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Dashboard Basic Overview (EX)

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Qtip: This page describes functionality available to Engagement, Lifecycle, and Ad Hoc Employee Research projects. For more details on each, see Types of Employee Experience Projects.

About Dashboards

Dashboards are the principal reporting tool for EmployeeXM projects. 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. For more information about widgets, visit the Widgets Overview page.

Qtip: This page is targeted towards Brand Administrators and Employee Insights Admins. If you do not have editing access to a dashboard, see the Dashboard Viewer support page.

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.

Top-left of the dashboard has its name, which when clicked allows you to select a different dashboard

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. Image of the Add Page options when clicking Add Page on the left hand side of the dashboard
You can add the following types of pages:

    • Regular Page: a regular dashboard page for adding widgets.
    • Private Page: same as a regular dashboard page, but only the creator can see it. Private Pages are useful for testing page designs and for internal reporting.
      Attention: Private Pages cannot be made public.
    • Action Planning Page: a dashboard page used to report on action planning.

You can change the order of your pages by dragging and dropping the pages on the page navigation. See the Page Options section below for further configurations you can add to your pages.

Page Options

image of the page options when clicking Page Options in the top right hand corner of a dashboard page

    • Icon: This option will only appear if you allow page icons in the theme settings of the dashboard. Then you can change the icon associated with each page.
      Icon top of list - when hover over, enormous list of icons appears
    • Rename: This will allow you to rename the current page.
    • Duplicate: This will duplicate the current page, including all of its widgets and settings.
    • Make Private Copy: This will create a private copy of the page that only the creator can view. Private pages are useful for testing page designs and for internal reporting.
      Attention: Private Pages cannot be made public.
    • Remove: This will remove the current page from your dashboard. In addition to the widgets on the page, all applied settings and filters will be lost and irretrievable.

Making Dashboards Available for Export

You can make your dashboard pages available for you and your users to export as PDF or JPG files. Just go to the Settings page of your dashboard, and select both Allow Dashboard Export and Allow Widget Export.

Allow Dashboard Export and Allow Widget Export on the settings section of the settings page

Once this option is enabled, an Export Page button will appear in the upper-right of each dashboard page. This will allow dashboard users to export the page they are on.

Tools in the upper-right of the dashboard, including Edit Page, Page Options, Export Page (highlighted), and number of Responses

After clicking Export Page, users can further configure the file’s settings before downloading it.

Little window opens over dashboard with options listed below

  • File Type: Can be PDF or JPG.
    Qtip: The only options for JPG files are Hide Filters, Hide Header, and Hide Page List.
  • No Page Breaks: Eliminate page breaks in your PDF. This removes paper size and orientation settings.
  • Paper Size: In inches. Standard printer paper sizes included.
  • Orientation: Portrait or landscape.
  • Margin: In inches.
  • Select Pages: Select which dashboard pages you want to include in the export. You can select multiple pages at a time if needed. By default, only the page you are currently visiting is selected.
  • Zoom: Can select from a list of preset options, or Custom to set a custom percentage. The minimum zoom you can set is 50% and the maximum is 150%.
  • Hide Filters: Select to hide filters from the export. This doesn’t remove filter affects from the data in the export; instead it hides the filters being used from the top of the exported page.
  • Hide Header: When deselected, you will see the name of the dashboard at the top.
  • Hide Page List: When selected, exports the dashboard page without the name of the page. When deselected, shows the name of the dashboard page in the selected orientation (either to the left or top).

Widgets smaller than a page long won’t be cut off by a page break; if the widget is longer than the page size, it will be cut off. The export does not automatically include all rows in widgets, but will export what is specifically displayed in the dashboard. Similarly, dashboard exports reflect which action plans are specifically expanded/not expanded.

Dashboard exports generally respect the default filters set for the dashboard, unless you have adjusted the filters. The page you export will respect any filters you currently have applied instead of the filters set as the default. If you are exporting multiple pages of the dashboard, only the page you’re currently on will respect filters you currently have applied; otherwise, the additional pages of the export will revert to the default filters for the page.

Example: Your dashboard administrator added filters so that every page of your dashboard shows the last week’s worth of data by default. While looking at the data, you filter the Summary and the Demographics page to show today’s data. On the Summary page, you decide to export the data. In the export, the Summary page show’s today’s data, but the Demographics page shows the last week’s data.

With Allow Widget Export enabled, you will also be able to export individual widgets. See the Settings support page for more details on this and other dashboard settings.

Qtip: Allow Widget Export can be enabled independently. Allow Dashboard Export must be paired with Allow Widget Export.

Filtering Your Dashboard

You can filter your dashboards by applying a filter to every widget on 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.

Dashboard exports generally respect the default filters set for the dashboard, unless you have adjusted the filters. The page you export will respect any filters you currently have applied instead of the filters set as the default. If you are exporting multiple pages of the dashboard, only the page you’re currently on will respect filters you currently have applied; otherwise, the additional pages of the export will revert to the default filters for the page.

See the Filtering Dashboards support page for more details on dashboard-wide filters. For widget-level filters, see the Widgets Basic Overview.

Add Filter dropdown along the upper-left asks for a hierarchy to be selected

 

Widgets

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.

A question list widget next to an engagement widget, over top of a demographic breakout

Action Planning

Action Plans are initiatives you can create based off your lowest areas of engagement. They allow you to assign tasks and plan resolutions to some of your company’s biggest issues with employee experience. For example, if employees disagreed that they were adequately trained, a larger-scale action plan could be to implement a new training program.

To learn more about all the steps required in the Action Planning process, see the Action Planning Basic Overview support page.

A dashboard reporting on actions plans

Mobile Preview

When viewing a dashboard in the XM App, it’s important to make sure that your dashboard is formatted for mobile. The Mobile Preview option lets you see how your dashboard will look on a mobile device from the convenience of your computer browser.

To see the mobile view of your dashboard, click the Mobile Preview button in the dashboard toolbar.
the mobile preview button on an ex dashboard

While previewing the mobile dashboard view, you can do the following:
the mobile preview view

  1. The mobile view of your dashboard. Scroll through the view to make sure your widgets display properly on mobile.
  2. To navigate to a different dashboard page, click the page name.
  3. Use the Enable dashboard in mobile app option to determine whether this dashboard will appear in the XM App. When disabled, users will not see this dashboard in the XM App.
  4. Click the X to exit the mobile preview and return to the regular desktop view.
Qtip: You cannot edit your dashboard while previewing the mobile display. Exit the mobile preview to edit your dashboard.

FAQs