After creating Dashboards, access them through the following methods:
- Search
- Sort
- Filter
For more information on which user role can do what, see Product Analytics User Roles.
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:
- On the Whatfix Analytics dashboard, click Dashboards.
- Click the Search bar, and then enter the Dashboard name you would like to view or edit.
Info
- By default, 10 Dashboards are displayed per page.
- Click the Row selector icon to display 15 or 20 Dashboards per page.
Sort
Sort your Dashboards using the following options:
- Title
- Creator
- Last Modified
Info
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By default, Dashboards marked as Favorites (denoted by the star) appear at the top unless columns are sorted.
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Whatfix enables you to drag and drop the columns as required.
Filter
Filter Dashboards by applying the Created by filter.
Info:
If you're an ECC Admin, set up a custom Dashboard as an App overview dashboard. For more information, see How to set up app overview dashboard?