You now have the ability to change the design of what is shown on your dashboards. Each module (Feeds, Entities, Map, etc.), or widget, now has input for how and if it appears. You can now:
Remove widgets you don't use.
Add additional widgets.
Re-arrange where the widgets appear on screen, and how much screen space they take up.
Update layout and name of any existing dashboards (Overview, Feeds, Media, Entities, Locations)
Add New Dashboards
Remove Dashboards (note there has to be a minimum of 1 dashboard)
Creating New Dashboards
Under the monitor name, you’ll see tabs, each for a separate pre-set dashboard. On the far right of this menu select “New Dashboard”.
You’ll now see a new screen, with options to customize how this will appear.
Add title: In the top left, you’ll see a text box where you can enter what you’d like the dashboard to be called. In this image it’s New Dashboard.
Next you have two options, either select the widgets you want to appear OR use a preset template Primer has curated (additional presets and widgets coming soon!)
Select Preset: select the block for the preset you’d like to use, there are currently three options:
Essentials: template that includes Timeline, Feed, Top Entities and Map. This is what the Overview dashboard comes with by default.
Primer Feeds: template that includes Feed Summary, Social Feed, News Feed, Top Links, and Top Twitter Hashtags. This is what the Feeds dashboard comes with by default.
Primer Entities: this template only includes the Entity Table, and is what the Entities dashboard comes with by default.
Start with a specific widget: select the widgets you want to include in the dashboard. Once these are added you’ll be able to arrange and resize (see below).
After selecting either a preset or widget(s) then click save in the top right.
Editing Existing Dashboards
Once you’re on a particular dashboard you’d like to edit, select “Edit Dashboard” in the top right.
Now you can update the title to reflect what or who this dashboard is for. If all you’re doing is changing the name of the dashboard, select save in the top right. To add a widget, select “Add Widget” next to the title and move to the Editing Widgets section below.
Deleting and Duplicating Existing Dashboards
To delete a dashboard, select the tab of interest and select the three vertical dots to the far right, next then select delete. You’ll be prompted to confirm, note that deleting a dashboard can’t be reverted. You can also select those three vertical dots and click “duplicate” to create a new dashboard with the same layout.
Adding Widgets
To add a widget, select “Edit Dashboard” then select “Add Widget” in the top left of the monitor. A side bar will pop up and display a scrollable list of the widgets available. Simply select the widget you want to add. This will add the widget to the bottom left of the dashboard, where you can then resize and rearrange.
For each widget, you can also edit the widget’s settings. You can do this by clicking the settings icon in the top right of the widget. In most cases this gives you two options: change the name of the widget, and whether or not to show the title. In some cases, you’ll have additional options, e.g. only showing particular entity types–see the full list of widgets below for more information.
Removing Widgets
To remove a widget from your dashboard, simply click the trashcan item within the widget in the top right.
Rearranging & Resizing Widgets
To rearrange widgets, click the top left three horizontal lines icon and drag to where you want the widget to appear on the dashboard.
To resize the widget, click the bottom right resize handle (see below) and drag in any direction (right to widen, down to lengthen, left to narrow, up to shorten.)
List of All Available Dashboard Widgets
Timeline
Timeline chart displays news and social content count volume for a certain date range. The timeline is interactive as a date range filter.
Entity Table
Entity list can be broken down into three requests, one for each entity type: person, organization and location.
Affiliations should be a list that provides name and context to display on the Entities Discovered table.
Custom Settings: The widget has settings to customize which entity shows up in the tabs above the table. The options for you to select from are “Show all”, “Show People” and “Show organizations”. Selecting any of these checkboxes will add to that widget:
Extractions
This will show the top entities for your monitor across both news and social media. Entities include People, Organizations, and Locations. This widget also appears on the Overview tab.
Group Feeds
A combination of News and Social feeds.
Content Summary
Aggregated news and social content volume summary for a specific time range.
Key News Events
Adds the top 3 news events to your monitor, as determined by the number of documents that comprise the event. Clicking into an event will provide you with a full summary, and details such as top numbers and quotes.
Map
Cluster map displaying the entity locations with social and news count
Map with lists
Uses the Map widget but also visualized the locations that are within the bounds of the map.
Media Grid
The media that appears in all the social posts organized into time buckets of 15min, 30min, 45min, multiple hours
News Feed
Composite list of documents and events, marked correspondingly by a type key. Events are made up of a list of documents
Overview Summary
An LLM-generated summary designed to highlight key topics related to your monitor.
Social Feed
List of social posts (twitter, reddit, 4chan, etc.).
Social Summary
An LLM-generated summary of the social media data from your feed. Social Summary automatically aggregates and cites key information to generate easy to digest summaries.
News Themes
An aggregation of the top news themes over the last 7 days.
Top Entities
List of people, organization and location entities with aggregated data and meta information.
Custom Settings: this widget allows you to select which entity types to show (people, organizations, and locations.)
Top Links
A list with a count of all the links that have appeared in Twitter posts.
Top Hashtags (Twitter)
A list with a count of all the links that have appeared in Twitter posts
FAQ
If I update the dashboard(s) on a Primer Curated Monitor, or monitor that a coworker has shared with me, will it update other users' dashboard views?
No. Any changes you make to the dashboard(s) of any monitor are only shown on your account. Note that if you have edit access to a shared monitor and change the query terms or data sources it will still update other users' monitor.
Can I save my dashboard as a template, to use on other monitors?
Not currently, this is functionality we are adding soon!
Can I share my dashboard with coworkers who have access to the same monitor?
Not current, this is functionality we are adding soon!