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
By default, Dashboards marked as Favorites (denoted by the star) appear at the top unless columns are sorted.
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?