Create Custom Results Dashboards

Analytics Studio enables you to create and share custom dashboards for your listening events. By choosing and customizing widgets, applying filters, and positioning the widgets to suit your preferences, you can bring the items you want to focus on front and center. You can also switch out widgets if you want to focus on a different area—flexibility is at your fingertips.

Note: Analytics Studio is available for Administrator and Creator users only.

This article walks through:

• Create a New Dashboard
  • Access the Dashboard Builder
  • Create and Save a Dashboard
  • Add Widgets to the Dashboard
  • Customize Widgets
  • Edit the Dashboard Layout
  • Remove Widgets
  • Rename the Dashboard
• Clone a Dashboard
• Reset a Dashboard
• Export a Dashboard
• Manage Filters: Apply, Save, & Remove
  • Apply a Filter
  • Save a Filter
  • Remove a Filter
• Delete a Dashboard

Create a New Dashboard

If you already have a project for a specific listening event in Analytics Studio, you can open the project and add a new dashboard. If you don’t have a project for an event yet, you can open Analytics Studio with the event you want to work with already selected and then create a new dashboard.  

You create a dashboard by adding and positioning widgets for easy viewing and customizing their settings to display the information you want to see. You can create up to five dashboards with a maximum of 20 widgets per dashboard. And of course, if you decide you no longer need a widget, you can easily remove it. 

Note: To prevent widgets from overlapping, we recommend disabling browser plugins, particularly if you are using the Chrome browser. 

Access the Dashboard Builder

1. Navigate to the Analyze page.

2. Choose an option to open Analytics Studio.

Open an existing project:

1. Click Open Analytics Studio (top right).

The Welcome screen appears

2. Click Open Project, click Next, click the project name, and then click Apply.

The Analytics Studio workspace opens with the event selected and the Create New Dashboard workspace displayed.

Open a new or existing project for a specific event:

1. Click Analytics Studio for a specific event in a Report Eligible event card or click Actions for the event in the All Reports table and then select Analytics Studio.

The Analytics Studio workspace opens with the event selected and the Create New Dashboard workspace displayed.

Note: If you want to switch to a different project, click Change Project (top right), click the project you want to work with, and then click Apply.

Create and Save a Dashboard

When you first create a dashboard, you are immediately prompted to save it. You don’t have to add widgets right away; you can create and save your dashboard (or multiple dashboards) and come back to it later.

1. Click + Create New Dashboard in the side navigation panel or the dashboard workspace.

The Let’s Create a New Dashboard dialog box appears.

2. Display the Select an Icon dropdown and then select an icon to visually represent the theme of your dashboard. If you don’t want to use an icon, select None.

3. In the Dashboard Title box, type a name for your dashboard.

4. Click Save and Close.

The dashboard saves and displays a dashboard toolbar and a prompt to add your first widget.

Add Widgets to the Dashboard

1. Click Add Widgets in the dashboard toolbar (or Add Widget in the dashboard workspace).

The Add Widgets dialog box appears.

2. Click + Select for each widget you want to add. If you want to add a widget multiple times, click + Select as many times as you want to add the widget.

A number displays to the left of each selected widget to indicate how many times you selected it and the selected widgets display in the Added Widgets section of the dialog box.

3. Click Save and Apply. 

The selected widgets display on your dashboard. After adding your widgets, you customize them to display the data you want.

Note: If your listening event contains an Engagement category, the widgets automatically populate with engagement data when you first add them to the dashboard. You can customize them as needed.

Customize Widgets

Every widget has settings you can customize so it displays precisely the information you want to see. Customization options vary by widget type; however, all widgets have two categories of settings you can modify: Customizations and Data Category. You can easily change the appearance, category, or questions (if applicable) for the widget.

The following example is for the Favorability by Question widget. The settings are displayed on the left and the arrows show where specific options are seen in the widget.

1. Navigate to the widget you want to customize.

2. Click the three dots icon (upper right), then select Settings.

The customization options for the widget appear.

3. Specify your customization options.

4. Click Apply.

5. Repeat the process for other widgets as needed.

In the following example, the category for each widget is set to Belonging, and the Favorability by Question widgets each display a different question. The Favorability by Demographic widget (Highest Favorable/Highest Unfavorable) also shows its results by country.

Edit the Dashboard Layout

You can reorganize the widgets in your dashboard to highlight the information you want to view at a glance.

