About 360 Dashboards
360 dashboards are used for reporting on your subject data in aggregate. Admins can use dashboards to understand participation rates, areas of improvement, areas of excellence, and more across the organization. Each dashboard can contain multiple pages which, in turn, are made up of widgets that visualize your data. Dashboards can be shared with other dashboard users within your organization and set to only show them the information to which they should have access.
Granting Dashboard Access
Grant users dashboard access by using roles. Roles are the only way to give dashboard access for 360 dashboards; you cannot give access by editing an individual 360 participant. See the linked page for more information.
Adding & Removing Dashboards
You can add, remove, and copy dashboards in your 360 project in the Dashboards tab. See Adding & Removing a Dashboard for more information.
Navigating Between Dashboards
You can easily navigate to any other dashboard available in your account without exiting your current dashboard. To do so, click the dashboard’s name in the upper left-hand corner and select any other dashboard name. This will allow you to edit and view other dashboards quickly and efficiently.
Creating & Managing Pages
Adding pages to your dashboards allows you to effectively organize your data and widgets in whatever way you would like. To create a new page, go to the page navigation on the left and click Add Page. See Creating & Managing Pages for more information.
To export dashboards, the dashboard administrator must enable Allow Dashboard Export in Dashboard Settings, which allows dashboard viewers to export dashboard pages. They can also enable Allow Widget Export to enable individual widget exports.
For more information about exporting dashboard content and the options available to you when exporting, see Making Dashboards Available for Export.
You can filter your dashboards by applying a filter to a page or by applying filters to individual widgets. This allows you to dive into the data and find trends that you would not be able to see with the data in aggregate alone. For more information, see Filtering Your Dashboard.
Widgets are the graphs and tables that illuminate the data for everyone who visits the dashboard, and there are many different kinds to suit your unique reporting needs. To learn more about adding and customizing widgets, see the Widgets Basic Overview.
360 dashboards have a limited number of widgets. Available widgets include:
- Simple Chart Widget
- Simple Table Widget
- Image Widget
- Rich Text Editor Widget
- Word Cloud Widget
- Response Rates Widget
- Response Ticker Widget
Unique to 360 dashboards, the simple chart and simple table widgets contain an aggregated metric, which normalizes scores across subjects to calculate department averages.
If viewing your dashboard in the XM App, the Mobile Preview option allows you to see what your dashboard will look like on a mobile device so you can optimize the design. For more information, see Mobile Preview.
360 Dashboard Data
Mapping data for 360 dashboards is mostly the same as it is for other EX dashboards. See Dashboard Data for more information. This section will cover the characteristics unique to 360 dashboards.
An important distinction for 360 dashboards is that you cannot modify metadata field names or add new metadata fields after you’ve created your dashboard. However, you can still update values for existing metadata fields by choosing Update All Responses with Current Metadata in Participant Options.
In addition, 360 dashboards do not support the following:
- Text iQ