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Managing Dashboards within a Project (CX)

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About Managing Dashboard within a Project

When you create a CX Dashboards project, you will be transported to the Dashboards tab. Here, you can create multiple dashboards that fit within the larger project.

Qtip: Only project administrators will be able to perform the actions described on this page. For help identifying project administrators, see the linked page.

Creating a Dashboard Inside a Project

To generate your first dashboard:

  1. Click the Dashboards tab.
    In dashboards tab of the project, selecting create dashboard button in upper-right (will be in center if no other dashboards are inside the project)
  2. Click the Create Dashboard button.
    Qtip: The response count will read “Data Unavailable” if the dashboard hasn’t been accessed in the past 30 days. dashboard project modal with responses highlighted
  3. Name your dashboard.
    Create dashboard window opens. Field for naming, followed by the described options
  4. Select between three viable options:
    • Create a Dashboard from Scratch: Create New Dataset: Start from a blank dashboard. When you choose this option, the first thing you’ll be asked to do after saving is map a source to the dashboard. You’ll be able to choose from all the surveys in your account.
    • Create a Dashboard from Scratch: Copy Dataset from Dashboard: Start from a blank dashboard, but copy your data set from a dashboard you previously made. This is a great option if you want to use the same data and similar field names, types, and mappings that you did in the past.
      Selecting where to copy a dataset from
    • Create a Dashboard from a Copy: Start with a duplicate of a previous dashboard, including its data source(s), pages, and widgets. This is often used to experiment with changes as the “live” dashboard continues reporting to stakeholders.
      Selecting which dashboard to copy
  5. Click Save.

To navigate between multiple dashboards in a project:

  1. Click on the name of the current dashboard in the breadcrumbs bar (e.g., Ex. Dashboard).
    Dashboard dropdown located next to Project Name
  2. Select another dashboard from the dropdown list.

You can also click the name of the project in the breadcrumb bar to navigate back to the Dashboards tab of the project.

The topmost banner when inside a dashboard. To the leftmost corner is the name of the proejct, "Support site dashboards," and to the right after the arrow is the name of the dashboard you are currently inside, "SAT dash"

From this tab, you can select from your list of dashboards. Click the name of a dashboard to go inside and start adding and editing widgets.

Dashboards tab selected from the top. On this page, you see a list of dashboards, indicated by red icons

Renaming Dashboards in a Project

To change the name of a dashboard:

  1. Click on the dropdown to the right of the dashboard that you wish to rename.
    Dropdown menu to right of Dashboard name
  2. Select Rename Dashboard.
  3. Enter a new name for the dashboard.
    Text box for new name entry
  4. Press Enter on your keyboard, or click out of the field, to save your changes.

Moving Dashboards to Different Projects

You can move a dashboard from one project to another. This can be helpful in cases where you’ve created different dashboards to be accessed by different project administrators, or simply for organizational purposes.

  1. Click the dropdown arrow to the right of the dashboard you wish to move.
    Menu of dashboard projects opened as you move the dashboard
  2. Select Move Dashboard.
  3. Click the project you’d like to move the dashboard to. You will only see projects you are a project administrator over.
    New window where you select a dashboard project and confirm the selection
  4. Click Move Dashboard to confirm your selection.

Copying Dashboards within a Project

You can copy an entire dashboard – settings, widgets, and all. This can be useful if you want to test edits without changing a live dashboard, if you need to troubleshoot with support, or if you want to use an older dashboard as a template for a new one you are building.

Note that this duplicate dashboard you create will be located in the same project as the one you copied, unless you move it afterwards.

  1. Click the dropdown arrow to the right of the dashboard you want to copy.
    Copy option in dropdown next to dashboard
  2. Select Copy Dashboard.
  3. Name your duplicate dashboard.
    Copy dashboard window that opens over the page
  4. Click Copy.

Dataset Utilization Limits

Our data platform imposes a limit on the number of times a single data source can be used in active datasets.  Currently, a single data source can only be in 50 active datasets to guarantee timely data processing. For external data, the limit is 5 active datasets. These limits are subject to change over time as our platform and features grow.  If your datasource reaches this utilization limit, an error dialog is displayed while adding the source in the data mapper or copying the dashboard.

the error message received after trying to use a data source in more than 50 active datasets

Qtip: For example, a survey used in two dashboards creates three active datasets (1 for data & analysis in CoreXM, 2 for dashboards CX). An active dataset is a dataset that has been accessed within 30 days.

Deleting Dashboards from a Project

Warning: You cannot retrieve deleted dashboards! Do not delete a dashboard unless you are absolutely sure that is what you want to do!

To remove unwanted dashboards:

  1. Click the dropdown arrow to the right of the dashboard you wish to delete.
    Delete Dashboard from Dropdown
  2. Select Delete Dashboard.
  3. Confirm that you want to delete the Dashboard by clicking the Yes, Delete Dashboard verification button.
    New window with following button in red in bottom-right of it

Dashboard Settings Shortcut

When you click the dropdown next to a dashboard, you’ll see there’s an option called Dashboard Settings.

Dropdown next to dashboard expanded, first option is dashboard settings.

If you click this, it will take you to the Dashboard Data, where this dashboard’s source is mapped. From there, you can map the fields available to widgets in your dashboard. Please see the linked support page to learn more.

Dashboard data, list of fields and types