3. Customizing Analytics

Click the Filter button at the top-left of the Analytics page. This slides out a Customize analytics panel on the right side of the screen. 

 Personal Filters: These toggles and settings apply only to your personal view. If you hide a particular widget or chart here, it remains hidden the next time you log in (unless you toggle it back on). 

 Global Filters: These settings apply to everyone in your organization. Enabling or disabling a chart under Global Filters affects all user views. 

 Toggles and Reordering 

 Within either tab, you’ll see two sections: 

 Widgets (top of the list) 

 

 Turnover 

 Clients 

 Requests 

 Client verifications: Each widget has a toggle switch. Turn it off to hide that card from the top row; turn it on to show it again. 

 

 Charts (below Widgets) 

 

 Clients registrations and FTDs by affiliate hubs 

 Clients registrations over time 

 Transactions distribution by providers 

 Average First Time Deposits over time 

 Withdrawal counts by providers 

 Deposit counts by providers 

 Employees onboarding and offboarding trends 

 Managers performance 

 Clients by countries (if enabled) 

 

 Toggle each chart on/off to control its visibility. 

 Reordering: Drag the “hamburger” icon ( ☰ ) next to each chart name up or down to rearrange their order on the main dashboard. The topmost chart in the list becomes the first chart in the grid. 

 Hover-Over Info (Tooltips) 

 Each section heading (Widgets/Charts) has an “info” icon ( ℹ️ ). Hover over it to see a brief explanation, such as: “You can change the visibility of some cards and rearrange their order.” In the chart toggle list, each chart has a small “expand” icon ( ⤢ ) that, when hovered, shows extra detail—e.g.: “Drop filters and sorting.” 

 Saving Changes 

 After adjusting toggles and reordering, click Save at the bottom of the Customize analytics panel. The page will automatically refresh to show or hide the selected widgets/charts and apply your arrangement.