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Adding, Copying, & Removing a Dashboard (EX)

Qtip: This page describes functionality available to Engagement, Lifecycle, Ad Hoc Employee Research, Pulse, and 360 projects. For more details on each, see Types of Employee Experience Projects.

Adding a Dashboard

Attention: There is a limit to the number of dashboards you can create in a single project. This limit is 15 dashboards for all EX project types except pulse, which has a limit of 8. This limit includes dashboard copies. As you approach the project’s limit, the dashboard creation window will warn you how many dashboards you have remaining until the ability to create or copy dashboards is disabled.

Navigate to the Dashboards tab.
Click Create a dashboard.
Type a name for your dashboard.
When finished, click Create.

Removing a Dashboard

You can delete a dashboard by clicking the dashboard dropdown menu next to a dashboard and selecting Delete.

Warning: Do not do this unless you are absolutely sure! Once a dashboard is deleted, it cannot be recovered.

Copying a Dashboard

Have you ever wanted to add a second, similar dashboard, without starting from scratch? Have you ever wanted to use a duplicate dashboard for testing? You can duplicate a dashboard’s pages, widgets, and all other settings.

What’s Included in a Dashboard Copy

Dashboard copies do carry over the following from the original dashboard:

Widgets
Filters
Dashboard settings
Data sources
Comparisons
Categories
Scales
Anonymity settings
Translations (label, data, and guided)
Roles (including all permissions)
Qtip: Roles are deactivated by default. See Dashboard Viewing Permissions below.
Org hierarchies

Not every setting and detail in a dashboard is duplicated when you copy a dashboard. The following features do not carry over:

Report Templates
Report Template Translations

How to Copy a Dashboard

Click the dashboard actions dropdown.
Select Copy.
Name your dashboard.
Click Done.

Dashboard Viewing Permissions

When you copy a dashboard, you also duplicate dashboard role permissions. However, the dashboard isn’t activated; you must manually enabled theActivate Dashboard permission.

Example: In the screenshot below, this role gave members the ability to access to Company Dashboard 1. When Company Dashboard 1 was copied, participants in this role were automatically given access to Company Dashboard 2 (the copy), too.

Copying a dashboard does not copy user-level access!

Example: If you give John Doe user-level access to Company Dashboard 1, then copy this dashboard, John Doe will not have access to the copy.

Dataset Utilization Limits

Our data platform imposes a limit on the number of times a single data source can be used in active datasets. Currently, a single data source can only be in 50 active datasets to guarantee timely data processing. For external data, the limit is 5 active datasets. These limits are subject to change over time as our platform and features grow. If your datasource reaches this utilization limit, an error dialog is displayed while adding the source in the data mapper or copying the dashboard.

Qtip: For example, a survey used in two dashboards creates three active datasets (1 for data & analysis, 2 for EX dashboards). An active dataset is a dataset that has been accessed within 30 days.

Additional Options

Each dashboard listed on the Dashboards tab shows the number of pages, widgets, and responses it has.

You can access your dashboard and start editing by clicking anywhere on it.

Qtip: If you’re having trouble viewing the dashboard, make sure you’ve added yourself to the project and given yourself permission to view the dashboard.

You can change a dashboard’s name by clicking the dashboard dropdown menu next to a dashboard and selecting Rename.