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Creating CX Dashboard Pages

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About Pages

Every CX Dashboard is made up of pages. Pages are where your widgets live, and are meant to be customized to meet your organization’s data needs. This support article goes over how to make pages and edit page options.

Adding & Navigating Pages

To create multiple pages:

  1. Navigate to your dashboard.
    Selecting & adding pages
  2. Select the plus sign ( + ).
  3. Choose one of the following:
    Choosing the page type

    • Regular Page: A regular dashboard page. Report on the data mapped in your dashboard data with all kinds of widgets.
    • Private Page: A page that can only be viewed by you.
      Warning: Private Pages cannot be converted into Regular Pages. Additionally, you cannot view Private Pages on the Qualtrics XM App. However, Private Pages can be invaluable for tracking response rates, viewing metadata, and troubleshooting your data sources.
    • Action Planning Page: Report on the progress of your action plans. See the Action Planning (CX) page.
    • Ticket Reporting Page: Report on key ticket data. See the Ticket Reporting (CX) page.
  4. Add your widgets (by clicking Add Widget) and edit your page.
    Enabling and disabling editing
  5. Click Done Editing.

Using Four Key Page Options

The Page Options menu will let you:

  1. Rename the current page.
  2. Duplicate a page and its visualizations.
  3. Make Private Copy (i.e., an unshareable version) of a page.
    Warning: Only you can view a Private Page. Private Pages cannot be converted into Regular Pages. Additionally, you cannot view Private Pages on the Qualtrics XM App. However, Private Pages can be invaluable for tracking response rates, viewing metadata, and troubleshooting your data sources.
  4. Delete or Remove a page.

Renaming a Page

  1. Click Page Options followed by Rename.
    Rename option in Page Options
  2. Change the page’s name in the Title box and click Save.
    Renaming a page

Duplicating or Copying a Page

  1. Click Page Options.
  2. Choose Duplicate.
    Duplicate option in Page Options

Making a Private Copy

  1. Click Page Options followed by Make Private Copy.
    Make a Private copy option in Page Options
  2. Edit your Private Page and add your widgets, then click Done Editing.
    Selecting Done Editing

Removing a Page

Warning: If you remove a page, you will not be able to recover it.

  1. Click the Page Options menu while on the page you want to delete and select Remove.
    Remove option in Page Options
  2. Confirm your action by clicking Yes, delete this page.
    Confirming you want to remove a page
Qtip: If you don’t see the Remove option while in Edit Mode, you are probably viewing your widget-level options. Go to Page Options either by clicking off of the widget or by selecting Page Options at the top-right of the page.

Mobile Preview

When viewing a dashboard in the XM App, it’s important to make sure that your dashboard is formatted for mobile. The Mobile Preview option lets you see how your dashboard will look on a mobile device from the convenience of your computer browser.

To see the mobile view of your dashboard, click the Mobile Preview button in the dashboard toolbar.
the mobile preview button on a cx dashboard

While previewing the mobile dashboard view, you can do the following:
the mobile preview view

  1. The mobile view of your dashboard. Scroll through the view to make sure your widgets display properly on mobile.
  2. To navigate to a different dashboard page, click the page name.
  3. Use the Enable dashboard in mobile app option to determine whether this dashboard will appear in the XM App. When disabled, users will not see this dashboard in the XM App.
  4. Click the X to exit the mobile preview and return to the regular desktop view.
Qtip: You cannot edit your dashboard while previewing the mobile display. Exit the mobile preview to edit your dashboard.

Page Templates

You can also get access to ready-made page templates that will report your data in insightful ways. There are currently three templates to choose from: a template for Distribution Reporting, a template for Ticket Reporting, and a template for the XM Directory Respondent Funnel.

Qtip: You must have access to distribution reporting before you can use its template.
Qtip: If you are interested in the ticket reporting template, make sure you have mapped your ticket data before you use this template.
Qtip: The XM Directory Respondent Funnel must be enabled and mapped before you can use its template.
  1. Click Add Page.
    image of the add page menu in a cx dashboard
  2. Select Page From Template.
  3. Select the template you’d like to use.
    image of the select template dropdown in the create from page template window
  4. Select the source of the data to generate this page.
    Create button in blue in bottom-right corner of create page from template window
  5. Click Create.
  6. You now have a complete dashboard page!
    A page displaying pre-organized content

Additional Page-Level Topics

For more information about page features and options, please see the following pages:

  • Filtering pages: Page data can be filtered by you and your stakeholders for increasingly granular analysis.
  • Restricting pages: Pages can be restricted based on individual roles (attributes) and the security-level of your data.
  • Sharing pages: Unique pages may be assigned to separate audiences and stakeholders.
  • Ticket Reporting (CX): The tracking of tickets in dashboard pages is covered in this article.