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CX Dashboard Viewer

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About CX Dashboard Viewers

With CX Dashboards, you can share dashboards with anyone in your license. 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.

Logging In

When you are invited to a dashboard, you will receive an email with a link. Click this link to log into your dashboard.

Qtip: Forgot the link? You can log into all your dashboards by going to datacenter.qualtrics.com/vocalize. The datacenter is what usually comes before qualtrics.com when you’re logged in, and differs per company. For example, in the screenshot above, the datacenter is co1.

Password Reset

If you don’t remember your password, 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.

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.

a dashboard. the dashboard pages are highlighted on the left of the dashboard

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

a dashboard. the dashboard pages are highlighted on the left of the dashboard

Filtering Data

One of the benefits of dashboard reporting is the use of dynamic filters. When logged into your 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.

a dashboard filter on a dashboard page. "All" is selected for the filter value

Your filters affect one page at a time. This is so the type of information you access can be more easily separated by 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 itself can be downloaded, you will see an Export button on the left side panel. Click this to choose Download Dashboard, select export options, and start the download.

the download dashboard button found by clicking export

If widgets themselves can be downloaded, you’ll see a download icon in the upper-right corner of the widget. This download can be a CSV or TSV table of the data displayed in the widget or a JPG or PDF image file of the widget.

Download icon in upper-right

Kiosk Mode

CX Dashboards is commonly used as a display on television screens or projectors. In Kiosk mode, CX Dashboards will automatically rotate through your pages after 30 seconds or so.

To learn more about using Kiosk Mode, see the linked support page.

Email Dashboard

You can set up a single or recurring email with the dashboard’s data. You can either attach the dashboard as a PDF or embed the dashboard right into the email.

Qtip: If you are emailing a regular page, data adjusts based on filters added and User Attributes that apply to your recipient. However, when sharing a private page, note that the recipient will see the exact same data that you see.

Creating a new page, sowing the different page types

  1. Select recipients. You can send this email to existing users the dashboard has been shared with, or click into the field and select External Emails and send to non-Qualtrics users.
    Email Dashboard window
  2. Enter a From Name, From Email, and Reply-To Email. The Reply-To Email is the email that should receive any replies sent to the message. Be sure to only use company-approved email addresses.
    Qtip: If you are having trouble selecting an approved email address, contact your Brand Administrator.
  3. Add a Subject line to your email.
  4. Choose which page to attach to the email. You can only choose one page of the dashboard at a time.
  5. Choose whether to Email Now (one email) or set a Recurring Email.
  6. Write your message.
    The bottom of the Email Dashboard window, with all additional options shown
  7. Select whether to Attach report (add your page as a pdf) or Include widgets in email body.
  8. Select Include link to dashboard to include a link to the dashboard.
    Qtip: This link will only work if the recipient is a dashboard user. External emails will receive no link.
  9. Select Include currently applied filters to email filtered data. If you’d like to exclude filters and send the data as collected, deselect this option.
  10. Click Send Email.

Managing Dashboard Emails

scheduled emails menu to the left of the Email Dashboard window

  1. Send me a test email: Allows you to send a test email to the address attached to your Qualtrics account.
  2. New Email: Write a new email.
  3. Scheduled email: Click on a scheduled email to make edits and Update or to Delete the email.
    A previous saved scheduled email selected, revealing the Delete and Update buttons on the bottom corners

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.

Edit button in upper-right

You can learn how to customize your CX Dashboard by navigating the CX Dashboards support pages listed in the menu along the left of this page.

There may be times that you accidentally navigate away from your dashboard. For example, when you click Projects in the upper-right, it will bring you to a page with a list of projects.

Projects page.An organizable and clickable list of dashboards

Click on the project with the same name as the dashboard you were just on.

If you find yourself on any other unfamiliar pages, the Projects button can always take you back to a list of your dashboards.

A page named My Account. The Projects button is highlighted in the upper-right

Qtip: Have you been told to follow up on tickets? Do you want to change your password or your account language? See the linked support pages.