Top
Manage Custom Dashboards
  • 24 Feb 2025
  • 1 Minute To Read
  • Dark
    Light
  • PDF

Manage Custom Dashboards

  • Dark
    Light
  • PDF

Article summary

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 edit an existing Dashboard, search for it using its name.

Use the following steps to search for your Dashboard:

  1. On the Whatfix Analytics dashboard, click Dashboards.
    ia_left%20nav_dashboards

  1. Click the Search bar, and then enter the Dashboard name you would like to view or edit.
    dashboards_enter_dashboard_name
Info
  • By default, 10 Dashboards are displayed per page.
  • Click the Row selector icon to display 15 or 20 Dashboards per page.
    row_selector_dashboards1

Sort

Sort your Dashboards using the following options:

  • Title
  • Creator
  • Last Modified

Info
  • By default, Dashboards marked as Favorites 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?


Was this article helpful?

Changing your password will log you out immediately. Use the new password to log back in.
First name must have atleast 2 characters. Numbers and special characters are not allowed.
Last name must have atleast 1 characters. Numbers and special characters are not allowed.
Enter a valid email
Enter a valid password
Your profile has been successfully updated.