1. In the dashboard toolbar, click the Dashboard Tools dropdown, then select Edit Layout.

The dashboard widgets display dotted outlines, indicating they can be repositioned.

2. Drag and drop the widgets to your preferred locations in the workspace.

3. Click Save Changes (top right).

The dotted lines disappear and the widgets are set in place in their new position(s).

Note: If you decide to not save your changes, click Exit Layout Mode to maintain the previous layout.

Remove Widgets

1. Navigate to the widget you want to remove.

2. Click the three dots icon (upper right), then select Remove.

A confirmation message appears.

3. Click Yes, Remove This Widget.

The widget is removed.

Rename the Dashboard

You can easily rename your dashboard, if necessary.

1. In the dashboard toolbar, click the Dashboard Tools dropdown, then select Rename.

The Dashboard Settings dialog box appears.

2. Select the current name in the Dashboard Title box, then type a new name.

3. If you also want to change the dashboard icon, display the Select an Icon dropdown, then select a new icon.

4. Click Save and Close.

Clone a Dashboard

Cloning a dashboard creates a duplicate of the dashboard, its widgets, and its customizations. Cloning gives you a jump start on a dashboard design you like that requires just a few tweaks to provide the information you want to see.

1. In the dashboard toolbar, display the Dashboard Tools dropdown, then select Clone.

The Saving Your Dashboard dialog box appears.

2. If you want to include an icon for the dashboard, display the Icon dropdown, then select an icon.

3. Type a name for the dashboard in the Title box.

4. Click Save and Close.

The cloned dashboard displays in the workspace and is selected in the navigation panel.

Reset a Dashboard

If necessary, you can reset a dashboard by clearing all widgets so it returns to the default create new dashboard configuration.

1. In the dashboard toolbar, display the Dashboard Tools dropdown, then select Clear Widgets.

The Reset Dashboard dialog box appears.

2. Click Yes, Reset to Default Value.

The dashboard resets to the default configuration.

Export a Dashboard

You can share dashboards by exporting them to PDF format and sending them to others. Use this feature to share insights with others and promote collaborative decision-making. 

1. In the dashboard toolbar, display the Dashboard Tools dropdown, then select Export PDF.

The Export to PDF dialog box appears.

2. Click Confirm to export the dashboard.

The PDF file is saved to your default download location.

Manage Filters: Apply, Save, & Remove

Filters help you refine the scope of your survey results so you can focus on what is most important - for example, areas that need action or that have particularly positive results that can help you understand what is working well. Filters are cumulative, allowing you to quickly narrow down your results. 

The filter options available to you are based on the demographic information your organization provides to Perceptyx and your role-based access permissions. 

You create and apply filters using the Add Filter dialog box, from which you can select a category and specific options.

In the example above, the filter shows data only for respondents in Germany and Mexico. The number of respondents the filter will show (53) is displayed at the top. You can select multiple categories and options to further refine the filter. For example, you can select the Gender Band category and select Female, so the filter shows data only for female respondents in Germany and Mexico.

Applied filters are displayed at the top of the workspace. 

You can:

• Hover over a filter to display its options. 

• Save a filter.

• Click X to remove a filter.

Apply a Filter

1. Click Filter Content (upper right) to display the Add Filter dialog box.

2. Click a filter category to display its options.

3. Select the category options to include in the filter, then click Apply to close the options box.

   1. Repeat for all filter categories you want to apply.

4. Click Close to close the Add Filter dialog box.

The dashboard updates to display the data with the filter(s) applied. The filter name(s) display at the top of the dashboard.

Save a Filter

When you save a filter, you can apply it as needed in any of the dashboards you create for the listening event you are working on.

1. Complete the first three steps for applying a filter (as described above).

2. Click Save Filter (upper right).

The dialog box expands to show a Save Filter text box.

3. In the Save Filter text box, type a name for the filter.

4. Click Save to save the filter.

Note: You can access saved filters by clicking the Saved Filters tab in the Add Filter dialog box.

5. Click Close.

Remove a Filter

1. At the top of the workspace, click X for the filter you want to remove.

Delete a Dashboard

If you no longer need a dashboard, you can delete it. 

1. Expand the side navigation panel, if necessary, to display your dashboards.

2. In My Dashboards, click the dashboard you want to delete.

3. In the dashboard toolbar, display the Dashboard Tools dropdown, then select Delete.

The Delete Dashboard dialog box displays, prompting you to confirm the deletion.

4. Click Yes, Delete This Dashboard.