Dashboards

Introduction Benefits of Dashboards Use case Introduction Enterprises generate reports to visualize and understand data at different stages for all business lines. Creating custom reports and Dashboards facilitates data-driven d...

Dashboards help you visualize your data and help with reporting. Add contextual Trend Insights to your Dashboards. Create Dashboards, customize them based on your business needs and use cases, and also export them. Info: ...

Whatfix enables you to add multiple tabs to organize your Custom Dashboard. Consider a project manager overseeing multiple projects. They can use Whatfix to create a tab for each project. Within each tab, they can organize reports on project timeli...

Whatfix enables you to edit your Dashboard after it is created. Use the following steps to edit your Dashboard: On the Whatfix Analytics dashboard , click Dashboards . Click the Dashboard you want to edit. Click E...

Whatfix enables you to export Dashboards as PDFs and share them with your stakeholders. The tabs you create within the Dashboard can also be exported. Here’s a sample Dashboard that’s been exported. Export a Custom Dashboard Us...

Whatfix enables you to delete Dashboards that you don't require anymore. your title goes here For more information on which user roles can delete Dashboards, see Access Matrix for Insights and Dashboards . Use the f...

After creating Dashboards , access them through the following methods: Search Sort Filter For more information on user roles and their permissions, see Access Matrix for Insights and Dashboards . Search for a Dashboard To vi...

Use the built-in filtering options available in Dashboards to refine and visualize data based on specific conditions. Example: Filter all the Insights in your Dashboard to show data of users using the Chrome browser. Info: Filters added o...

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