Guide to Custom Graphs
Build a dashboard around the information your campaign actually needs. Custom Graphs let you turn saved Advanced Searches into visual, easy-to-monitor dashboard reports.
How it works: First, create and save an Advanced Search. Then select that search when creating a Custom Graph. UpVote will use the people returned by that search as the data behind your graph.
Create and Save an Advanced Search
Start by defining the group of voters you want your graph to analyze.
Go to Advanced Search in your UpVote admin portal.
Run the search that represents the audience you want to analyze.
Click the star icon to save the search to your Saved Search Queries.
Your saved search determines which people are included in the graph. For example, you could save a search containing supporters in a specific city, voters who have not yet voted, or any other group you want to monitor.
Open the Custom Graph Tool
Now return to your main dashboard and begin creating your graph.
Go to the main Dashboard in the admin portal.
Click Create/Manage Custom Graph.
Select Your Search and Graph Type
Choose which saved audience to analyze and how you want to visualize it.
Under Saved Search Queries, select the search you created earlier.
Under Choose Graphs Types, select either a Growth Rate Graph or Pie Chart.
Growth Rate Graph
Use this option when you want to track how the number of people matching a saved search changes over time.
Pie Chart
Use this option when you want to break the people in your saved search into categories, such as Support Status.
Growth Rate Graph
Pie Chart grouped by Support Status
When using a Pie Chart, an Aggregate By field will appear. Select the parameter you want UpVote to use to divide your audience into categories.
Choose Which Graphs Appear on Your Dashboard
Use dashboard customization to control which charts your team sees.
Open Customize Dashboard.
Find the graph you want to manage.
Check Show Chart to display that graph on your dashboard.
Uncheck Show Chart when you do not want that graph displayed.
Unchecking a chart removes it from the dashboard view. It should not be described as deleting the graph unless you are using a separate delete function.
View Your Custom Graph
Your selected graph will now appear directly on your dashboard.
Once enabled, the custom graph becomes part of your dashboard and can be used to monitor the audience or metric represented by your saved search.
Your Custom Graph is Ready
Repeat the process with additional Saved Searches to create a dashboard tailored to the audiences, organizing goals, and campaign metrics your team monitors most often.