Skip to main content
Loading...
  • Customer Experience
    Customer Experience
  • Employee Experience
    Employee Experience
  • Brand Experience
    Brand Experience
  • Product Experience
    Product Experience
  • Core XM
    Core XM
  • Design XM
    Design XM

Dashboard Viewer (EX)

What's on This Page:


Was this helpful?


This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

The feedback you submit here is used only to help improve this page.

That’s great! Thank you for your feedback!

Thank you for your feedback!


About Dashboard Viewers

Some users in employee projects are not able to create and distribute projects. Instead, they are given access to dashboards, where they can view the data from these projects. This page will detail what dashboard viewers have access to and the various ways they can troubleshoot if they’re having issues.

Qtip: If this page has not resolved your issues or answered your questions, please reach out to the individuals who sent you your dashboard invitation for additional assistance. Oftentimes this is your organization’s Human Resources department.

Logging In

In order to access your dashboard, you will need a username, password, and login link. When you are invited to a dashboard, you will receive an email with this information inside. If any of this information is missing, please reach out to the individuals who sent you your dashboard invitation (by replying to the message) for additional assistance. Oftentimes this is your organization’s Human Resources department.

After you log in the first time, you will be prompted to change your password. Choose something secure, but easy for you to remember. The next time you’re sent a dashboard invitation, the password will be omitted, so asking your organization to send another invite will not retrieve your password.

Image showing the login screen with callout of how to reset password

If you don’t remember your password or you lost the original invitation, that’s ok! Go to the login link and select Forgot your password, then enter the Username of your dashboard login (this will usually be your company email) and click Send reset email to finish.

Image showing the reset password screen

Qtip: If your brand has SSO, you will log in using your organization’s login portal. Your invitation won’t have a username and password because you are using the same login details you use across your organization.

If for some reason the reset link does not arrive, check your email’s Spam or Junk folder. If you try again and it still doesn’t arrive, then contact the individuals who sent you your dashboard invitation.

Sometimes you may be invited to view more than one dashboard for the same company or project. You don’t need to log in and out to access your various dashboards. Instead, click the dashboard selection dropdown menu and click the name of the dashboard you’d like to view.

click the dashboard name to change dashboards

In addition, dashboards can have separate pages. These are useful for organizing data. On the page navigation to the left, you can choose which of these pages to view.

change dashboard pages by choosing the page to go to

Filtering Data

One of the benefits of dashboard reporting is the use of dynamic filters. When logged into your employee dashboard, you can change the filters and watch your data adjust in real time to fit the criteria.

Click the filter you wish to adjust. Then click the values you want to include, so that each one has a check mark next to it. Click a value again and remove the check mark to exclude it from the filter. In the example below, All is selected.

filtering a dashboard

If you wish to hide certain filters, you can also click on the filter dropdown. Then deselect the filters you wish to hide. Then click Done.

selecting the filters and disabling filters to hide them

Your filters affect the entire dashboard, not just one page. This makes it easier to navigate the dashboard without having to readjust your filters every time you navigate to a different page.

Downloading Content

Not everyone has the ability to download content from the dashboard. However, if your organization has decided to allow certain content to be downloaded, there are two ways to tell.

If dashboard pages themselves can be downloaded, you will see an Export Page button on the top-right. Click this to choose your export settings and download a copy of the page.

the export page button
If widgets themselves can be downloaded, you’ll see a download icon in the upper-right corner of the widget. This download is a CSV/TSV table of the data displayed in the widget. Widgets cannot be exported as image files.

Download icon in upper-right corner of widget

Action Plans

When you’ve reviewed your dashboard data and noticed areas of your company that can use improvement, you can set up action plans detailing how you’ll improve these areas. Once you set up your action plans, you can add comments, tasks, and mark your progress on them.

Action plans can be managed by going to the upper-right of a dashboard and clicking Action Plans. If a dashboard viewer is given the ability to use action plans, there are two different access levels that could be given to them: the ability to edit and create action plans, or the ability to only read and comment on action plans.

See Creating Action Plans for more information.

Editing Dashboards

Some dashboard viewers are allowed to edit the dashboard. If you see an Edit Page button on the top-right corner of your dashboard, then you are one of these viewers.

the edit page button

Here are some support pages to help you get started editing the dashboard:

Validate Org Hierarchy

You may have been invited to validate Org Hierarchies, with a message similar to that below.

Email inviting to validate hierarchies. Links, email, and username listed

Login in with the link and information provided. This process is the same as described above in the Logging In section.

Once inside, you are allowed to edit hierarchies. Here are some pages to get you started:

the org hierarchy tab

Qtip: You may also receive an email inviting you to view a dashboard. You must log into your dashboard and your org hierarchy validation from the separate links provided in each email.

FAQs