Dashboards

Introduction Enterprises generate reports to visualize and understand data at different stages of business. Create custom reports and dashboards to make data-driven decisions. Whatfix enables you to create custom dashboards with actionable insig...

Dashboards help you visualize your data and help with reporting. Add contextual Trend Insights, Funnel Insights, User Journeys, or Ask Whatfix AI-generated insights to your dashboards. Create and customize dashboards based on your business needs a...

Whatfix enables you to customize Dashboards based on your business needs and use cases, and export them. Some of these customization options are available on the edit mode of the Dashboard, while others don't require you to edit the Dashboard. The...

Whatfix enables you to add multiple tabs to organize your Custom Dashboard. A Product Manager might create tabs within a Dashboard to provide custom feature usage reports for different stakeholders in the organization. Adding multiple tabs enables e...

Whatfix enables you to export Dashboards as PDFs and share them with your stakeholders. You can also export the tabs you create within the Dashboard. Here’s a sample exported Dashboard. Export a Custom Dashboard Use the followi...

Whatfix enables you to edit your Custom Dashboard after it is created. Note: Perform the following actions while editing the Dashboard: Add a widget (Insight or Text) Delete a widget (Insight or Text) Duplica...

Whatfix enables you to delete Dashboards that you don't require anymore. Deleted Dashboards cannot be restored. Info: For more information about which user roles can delete Dashboards, see Access Matrix for Insights and ...

Whatfix enables you to create a copy of an existing Custom Dashboard. Copy an existing Custom Dashboard to add new Insights or customize Insights differently. This process minimizes time and effort by avoiding the need to create an entirely new C...

After creating Dashboards , you can access them using the following methods: Searching Sorting Filtering For more information on which user role can do what, see Access Matrix for Insights and Dashboards . Search for a Dashboard ...

Use the built-in filtering options available in Dashboards to refine and visualize data based on specific conditions. Example: Filter all Insights in the Dashboard to show data of users from the United States. Note: Filters added in Dashboa...

The following table lists the permissions associated with each type of user role for Insights and Custom Dashboards.