Dashboard Options

Want more from your Custom Dashboard? Thought you’d never ask! Dashboard Options enable you to modify and manage your Dashboards quickly and easily to keep the insights incoming.

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

Add Multiple Widgets

Want to add several widgets at once? No problem! This feature makes it easy to populate your Dashboard with a widget for each question in your survey or for selected questions or metadata.

To add multiple widgets, follow the steps below:

1. 1. Create a new Dashboard.
   2. Once the Dashboard is created, click the three-dot menu in the top right and select Add Multiple Widgets.
      
   3. Select the column layout for your widgets. Choose 1 Column to stack widgets vertically, or 2 Columns to place them side by side. The number of rows will be adjusted based on the number of widgets added.
   4. Choose the relevant project as your data source.
   5. Based on the selected project, you will have the option to choose questions and metadata from the Question/Metadata dropdown. Drill Down, Ranking, Signature, Numeric Allocation, and Attachment question types cannot be selected through this option
   6. Select the format in which the widgets should display data: Graph, Table or both. All the selected questions and metadata will be shown according to the chosen format.
   7. If you already have widgets on the Dashboard, use the Position option to decide where to place the new widgets—either at the top of the Dashboard before existing widgets or at the bottom.
   8. Next, go to Advanced Settings to define additional specifications for your widgets. Within Overall, you can customize based on the following options.
      1. Sort By: Sort your answer options based on the following criteria:
         • In order of appearance of the question
         • In alphabetical order (A to Z)
         • In reverse alphabetical order (Z to A)
         • From highest to lowest value
         • From lowest to highest value
      2. Display answers with 0 responses
      3. Include ‘Did Not Answer’
      4. Include ‘Incomplete Responses’
      5. Split ‘Grid Questions’
      6. Show ‘Overall Metric’
   9. Also under Advanced Settings, Graph Settings let you specify the graph types for single-select and grid questions. You can also select default graph color palettes here.
   10. Once you have customized all the settings, click Done. All selected questions will be added as widgets to the Custom Dashboard.

    

   Duplicate

   Love your Dashboard but need to make a few changes for a different audience or purpose? Save time by starting from a copy!
   

    

   Widget Settings

   This option will allow you to change the settings for all the widgets in the Dashboard at once. Just follow these steps:

   1. Click on the three-dot menu located at the top right corner of the Dashboard.
   2. From the Dashboard options, select Widget Settings.
   3. This will open the Widget Settings dialog box. Here, you can modify the Overall and the Graph Settings.
   4. In the Overall Settings, you can customize the following aspects of a widget:
   5. 1. Sort By
         • In order of appearance of the question
         • In alphabetical order (A to Z)
         • In reverse alphabetical order (Z to A)
         • From highest to lowest value
         • From lowest to highest value
      2. Display answers with ‘0’ responses
      3. Include ‘Did Not Answer’
      4. Include ‘Incomplete Responses’
      5. Show ‘Overall’ metric
   6. The Graph Settings option allows you to select the default graph type for all Single Select and Grid questions that will be added in the future. Additionally, this option enables you to choose the Default Color Palette for the graphs to be added.
      

    

   Layout Settings

   The Layout settings allow you to define the structure of your Dashboard. You can set the number of columns, ranging from 1 to 4. Additionally, you can use the following options to adjust the positioning of widgets:
   

   • Widget Push: Automatically adjusts the position of widgets as you move them.
   • Widget Swap: Enables swapping the positions of widgets.
   • Compact – Left & Up: Displays a compact Dashboard view by aligning widgets to the left and moving them up.

   Swap and Push options are not compatible; only one can be enabled at a time.

    

   Share

   When the right people have the right data in real time, it makes decisions easier. Provide access to Custom Dashboards by sharing a link or by sending an email, either once or on a recurring schedule.

   To generate a shareable Dashboard link, follow the steps below:

   1. Open the Dashboard you want to share and click on the three-dot menu in the top right corner, then select Share.
   2. At the top of the Share modal, click Generate to create a dynamic Dashboard link.
   3. To customize the link settings, click on the gear icon next to the Generate button. Settings include:
      • Set the Link Expiry Date: Specify when the link will expire.
      • Control Access: When enabled, the shared link becomes accessible, allowing anyone with access to view the Dashboard.
      • Set a Password: The Dashboard owner can set a password that recipients must use to open the Dashboard.
      • Allow Recipients to Filter: Enable recipients to view or edit filters at different levels, including the Dashboard level, Widget level, and Time filter level. The owner can grant View or Edit permissions.
      • Allow Recipients to Drill Down to Individual Responses: Let recipients click on graphs to display individual responses.
   4. Once all the customizations are complete, share this Dashboard link with others.

    
   To share your Dashboard by email, follow the steps below:

   1. 1. Open the Dashboard you want to share and click on the three-dot menu in the top right corner, then select Share.
      2. Click the Share by email button. If this is the first time you’re sharing by email, you’ll see this option in the center of your screen.
      3. Next, compose your email within Email Content, including sender and recipient details and email subject and content.
      4. Before you click Next, consider using the Email Customization option to enhance the look and feel of the email. You can add a logo and customize the background and border of the email.
      5. Within Schedule & Settings, choose when and how to send your Dashboard link by email.
      • Send Now: This option allows you to send the email immediately.
      • Schedule Later: Set the email to be sent later, based on your chosen date and time.
      • Recurring: Set up the email to be sent on a recurring basis. You can schedule it for Daily, Weekly, Monthly, Yearly, or Custom intervals. For more details on setting up recurring emails, see below.
      6. Set the Link Expiry Date. The shared dashboard email link will be valid until this date.
      7. Use the Link Settings to configure passwords and access permissions, allowing recipients to download, drill down, and filter using the link settings.
         • Set Password: The dashboard owner can set a password that recipients will need to open the Dashboard.
         • Allow recipients to filter: This option lets recipients view or edit filters at the Dashboard level, Widget level, and Time filter level. The dashboard owner can grant view or edit permissions.
         • Allow recipients to drill down to individual responses: This feature lets recipients drill down into specific individual responses from the graphs in the widgets on the shared Dashboard.
      8. Click Next to review your email, and then click Send Dashboard.
      9. View details of your shared Dashboard under the Email Recipients tab on the Share Dashboard page.
      10. If you choose to set a recurring email, selecting Recurring will display options to customize your recurring rule. The rule can be configured based on the following criteria:
          • Daily: Specify the time for invitations to be sent every day.
          • Weekly: Choose both the time and day of the week for weekly delivery. Click the plus icon to add more days.
          • Monthly: Choose both the date and time for monthly delivery. Click the plus icon to add more dates.
          • Yearly: Choose the month, date, and time for annual delivery. Click the plus icon to add more.
          • Custom: Create custom rules by combining any of the above options.
      11. Define the Start and End dates for your recurring rule.
      12. Further customize your email using the Link Expiry and Advanced Link Settings options.
      13. Click Next to review your email, and then click Save Recurring Rule.
      14. Add a name for your rule.
      15. Click Save and you’ll be taken to an overview of all recurring rules set up for this Dashboard.

       

      Delete

      This option allows you to delete the Dashboard. Once you click on Delete, the platform will prompt you to confirm the action. If you click on Yes, Delete! the Dashboard will be permanently deleted.