide controls because of role, page access, organization allowlists, add-ons, lifecycle state, or an external platform limitation.
- Refresh the page and repeat the last action once if the interface did not update.
- Confirm that you selected the intended organization and that the relevant page or item is still available.
- Ask an organization owner to verify your role, page access, feature allowlist, and add-on access.
Availability and access
This feature does not require an add-on, although permissions or organization settings may still apply.