Top
Manage Custom Dashboards
  • 12 Mar 2024
  • 1 Minute To Read
  • Dark
    Light
  • PDF

Manage Custom Dashboards

  • Dark
    Light
  • PDF

Article summary

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

If you want to view or edit an existing Dashboard, you can search using the Dashboard name.

Use the following steps to search for your Dashboard:

  1. On the Whatfix Analytics dashboard, click Dashboards.
    ia_left%20nav_dashboards

  1. In Dashboards, go to the Search bar, and then enter the Dashboard name you would like to view/edit.
    ia_dashboard_name
your title goes here

10 Dashboards are displayed per page.

Sorting

You can sort your Dashboards using:

  • Favourite first

  • Recently created

  • Recently updated
    sort_dashboard

    your title goes here

    By default, Dashboards that are made as Favorites appear at the top.

Sort

You can sort your Dashboards using:

  • Favourite first
  • Recently created
  • Recently updated

sort_dashboard

your title goes here

By default, Dashboards that are made as Favorites appear at the top.

Filter

You can filter your Dashboards by applying the Creator filter.
Dashboard_search_filter


Was this article helpful?

Changing your password will log you out immediately. Use the new password to log back in.
First name must have atleast 2 characters. Numbers and special characters are not allowed.
Last name must have atleast 1 characters. Numbers and special characters are not allowed.
Enter a valid email
Enter a valid password
Your profile has been successfully updated.