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Manage Custom Dashboards
  • 01 Mar 2024
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Manage Custom Dashboards

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Article Summary

After creating Dashboards, you can access them using 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

If you want to view or edit an existing Dashboard, you can search using the Dashboard name.

Use the following steps to search for your Dashboard:

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

  1. In Dashboards, Go to the Search bar, and then enter the Dashboard name you would like to view/edit.
    ia_dashboard_name
your title goes here

10 Dashboards are displayed per page.

Sort

You can sort your Dashboards using:

  • Favourite first
  • Recently created
  • Recently updated

sort_dashboard

your title goes here

By default, Dashboards that are made as Favorites appear at the top.

Filter

You can filter your Dashboards by applying the Creator filter.
Dashboard_search_filter

your title goes here

You can set up a custom Dashboard as an App overview dashboard. For more information, see How to set up app overview dashboard?.


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