If you’ve ever stared at a dashboard and thought, “What am I even looking at?”—you’re not alone. Most reporting tools drown you in charts, but don’t actually help you see what matters. If you’re using Theroishop and want to cut through the noise to get insights you can act on, this guide is for you.
Below, I’ll walk through the nuts and bolts of customizing dashboards and reports in Theroishop. You’ll learn what’s worth tweaking, what’s safe to ignore, and how to avoid spending hours rearranging widgets you don’t need.
1. Get Clear on What You Actually Need
Before you open up the dashboard builder, take a second: What do you really want to track? It’s easy to get sucked into adding everything. Don’t.
Start simple: - List the 2-3 key questions you need answered each week or month. - Decide who’s actually looking at these reports (your boss, your team, yourself). - Ignore anything you don’t use—just because Theroishop can track it doesn’t mean you should.
Pro tip: If you can’t explain why you need a chart to someone else, you probably don’t need it.
2. Navigating Theroishop’s Dashboard and Report Builder
Once you’re clear on your goals, log into Theroishop and head to the Dashboards or Reports section. The interface is pretty straightforward, but a few things are worth knowing:
- Dashboards: These give you a real-time overview with widgets and charts. They’re good for tracking ongoing metrics.
- Reports: These are more detailed, often exported or shared, and can include historical breakdowns.
You can create new dashboards or reports from scratch, or edit existing ones. Don’t be afraid to start with a template—they’re not perfect, but they can save time.
3. Building and Customizing Your Dashboard
Step 1: Start with a Clean Slate (or a Template)
- Blank dashboard: Best if you know exactly what you want.
- Template: Good if you’re not sure and want to see what’s possible. Just delete what you don’t need.
Step 2: Add Only the Widgets That Matter
Every widget is a distraction if it’s not useful. Stick to: - KPIs you actually track (sales, inventory, returns, etc.) - Trends over time (so you can spot problems early) - Breakdowns by product, category, or channel if that’s relevant
Skip: Vanity metrics, “because it’s there” charts, or anything you don’t understand at a glance.
Step 3: Rearrange and Resize
Drag widgets around so your most important numbers are up top. Hide or shrink anything secondary.
- Put daily priorities front and center.
- Group related info together (e.g., sales + returns).
- Don’t be afraid of whitespace. Crowded dashboards are harder to read.
Step 4: Tweak Widget Settings
Click into widgets to: - Change date ranges (e.g., last 7 days, this month) - Adjust filters (e.g., by product line, region) - Set up thresholds or alerts for key metrics
Honest take: Don’t overdo color-coding. Too many colors just look messy.
4. Creating Reports That People Will Actually Read
Dashboards are for quick checks. Reports are for sharing and digging deeper.
Step 1: Pick the Right Report Type
Theroishop offers several types: - Summary reports: For high-level overviews. Good for sharing with execs. - Detail reports: For drilling into the weeds. Use only if you (or someone) will actually use the detail. - Scheduled reports: Automatically sent to your inbox or Slack. Nice, but only set these up if you’ll read them.
Step 2: Choose Your Data Wisely
Every extra column or chart adds noise. Ask yourself: - Does this metric help me make a decision? - Would anyone miss this if I took it out?
Keep: What helps you act. Remove: What just fills space.
Step 3: Use Filters and Segments
Customize your report to focus on what you care about: - Filter by date range, product, location, or team. - Segment data to compare (e.g., this month vs. last, product A vs. B).
Pro tip: Save your favorite filters so you’re not redoing work every time.
Step 4: Export and Share
Theroishop lets you export reports as PDF, Excel, or send directly to others. But: - Don’t auto-send reports nobody reads. Check with your team first. - Make sure your exports are readable—test before you send to the boss.
5. Setting Up Alerts and Automation (So You Don’t Have to Check Everything Manually)
You don’t have to live in the dashboard. Theroishop can nudge you when something changes.
- Threshold alerts: Get an email or ping if a KPI goes above or below a set number.
- Scheduled snapshots: Have key dashboards emailed to you on a schedule.
Real talk: Don’t set up too many alerts, or you’ll tune them out (alert fatigue is real).
6. What’s Worth Your Time (and What Isn’t)
Worth it:
- Setting up one dashboard you actually use
- Customizing a weekly report with just the data you need
- Saving your favorite views and filters
Not worth it:
- Obsessing over perfect colors or layout
- Tracking every possible metric “just in case”
- Automating reports nobody reads
If you find yourself spending more than 30 minutes tweaking, step back. The point is to make your life easier, not harder.
7. Troubleshooting: Common Pitfalls
- Too much data: If your dashboard feels like a spreadsheet, it’s time to cut back.
- Charts you don’t understand: If it looks nice but you can’t explain it, drop it.
- Broken filters or missing data: Double-check that your sources are connected and filters are set up right.
Don’t be afraid to ask support for help if something looks off. Sometimes it’s a bug, not you.
8. Iterate and Improve (Don’t Set and Forget)
The best dashboards and reports change with your business. Set a recurring calendar reminder (monthly or quarterly) to review: - What you’re actually looking at - What you’re ignoring - What new questions you need answered
Small tweaks beat big overhauls. Don’t wait for “perfect”—just keep it useful.
Customizing dashboards and reports in Theroishop doesn’t have to be a project that eats your week. Start simple, focus on the metrics that drive action, and let the rest go. You can always add more later, but most people find they need less than they thought.
Keep it simple, check your work, and remember: a good dashboard helps you act, not just admire the charts.