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.
When you are invited to a dashboard, you will receive an email with a link. Click this link to log into your dashboard.
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.
Navigating the Dashboard
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.
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.
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.
Your filters affect one page at a time. This is so the type of information you access can be more easily separated by page.
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. Click this to choose Download Dashboard, select export options, and start the download.
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.
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.
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.
To learn more, see the Email Dashboard support page.
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.
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.
Navigating to Dashboards from the Projects Page
There may be times that you accidentally navigate away from your dashboard. If you go to the Projects page, it will bring you to a page with a list of projects. Your dashboard will appear on this page; click its name to return to it.