Here’s how to add a custom tile to your portfolio tab:
- Click Add Tiles below the visual/table view section of the portfolio tab or at the add tile square located below your available tiles.
- Select Custom Tile at the bottom of the list of tile types.
- Click Save and the setup panel to customize the tile will appear automatically.
- Click on the name of the tile (which is displayed as "Custom Tile" by default) to change it.
- Select the sources you would like to see data for. Per default the source Overall (TrustYou) is selected. You can click on various channels to select different sources to see the data for them individually.
- You can select the data points and time frames you would like to view for this channel now. Each value you select will create a column with the specific review data of the selected source for this value. By clicking on the Advanced Settings option, you can select a specific time frame for each added value/column. You can also add a benchmark or Comp Index column, similar to the Table View section.
- Click Save and your custom tile is created.
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