How to Build a Custom Dashboard

Custom Dashboards empower understanding by showcasing all of your most important data in a single view, streamlining analysis and enhancing collaboration.

Create your first Custom Dashboard by following the steps below.

1. Click on Dashboards in the top bar on your screen.
2. Choose Custom Dashboard from the dropdown menu.
3. Click on Create Dashboard.
4. Enter the desired title and description in the dialogue box, then click Create. These details can be edited later.
5. Select a widget of your choice and drag it onto the canvas. For more information on widgets, click here.
   

Widget sizes range from a minimum of 2×3 to a maximum of 12×12, with the default widget size being 6×3. You can resize widgets by clicking and dragging the lower-right corner to expand or shrink them.

6. By default, the Data Source for the widgets is set to Project. Once the widget is added, the dropdown for selecting the project will appear.
7. Choose the desired project and the display parameters. You can select either Questions, Metadata, or Directory associated with the chosen project to display the widget data.
8. Utilize the widget settings for customization. You can make these changes now or revisit later. Learn more about each widget type in the Widget section.
9. Click Save, and the widget will display data on the canvas.
10. Repeat the process to add more widgets. See the image below for an example of a Dashboard with various widget types and sizes.
    
11. View only responses received by using the time period filter in the top left corner. By default, All Time is selected.
12. Use the filter icon in the top right corner to further refine your view based on various attributes. For more details on filters, click here.
13. Explore additional controls under the three dots in the top right corner under Dashboard Options.
14. Love your Dashboard and want to share unique slices with relevant groups? Learn more about Dashboard-Level Segmentation.