Vocalize - Dashboard Overview | Qualtrics

Dashboards

Dashboards are the principal structural unit in Vocalize. Each dashboard can contain multiple pages which, in turn, are made up of widgets that visualize your data. Dashboards can be shared with other Vocalize users within your organization and set to only show them the information to which they should have access. The first time you login to Vocalize, you will be taken directly to Step 3 of creating a Dashboard.

Creating Dashboards

  1. In the Dashboard section, click on the name of the current dashboard at the top left of the screen.
    Create1
  2. Select the New Dashboard option from the dropdown.
    Create2
  3. Vocalize will prompt you to create a name for your dashboard and choose the dashboard data that you would like to start with.
    Create3
  4. Click on the Create button.
    Create4
  5. After clicking Create, you will be taken to your new blank dashboard. You will need to add a data source before you can build out data visualizations.
    Qtip: After creating a dashboard, you will need to set up your Dashboard Data in order to start pulling in data to visualize through Widgets.
  1. In the Dashboard section, click on the name of the current dashboard at the top left of the screen.Create1
  2. Select another dashboard from the dropdown list.
    Navigate2

Renaming Dashboards

  1. In the Dashboard section, click on the name of the current dashboard at the top left of the screen.
    Create1
  2. Hover your mouse over the name of the currently selected dashboard. (If you aren’t currently in the dashboard that you want to rename, you will need to navigate to it first.)
    Rename2
  3. Select Rename from the menu.
    Rename3
  4. Enter a new name into the Edit Dashboard window.
    Rename4
  5. Click Save.
    Rename5

Deleting Dashboards

  1. In the Dashboard section, click on the name of the current dashboard at the top left of the screen.
    Create1
  2. Hover your mouse over the name of the currently selected dashboard. (If you aren’t currently in the dashboard that you want to delete, you will need to navigate to it first.)
    Rename2
  3. Select Delete from the menu.
    Delete2
  4. Confirm that you want to delete the dashboard by clicking the Yes, delete this dashboard button.
    Delete4

Dashboard Time Zones

Many organizations have employees all over the world. To make it easy for everyone to view data with respect to the same time and date, Dashboard Editors can set a specific timezone for each dashboard.

  1. Enable Editing on your dashboard.
    Timezone1
  2. Click on the timezone bar at the bottom of the page.
    Timezone2
  3. Select the timezone you want to use.
    Timezone3

Additional Options

For more information about Dashboard options, please see the following pages: