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                • Getting Started!
                  • Building CX Surveys
                  • CX Metrics
                    • CX Dashboard
                      • CX Dashboard Settings
                        • Analyze your drivers
                          • Good to know
                            • Getting Started!
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                                    Home Custom Dashboard Build Your Custom Dashboard Custom Dashboard Overview

                                    Custom Dashboard Overview

                                    Personalized Dashboards empower you to consolidate data from various projects into a single unified viewplatform, elevating your data analysis capabilities. The Custom Dashboard includes features such as Filter by Time, Filters, and Dashboard Options.

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                                    Filter By Time


                                    Use the dropdown to switch between time periods to filter the Overview data accordingly.
                                    The following timeline filters are available:

                                    • All Time: Shows all data beginning from the date the first response was received, up to and including the current date.
                                    • Today: Shows data from responses received on the current date.
                                    • Last 24 hours: Shows data from responses received within the last 24 hours.
                                    • This Week: Shows data from responses received during the current week (Monday to Sunday).
                                    • Last 7 days: Shows data from responses received within the last 7 days, up to and including the current date.
                                    • This Month: Shows data from responses received in the current month, up to and including the current date.
                                    • Last Month: Shows data from responses received in the previous month.
                                    • This Quarter: Shows data from responses received this quarter, up to and including the current date.
                                    • Last Quarter: Shows data from responses received in the previous quarter.
                                    • Last 30 days: Shows data from responses received in the last 30 days, up to and including the current date.
                                    • Last 90 days: Shows data from responses received in the last 90 days, up to and including the current date.
                                    • Last 180 days: Shows data from responses received in the last 180 days, up to and including the current date.
                                    • Year till date: Shows data from responses received in the current calendar year, up to and including the current date.
                                    • Last 365 days: Shows data from responses received in the last 365 days, up to and including the current date.
                                    • Last year: Shows data from responses received in the previous calendar year.
                                    • Custom: Shows data from the selected time period.


                                    Filters


                                    Custom Dashboards offer a comprehensive set of filters for precise data analysis. Currently, you can filter widget data based on Activity, Contacts, Questions/Metadata and Tags. To learn more about filters, click here.


                                    Dashboard Options


                                    The Custom Dashboard provides a wide range of options to configure the Dashboard’s appearance. Dashboard Options include the following:

                                    • Add Multiple Widgets
                                    • Duplicate
                                    • Widget Settings
                                    • Layout Settings
                                    • Share
                                    • Download
                                    • Delete



                                    Add Multiple Widgets
                                    This new feature is designed to streamline the process of adding multiple questions from a project to a custom dashboard, making it especially beneficial for surveys with extensive question sets. Users can easily select specific questions or metadata to be displayed, tailoring the dashboard to their project’s needs. To learn more about Adding Multiple Widgets, click here.

                                    Duplicate
                                    This option enables you to effortlessly create a copy of your Dashboard. By selecting this option, you can save time that would otherwise be invested in creating an entirely new dashboard. Simply duplicate the existing one and make the necessary modifications as needed.

                                    Widget Settings
                                    This option will allow you to change the overall widget settings for all the widgets in the Dashboard at once. To learn more about Widget Settings, click here.

                                    Layout Settings
                                    This option allows you to customize the layout of the Dashboard. You can choose the number of columns you want in your dashboard. To learn more about Layout Settings, click here.

                                    Share
                                    This option allows you to share your dashboard via a link or email. You can also view the versions of the dashboard you have already shared. To learn more about Share,click here.

                                    Delete
                                    This option allows you to delete the Dashboard.

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