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Customize Custom Dashboards
  • 24 Feb 2025
  • 5 Minutes To Read
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Customize Custom Dashboards

  • Updated On 24 Feb 2025
  • 5 Minutes To Read
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Article summary

Whatfix enables you to customize Dashboards based on your business needs and use cases, and export them. Some of these customization options are available on the edit mode of the Dashboard, while others don't require you to edit the Dashboard.

The following are some customization options that are available:

Customize Dashboards

The following customizations are available for all Insights (Trends, Funnels, and User Journeys) and text added to Dashboards:

Note

You can customize your dashboard without entering the edit mode for actions like viewing top metrics, opening an insight, downloading a chart, copying the insight ID, and viewing the insight description.

View top metrics

Insights added to Dashboards display top metrics, such as Total events, Daily average of engagement, the top most engaged event, and more, enabling stakeholders to interpret the chart or graph correctly and view basic data points upfront.
top_metrics_dashboards

Note

By default, Whatfix displays the top metrics on the Dashboard. Click Hide Metrics to remove them.
dashboard_hide_metrics

Drag and drop widgets

Use the drag handle to drag and drop widgets (Insights or text) anywhere across the grid. The position indicator (blue line) enables correct positioning of the widget on the grid.


your title goes here

Up to four widgets can be positioned in a row.

Resize widgets

Use the resizing bar to increase or decrease the size of the widget (Insights or text). The snapping points (grey dots) that appear at the top help you position the widget correctly.


Note

A row must contain at least two widgets to enable resizing.

Duplicate widgets

  1. On the widget (Insights or text), click the Menu icon.
    dashboards_click_menu_option

  2. Click Duplicate to create a copy of the widget.
    dashboards_click_duplicate

Delete widgets

  1. On the widget (Insights or text), click the Menu icon.
    dashboards_click_menu_option

  2. Click Delete to remove the widget.
    dashboards_click_delete_widget

Note

Deleting an Insight on the Dashboard has no impact on the actual Insight.

Open an insight

Click the Open insight icon on the Insight to view the Insight added to the Dashboard. The Insight opens in a new page, and Whatfix enables you to make any changes to the Insight. Any changes made and saved to the Insight automatically update all Dashboards where the Insight is added.
dashboard_click_open_insight_icon

Download chart

Whatfix enables you to download the Insights added to the Dashboard as a PNG.

  1. On the Insight, click the Menu icon.
    dashboards_click_menu_option

  2. Click Download chart to download the chart.
    dashboards_download_chart_insights

The insight is downloaded as a .png file to your local drive.

Copy insight ID

If you want to export Insights using an API, you must have the Insight ID. Whatfix enables you to copy the Insight ID from the Insights added to Dashboards.

  1. On the Insight, click the Menu icon.
    dashboards_click_menu_option

  2. Click Copy insight ID to copy the insight ID.
    dashboards_click_copy_insight_id

Note

To know more about exporting Insights using API, contact support@whatfix.com.

View insight description

Hover your cursor over the i icon on the Insight to view the Insight's description. The Insight's description enables stakeholders to understand the Insight's purpose and its relation to the Dashboard.
view_insight_description_i_icon

The following customizations are available only for Trend Insights:

your title goes here

Both customization options are available without entering the Dashboard's edit mode.

Change the chart type for Trend Insights

  1. On the Trend Insight, click the Menu icon.
    dashboards_click_menu_option

  2. Click Chart type and select the desired chart.
    dashboard_change_chart_type

View and apply filters

You may have added Event or User Filters to your Trend Insight to drill down on the data. This Trend Insight may be added to a Dashboard for reporting. Whatfix enables your stakeholders to view the filters you've added and add their own filters.

  1. On the Trend Insight, click the Menu icon.
    dashboards_menu_for_filter.png

  2. Click Filter.
    cdashboards_click_filter.png

The badge indicates the total number of filter values (both Event and User Filters) added to the Insight.
filters_added_to_dashboards.png

Click Event Filters or User Filters, to view the relevant filters added to the Insight. You can view:

  • The number of Event or User Filters added
  • The values of the Event or User Filters by which the data is filtered

In the example, four Event Filter and two User Filter are applied on the Any App Events event.
Event Filter: Event Type (Filtered for 4 events)
User Filter: Browser (Filtered for chrome) and Country (Filtered for the United States)

Note

Whatfix enables you to apply more filters to the Insights added to Dashboards but you cannot save them to the Dashboard or export them. The additional Insight-level filters applied to Insights that are part of Dashboards remain view-only.

Customize the Table view for Trend Insights on Dashboards

The following customizations are available only for a Trend Insight visualized as a Table on Dashboards:

dashboards_example_table

Note

The following customization options are available without entering the Dashboard's edit mode.

Show or hide columns in the table

The table view displays only specific columns as needed. By default, the Date Breakdown is not selected.

Use the following steps to show or hide columns in the table:

  1. On the Trend Insight, click the Menu icon.
    dashboard_click_menu_on_table

  2. Click Columns in table.
    dashboards_click_columns_in_table

  3. Select or clear the columns that you require.
    dashboards_select_the_columns_in_table

Show a specific number of rows in the table per page

The table view displays a specific number of rows.

Use the following steps to show a specific number of rows in the table:

  1. On the Trend Insight, go to the Page size dropdown.
    dashboard_page_size

  2. Select the number of rows to display on a particular page.
    dashboard_rows_on_page

Search

Search for specific values in the table.


Info

Click the Clear icon to remove the search term.
clear_search_value

Download table

  1. On the Trend Insight, click the Menu icon.
    dashboard_click_menu_on_table

  2. Click Download table.
    dashboards_download_table_date_trends

  3. Select the required download option.
    download_table_in_dashboard.png

your title goes here
  • Current Page Data: The report is downloaded as a CSV file to your local drive.
  • Detailed insight data: The report is sent to your email as a ZIP file, which you can download and extract.
    For more information, see Download Trend Insights.

Pin or unpin columns

Specific columns in the table view can be pinned or unpinned as needed. Drag and drop the column to pin it, and repeat the process to unpin the column.

Preserve sorting state

When sorting the columns in the table and saving the Dashboard, the changes remain retained in the Dashboard.

Note

You need to be in the edit mode of the Dashboard to save the sorting state.

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