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New Dashboards Experience

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About the New Dashboards Experience

Dashboards have been redesigned to make it easier for users to consume data in a meaningful way. Some of the highlights of this experience include:

  • Improved screen-reader and keyboard accessibility.
  • Better consistency with the rest of the XM interface.
  • Simplified dashboard page management.
  • More intuitive grouping of different dashboard actions.
  • More flexible navigation that can be adjusted for screen width.

This page runs through the changes you can expect to see in the new experience in greater detail.

Qtip: The new experience is available for all kinds of Qualtrics dashboards, including CX Dashboards, Brand Programs, and EmployeeXM dashboards (Engagement, 360, Ad hoc employee research, and Lifecycle).

Enabling the New Dashboards Experience

The dashboard editor can opt into the new experience on an individual dashboard basis. Whatever you choose as the dashboard editor will apply for all users of that dashboard.

Opt into the new dashboard experience by clicking Try it now in the banner along the top of a dashboard.

Banner along the top of the dashboard says that redesigned dashboards are coming for all users. You can make the switch now or keep using the existing experience until then. Then Try it Now is linked

You can also return to the original dashboard experience by clicking Switch back.

Banner says all viewers are currently seeing the new version of this dashboard. Then linked text for Switch back or leave feedback

Along the top of the dashboard, you’ll see a toolbar that displays the name of the dashboard page you’re on (e.g., “Overview”). You’ll also see a series of icons that let you complete important dashboard tasks.

Numbered guide to buttons along the top of the dashboard

  1. Edit dashboard: You must click this before you can start editing the dashboard (e.g., widgets, pages). The following screenshot shows how the Done editing button appears after it is clicked:
    Image of editing button clicked, so it now says Done editing
  2. Settings: Takes you to your dashboard settings. See more in the next section.
  3. Action planning: Takes you to your dashboard’s action planning. See CX vs. EX documentation.
  4. Text iQ: Takes you to your dashboard’s Text iQ. For CX Dashboards only.
    Qtip: For performing text analysis on engagement, lifecycle, or ad hoc employee research, see Text iQ in the Data tab.
  5. Stats iQ: Takes you to your dashboard’s Stats iQ. For CX Dashboards only.
  6. Insights: View the Insights page, where you can identify areas of improvement and strength. See CX vs. EX documentation.
  7. Mobile preview: See how your dashboard will look on a mobile device. It is helpful if you’ve enabled a dashboard for viewing on the XM App.
    Qtip: The mobile dashboard preview is not currently accurate in the new dashboards experience. While the preview will show all the left navigation dashboards, the actual mobile app will continue to use the existing mobile experience.
  8. Kiosk: Display the dashboard on a screen using kiosk mode. For CX Dashboards only.
  9. Export dashboard: Download the dashboard (CX|EX). In CX Dashboards, this also contains the option to email the dashboard.
  10. Share: Share your dashboard with other Qualtrics users. For CX Dashboards only.

Viewing & Managing Dashboard Pages

How you view and edit pages has changed in the new dashboard experience.

By default, your dashboard pages are displayed in a menu on the lefthand side of the dashboard. You can close this menu by clicking the pin icon, or re-pin it by clicking this same button again.
Left menu where all pages appear. Little icon looks like a pin

Qtip: When your pages aren’t pinned, you’ll see the page number of total pages next to each page name. For example, here we see the page “Digital CX” is page 3 out of 12 total.
Image of the page numbers on an unpinned page

From the page menu, you can navigate the list of dashboard pages.

To the left of the dashboard, the list of pages is expanded

Click Add to add a new page to your dashboard. Learn more about the different page types and options on Creating CX Dashboard Pages.

Add button in page list is clicked, showing several options

Click the button next to a page to see a list of options. “Duplicate” has been renamed to “Copy.”

Three dots next to a page selected, then options displayed

Qtip: You can now copy a private page and make it public.

If you’d like to display your page list all the time, click the options next to the Add button, and select Always show pages. This setting applies to all of the dashboards you have switched to the new experience. You can deselect this option any time.

Dropdown next to Add button clicked, only one option inside

Qtip: Page icons are no longer compatible with dashboards. Even when enabled, these will not appear in the new dashboard experience.
Qtip: Since pages now come from a dynamic dropdown, you can no longer set page position in your dashboard’s theme settings.

Dashboard Settings

  1. Click the settings gear.
    Gear icon in upper-right of dashboard
  2. You’ll be taken to a new page, where you’ll see a full list of dashboard settings.
  3. To return to your dashboard, use the Settings arrow in the top-left.
    Settings arrow in upper-left points left

The dashboard settings available have not changed from the previous dashboard experience, except where noted:

  • In EmployeeXM, Dashboard Settings is now labeled General. This is still the first page opened when you visit Settings.
  • CX Dashboards now have a Date and Time page where time zones are configured. Other dashboards have not changed time zone settings.

Editing Widgets

Very little has changed when it comes to editing dashboard widgets (EX|CX), except that the widget editing panel now appears to the left.

Editing a gauge chart and the pane appears to the left

Features like filters (EX|CX) also work the same.

Viewing Tickets

If you want to view and action your tickets, use the global navigation, and select Tickets.

Global navigation clicked and tickets is highlighted

Exporting Dashboard Pages

Exporting dashboard pages (CX|EX) is pretty much the same in the new dashboards experience, but with a few notable improvements in the export itself.

First, widgets now adjust size in PDF and JPG dashboard page exports to ensure readability.

Example: Your widgets are arranged in a row of 6 in the dashboard, but they’re squished together, so it’s hard to read the labels. In the export, the widgets adjust to 2 rows of 3 widgets each so that they’re easier to read.

Secondly, some widgets contain so much data that dashboard viewers must scroll or navigate widget pages to see it all. So long as the widget is a table widget, response ticker widget, or record table widget, all of its data is included in the export.

Example: The following widget, which is cut off in the dashboard:

Widget that only shows 4 responses, the last of which you can't entirely read

Would export to this multi-page file:

PDF file with many pages of the widget, including many, many more than 4 responses

Qtip: This functionality only applies to dashboard page exports. Individual widget exports (CX|EX) only show what appears in the dashboard, meaning some data may be cut off. To get around this, try resizing a widget before you export it.