Dashboard Basic Overview (EX)

About Dashboards

Dashboards are the principal reporting tool for Employee Experience 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.

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, click the dropdown showing the name of the page you’re currently on, then click Add in the panel that opens.
You can add the following types of pages:

• Blank 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 can’t be made public, but you can make a public copy of a private page.
• 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.

Page Options

• Rename: This will allow you to rename the current page.
• Copy: 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 can’t be made public, but you can make a public copy of a private page.
• 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, JPG, PPTX, or DOCX files. See Exporting Data from EX Dashboards for more details.

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.

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.

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.

Mobile Preview

When viewing a dashboard in the XM App, it’s important to make sure that your dashboard is formatted for mobile. Mobile preview 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.

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

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.

FAQs