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Dashboards

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Dashboards

9 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 : 18 Nov 2024

Create Custom Dashboards in Analytics

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

Updated On : 06 Nov 2024

Add Tabs in a Custom Dashboard

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...

Updated On : 18 Nov 2024

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) Rearrange a wid...

Updated On : 18 Nov 2024

Export Custom Dashboards

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...

Updated On : 18 Nov 2024

Delete Custom Dashboards

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...

Updated On : 18 Nov 2024

Manage Custom Dashboards

After creating Dashboards , access them using 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 If you want ...

Updated On : 30 Jul 2024

Use Filters in Custom Dashboards

Use the built-in filtering options available in your Dashboards to refine and visualize data based on a specific condition. Example: Filter all the Insights in your Dashboard to show data of users using the Chrome browser. Your title goes here...

Updated On : 18 Nov 2024

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 : 30 Jul 2024

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