Manage Custom Dashboards

  • Updated On May 28, 2025
  • Published on Apr 24, 2023
  • 1 minute(s) read
Prev Next

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

  2. Click the Search bar, and then enter the Dashboard name you would want to view or edit.
    ia_dashboard_name

Info:
  • By default, 10 Dashboards are displayed per page.
  • Click the Row selector icon to display 15 to 20 Dashboards per page.
    row_selector_dashboards1

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?