Setting the dashboard layout

The layout of the dashboard is customisable, allowing you to display grid lines, change the number of grid columns and widget padding. Display grid lines Grid lines help you to align the widgets that make up the dashboard. These can be turned on or off in the Edit view. They are not shown in the […]

Saving a dashboard

You can save the changes you have made to a dashboard, at any time. This is available in both the Edit and Preview views. You will see a message that the dashboard saved and the Save option on the dashboard toolbar will be cleared.

Preview a dashboard

The preview view displays the dashboard as your viewers will see it, which lets you check that the dashboard appears correctly. If you have the dashboard open in Preview view, click Edit on the dashboard toolbar to switch back to edit the dashboard. In Preview, you can also right-click on any widget, then click the […]

Adding an image

There are two ways to add an image to a dashboard: Adding an Image widget In the Settings, you can set the shadow and padding in the Style tab. Insert an image in text Maximum number of images You can add a maximum of 5 images to a dashboard. You can keep track of the images in Dashboard […]

Adding a variable field

Inserting a variable field lets you change text in your dashboard. You can customize instructions and other text, based on survey variables or system settings, such as, interview date and time information.

Adding breaks

Breaks separate different sections of your dashboard and help make it easier to understand. The breaks available for dashboards are Separator, Spacer and Page break. Separator The separator draws a line that separates different parts of the dashboard. Spacer The spacer provides a blank space between dashboard content. Page break Page breaks separate the dashboard […]

Adding tables

Tables show the response data in a grid structure using rows and columns, where each cell contains specific information. This helps the dashboard users understand the responses to the survey. There are four table layouts available. Insert a table Table settings There are four tabs: Definition, Calculate, Include and Style. Definition Each table definition is […]

Adding charts

Charts show the response data in a visual format, helping individuals understand the responses to the questions. The chart layouts available for dashboards include line charts, bar charts, pie charts, doughnut charts and gauges. Insert a chart Chart settings There are four tabs: Definition, Calculate, Include and Style. Definition Each chart definition is set to […]

Adding titles, headers and text

Adding text to your dashboard helps the user understand what information they are looking at and can give additional information not contained on the analysis. You can also include links, images and variable fields in the text. There are three types of text available: Titles, Headings and Narrative Titles The dashboard title describes the contents […]

Creating a dashboard

Each survey can have multiple dashboards. First you need to create a dashboard, before adding the content. Create new dashboard The new dashboard opens in the Edit view ready for you to add content, such as charts, tables and text. Before adding content, it’s helpful to set the dashboard layout, but you can change the […]