Create Custom Dashboards in Analytics
- 24 Feb 2025
- 2 Minutes To Read
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Create Custom Dashboards in Analytics
- Updated On 24 Feb 2025
- 2 Minutes To Read
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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 and use cases, and export them.
Use the following steps to create your Dashboard:
- On the Whatfix Analytics dashboard, click Dashboards.
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Click Create dashboard +.
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Click the Edit icon to name the Dashboard.
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The maximum character limit for the name of the Dashboard is 200 characters. Special characters and spaces are supported.
- Enter a Description for the Dashboard.
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The maximum character limit for the Description is 500 characters. This includes special characters and spaces.
- Click Add widget.
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Widget refers to the components you can add to a Dashboard. Currently, Whatfix enables you to add Insights and text.
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In the Add widgets drawer, click Existing insights.
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Hover your cursor over the Insight or search for the Insight you want to add, and then click the Add insight icon.
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Access Insights you want to add to the Dashboard by filtering them by Creator and Insights Type.
The insight gets added to the Dashboard.
- Click Add widget and then follow Steps 6 and 7 to add more Insights.
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Alternatively, hover your cursor on the widget (Insight or text), and then click the Add widget icon on the resizing bar to add a new widget.
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Whatfix enables you to use Ask Whatfix AI to automatically generate Trend or Funnel Insights while creating or editing a Dashboard and add the generated Insight to the Dashboard.
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Create and add a new Insight (Trend insight, Funnel insight, or User journey) while creating or editing a Dashboard.
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Whatfix enables you to create multiple tabs in a particular Dashboard and organize Insights better. For more information, see Add tabs in a Custom Dashboard.
- Click Add widget, and then click Text.
- Enter a text and description for the Insight. This enables stakeholders understand the Insight better.
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- Add up to 20 Insights to a particular Dashboard, including new Insights created during the Dashboard creation.
- Whatfix enables you to add the same Insight multiple times.
- There is no limit on the number of text widgets you can add to a Dashboard.
Note
- Insights appear on the grid.
- By default, Insights load with the same data chart in which they are stored.
- Click Filter to filter the Dashboards based on browser, country, and more. To filter data according to specific conditions, see Use Filters in Dashboards.
- The badge indicates the number of filters added to the Dashboard.
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- To exclude specific filter values for which you don't require data, see How can I exclude filter values in Product Analytics?
- By default, Product analytics data may contain identified users (users identified by User ID) and unidentified users (users not identified but denoted by cookie values) users. To filter unidentified users for clearer data, see How can I filter unidentified users in Product Analytics?
- Click Save.
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Click the Star icon to mark your Dashboard as a favorite. Favorite Dashboards appear at the top of the list view, making them easier to access.
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Filter data based on Daily, Weekly, and Monthly timeframes.
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Click Default to view the Insights within the Dashboard loaded with the same date range in which they are stored.
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Click the Calendar icon to set a custom date range.
Dashboards provide various customization options such as adding filters, changing the chart type, and more. For more information, see Customize Custom Dashboards.
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