Configure the Quick View dashboard
Search for reporting dashboards, select one, turn Quick View off, and understand empty/unsupported metric states. Core, also requires reporting data.
Overview
Search for reporting dashboards, select one, turn Quick View off, and understand empty/unsupported metric states. Core, also requires reporting data. Follow the steps below in order, then verify the result before moving on. Dashboards summarize the organization state and provide shortcuts into goals, reporting, pages, members, and news.
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 and select the organization that owns the pages, content, users, or settings involved.
- Open Dashboard in the main navigation 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 configure the Quick View 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, select the organization you want to work in, and open Dashboard in the main navigation.
- Open the existing settings
Find the affected item, open its edit or settings action, and prepare to configure the Quick View dashboard.
- Search for reporting dashboards
Search for reporting dashboards.
- Select one
Select one.
- Turn Quick View off
Turn Quick View off.
- Understand empty/unsupported metric states
Review understand empty/unsupported metric states and choose the value that matches your intended result.
- 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 “Configure the Quick View dashboard”.
Check the result
The task is complete when the dashboard reflects the current organization data and saved configuration. 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.
- Verify the selected organization and the date range represented by the dashboard card or widget.
- Allow newly connected pages or reporting data time to finish their first collection.
- If a card stays empty, confirm page access and the metric availability for the connected platform.
Availability and access
This feature does not require an add-on, although permissions or organization settings may still apply.