Manage Custom Dashboards
- 28 May 2025
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Manage Custom Dashboards
- Updated On 28 May 2025
- 1 Minute To Read
- Print
- DarkLight
- PDF
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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:
On the Whatfix Analytics dashboard, click Dashboards.
Click the Search bar, and then enter the Dashboard name you would want to view or edit.
Info:
- By default, 10 Dashboards are displayed per page.
- Click the Row selector icon to display 15 to 20 Dashboards per page.
Sort
Sort your Dashboards using the following options:
- Title
- Creator
- Last Modified
Info:
- By default, Dashboards marked as Favorites appear at the top unless columns are sorted.
- Whatfix enables you to drag and drop the columns as required.
Filter
Filter Dashboards by applying the Created by filter.
Info:
If you're an ECC Admin, set up a custom Dashboard as an App overview dashboard. For more information, see How to set up app overview dashboard?
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