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Dashboards

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Dashboards

11 Articles in this category

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Custom Dashboards in Analytics

Introduction Benefits of Dashboards Introduction Enterprises generate reports to visualize and understand data at different stages for all business lines. You may want to create custom reports and Dashboards to make data-driven deci...

Updated On : 20 Feb 2025

Create Custom Dashboards in Analytics

Dashboards help you visualize your data and help with reporting. Add contextual Trend Insights, Funnel Insights, User Journeys, or Ask Whatfix AI-generated insights to your Dashboards. Create and customize Dashboards based on your business needs a...

Updated On : 24 Feb 2025

Customize Custom Dashboards

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...

Updated On : 24 Feb 2025

Add tabs in a Custom Dashboard

Whatfix enables you to add multiple tabs to organize your Custom Dashboard. A Product Manager might create tabs within a Dashboard to provide custom feature usage reports for different stakeholders in the organization. Adding multiple tabs enables ...

Updated On : 24 Feb 2025

Export Custom Dashboards

Whatfix enables you to export Dashboards as PDFs and share them with your stakeholders. You can also export the tabs you create within the Dashboard. Here’s a sample exported Dashboard. Export a Custom Dashboard Use the following ...

Updated On : 24 Feb 2025

Edit Custom Dashboards

Whatfix enables you to edit your Dashboard after it is created. Perform the following actions while editing Dashboards: Add a widget (Insight or text) Delete a widget (Insight or text) Duplicate a widget (Insight or text) Drag and...

Updated On : 24 Feb 2025

Delete Custom Dashboards

Whatfix enables you to delete Dashboards that you don't require anymore. Deleted Dashboards cannot be restored. Info For more information on which user roles can delete Dashboards, see Access Matrix for Insights and Dash...

Updated On : 24 Feb 2025

Copy Custom Dashboards

Whatfix enables you to create a copy of an existing Custom Dashboard. Copy an existing Custom Dashboard to add new Insights or customize Insights differently. This process minimizes time and effort by avoiding the need to create an entirely new Cust...

Updated On : 24 Feb 2025

Manage Custom Dashboards

After creating Dashboards , access them through the following methods: Search Sort Filter For more information on which user role can do what, see Access Matrix for Insights and Dashboards . Search for a Dashboard To view or...

Updated On : 24 Feb 2025

Use Filters in Custom Dashboards

Use the built-in filtering options available in Dashboards to refine and visualize data based on specific conditions. Example: Filter all Insights in the Dashboard to show data of users from the United States. Info Filters added in Dashboar...

Updated On : 24 Feb 2025

Access Matrix for Insights and Custom Dashboards

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

Updated On : 21 Jan 2025

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