Dashboards

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...

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...

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

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 ...

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 ...

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...

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...

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...

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...

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 for users from the United States. Note: Filters added to Dashbo...