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Dashboard Settings (EX)

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Qtip: This page describes functionality available to Engagement, Lifecycle, Ad Hoc Employee Research, and 360 projects. For more details on each, see Types of Employee Experience Projects.

Accessing Your Dashboard Settings

To access your dashboard settings, navigate to the Settings page and select the Dashboard Settings section on the left.

Button that says Settings and has a gear icon

the dashboard settings tab of an ex dashboard

Available Dashboard Settings

A number of general settings are available to you. Click on the setting to turn it on and off. Once you change a setting, the changes are saved automatically.

  • Show Response Count on Filter Bar: Show how many responses the survey has on the top-right of the dashboard.
    Number of Responses are highlighted

    Qtip: The “Show Response Count on Filter Bar” setting has a menu that, by default, selects the primary data source to be the dashboard’s only data source. If, instead, you would like to have responses pulled in from across all data sources, you will need to select “All” on the dropdown menu.Close up image of the EX dashboard settings page highlighting the
    Qtip: This option is not available for 360 dashboards.
  • Exclude Partial Responses from Dashboard: When enabled, incomplete data will not be included in the dashboard. A response is incomplete when the participant’s response is not finished, but the assessment has been closed or the response has expired. This is not the same as a response in progress, which are always excluded. Visit the section on Incomplete Survey Response Options for further information.
  • Allow Dashboard Export: When enabled, this option allows participants to export the dashboard. See Making Dashboards Available for Export for the different export options. When participants export your dashboard, it will only include data that they have permission to view.
  • Allow Widget Export: When enabled, this option allows dashboard users to export the data displayed in an individual widget to a CSV or TSV file, or to export the widget as a PDF or JPG image file.
    Downward arrow icon in upper-right of widget

    Qtip: Only Bubble Charts, Participation widgets, Gauge Charts, and Engagement Summaries cannot be exported to a CSV or TSV. Gauge Charts also cannot be exported as a PNG or JPG.
  • Show Help Link: Create a Help link of your choosing to show up in the top-right corner of your dashboard as a tab. Enter the link text under Label and the website under URL.
    Question mark button opens to have an option for qualtrics support and the custom help link
  • Enable Multiple Languages: Select languages you can upload dashboard translations for. See Label Translation.
    Qtip: This option is not available for 360 dashboards.
  • Enable Dashboard Maintenance Mode: When enabled, you can write a message that will hide the dashboard from view. This is useful to turn on when you are making changes to your dashboard. If you are a dashboard editor, you will see the dashboard and be able to make edits, but dashboard viewers with no editing access will only see the message.
    A dashboard in editing mode
  • Filter pages independently: Make it so that the filters you select change only for the page you are on. When disabled, whatever filters you have selected will persist as you navigate your dashboard pages. Learn about these filter changes and more on this Qualtrics Community post.
  • Limit page filters to specific data source: This option is disabled by default. When disabled, any page filters on your dashboard will include data for all mapped data sources. Once enabled, a dropdown menu will appear for you to select which data sources are included in page filters. When you first enable this option, the primary data source will be selected by default. You can use the dropdown menu to select additional data sources to be included in your page filters.the data source dropdown menu that appears after enabling "limit page filters to specific data sources"
    Qtip: Note that this setting only affects regular dashboard filters and widget-level filters. Advanced page filters are unaffected and still aggregate filter values across all data sources.