Creating New Dashboards

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Like the gauges, indicators, and flashy lights behind your steering wheel, a dashboard highlights the data you find necessary to drive your organization. Once you add the necessary charts, graphs, maps, counts, or trends, publish your dashboard to a password-protected portal for others to see. Creating an Access Portal instead? Reference this article.
 
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1 Create a dashboard. Click Dashboards in the top right, then click Create Dashboard.
 
NOTE: Don't see this option? Ask your administrator to give you full access to Portals in Admin > Users > Manage > User Roles. If this option isn't available within the user role, you'll need to reach out to your Account Manager to have Portals enabled for your account.

Give the dashboard a name. To help you stay organized, dashboards are grouped in categories. Click the ellipsis (...) in the Category field to select or create one. If you need to edit a category, go to Admin > Account Settings > Data Lists > Dashboard Categories.

Will you be updating this particular dashboard a lot? Switch "Set as default" to Yes so it opens automatically whenever you click Dashboards in the top right.

Under Visibility, you can limit who can see this dashboard by selecting The following users and groups and checking the boxes beside the privileged few.

Click Save.

2 Add widgets. Pick and choose what info the dashboard will display by setting up an assortment of widgets. To add a widget, click Create Widget.
 
NOTE: Don't see the Create Widget button? Click Design first to switch to editing mode. You can tell which mode you're in by which button is grayed out at the top.

Depending on the type of data you're after, narrow your options somewhat with the selections on the left. (If you're not sure, try Questions). Click the ellipsis (...) for a list of surveys and reports based on your selection. Choose up to five by checking the boxes next to their names. Then click OK.
 
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If applicable, choose the questions you want included by clicking the ellipsis (...) in the Questions field. Select a question type from the dropdown, then choose up to five by checking the boxes next to their names. Click OK.

All the widgets
that can represent your data will be listed. Choose one and click Create.
 
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3 Customize the widget. Hover over the widget you just added and click Edit. Options vary depending on the widget, but this is where you can edit the name at the top, hide fields, and choose exactly what data displays.

For example, the widget below shows very general information about membership renewals. After narrowing by date range, filtering by gender, and tweaking the name, it becomes much more specific.

 
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Turn a pie chart into a graph, or edit labels, legends, and data points by clicking the Design tab, if applicable. Options vary depending on the widget.

Once you're done, click Save.
 
4 Customize your dashboard display. Click and drag a widget to move it. If your data looks cramped, hover over the widget, then click and drag the lower right corner to resize it. To remove a widget, hover over it and click Delete.   

Want your entire dashboard to just display data from employees? Only need a certain date range? Dashboard filters let you quickly narrow what your widgets display using a dropdown.
 
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To set one up, click Add Filter and click Select beside the field you want to create a dropdown for.
 
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NOTE: Ready to show off your data? Publish this dashboard to your portal. You can still come back in and make any necessary edits later.

5 Add widget comments, if necessary. You may want to have additional information accessible through hover text, such as the source of the data or which filters are being used. Click the neighboring tab, Comments. Enter your info, then click Save.

Click View to see your comment in action.

 

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