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Manage Custom Dashboards
  • 12 Feb 2025
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Manage Custom Dashboards

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Article summary

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 view or edit an existing Dashboard, search for it using its 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 enter the Dashboard name you would like to view or edit.
    ia_dashboard_name
your title goes here

10 Dashboards are displayed per page.

Sort

Sort your Dashboards using the following options:

  • Favourite first
  • Recently created
  • Recently updated

click_sort_in_dashboards

your title goes here

By default, Dashboards marked as Favorites appear at the top.

Filter

Filter your Dashboards by applying the Creator filter.
filter_dashboards_using_creator


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