Results Dashboards Basic Overview

About Results Dashboards

Results dashboards are designed to give you a quick and simple visualization of your survey results. Each question in your survey will have a visualization pre-made for it. However, there are many customization options available to you to help you build a dashboard to fit your needs.

To access results dashboards, click Results in your survey project.

Types of Projects

Results Dashboards are available in a few different project types. This includes:

• Survey projects
  Qtip: This includes survey projects within programs, such as surveys within Brand programs.
• Conjoint and MaxDiff projects
  Qtip: Read more about Results functionality specific to Conjoints and MaxDiff.
• Many guided XM Solutions

Navigating Results Dashboards

The main features of results dashboards include:

1. Click the page title to view the pages in your dashboard, including a list of widgets on each page. You can also search for widgets by name, create and copy pages, and switch between existing pages. Click the pin icon to keep the page list displayed while you view or edit your dashboard.
2. On the right you’ll see the widgets for the selected page. These display your survey data in easy-to-digest charts, graphs, and tables. See Results Dashboards Widgets for an overview of available widget types.
   Attention: These widgets are the same as the widgets available in CX dashboard projects.
3. The editing icon allows you to edit your dashboard pages. Entering editing mode allows you to create new widgets, edit existing ones, and apply page filters.
4. The settings gear allows you to select a theme or manage your public dashboard.
5. The download button lets you export your dashboard in various ways; you can download your dashboard as a file, send your dashboard as an email, or schedule recurring emails of your dashboard.

Creating & Copying Results Dashboard Pages

If you want to create a new results dashboard page, you can make a copy of an existing page or start from scratch.

1. Click the page title to view the list of dashboard pages. If your page list is already pinned, you can skip this step.
2. Click Add in the dropdown menu.
   
3. Select your desired option:
   • Blank Page: Generates a new blank report page.
   • Private Page: Generates a new blank private report page. This private page will only be visible to you.
   • Report Page: Generates a new default report page. Before the page is created you will have the opportunity to configure a default metric and chart type, as well as other customizations for the report page. For more information, see Customizing Report Pages.
     

Mapping Results Dashboard Fields

“Mapping” refers to editing the names and formats of the fields in your dashboard so you can choose how to best visualize that data. The type assigned to each field determines what kind of widget you can use with that data.

To learn more about field types and the widgets compatible with them, see Field Types & Widget Compatibility (CX). Since this is a CX Dashboards page, keep in mind that the list of widgets available in results dashboards may differ.

Survey questions have default mappings that cannot be edited. These default mappings can help you understand what widgets are compatible with each question. See Table: Default Field Types for Each Question.

If you want to edit other results dashboard fields, use the Field Editor in Data & Analysis. See Editing Custom Fields.

Editing Results Dashboard Pages & Adding Widgets

Visit the linked pages to learn more about editing results dashboards pages.

• Results Dashboard Page Types: This page describes the difference between default (i.e. report) pages, private pages, and blank pages.
• Creating Pages: Create new pages in your report where you have full control over the page content.
• Page Options: The page options that are used to rename, copy, and delete pages.
• Adding Widgets: Add widgets to your results dashboards pages.

Using Results Dashboard Filters

You can filter your entire results dashboard to remove data you don’t need. For example, in the below image, we filter our results to show dissatisfied customers since we are interested in analyzing only their data.

For help with results dashboard filters, see Filtering CX Dashboards. This page contains all the information you will need to filter your results dashboards, including how to add a filter, building filter logic, and saving and reusing filters. See also Advanced Dashboard Filters and Response Count Thresholds.

Configuring Results Dashboards Settings

Click the Settings gear to adjust your dashboard settings. Right now, there are 2 options:

1. Theme: Edit your dashboard’s appearance. Once you open this page, it works just like the CX Dashboard theme settings.
2. Manage Public Dashboards: Share your dashboard publicly; you can also add a password to it.

Sharing Results Dashboards

There are several ways to share a results dashboard. Click the export dashboard button in the top-right and then select how you want to share your dashboard.

The methods for sharing your report include:

Download dashboard: Generate and share a digital copy of your results dashboard in a PDF, JPG, PPTX, CSV, TSV, or XLSX format. See the Download Dashboard support page for more details.

• PDF: Widgets are included within the PDF file.
• JPG: Widgets are exported as a single image.
• PPTX: Widgets are saved as individual slides within the presentation.
• DOCX: Widgets are saved as images within the document.
• CSV: Data from each widget is saved to columns within the sheet.
• TSV: Data from each widget is saved as text within the file.
• XLSX: Data from each widget is saved to columns within the sheet.
  Qtip: When exporting data to XLSX, all data will export as text data, even if the data is different data type, such as a number or percentage. If you want to use this exported data for calculations or further data analysis in Excel, then you may need to change your data’s type.

Email dashboard: Send your results dashboard as an email attachment. See the Email Dashboard support page for more details.

FAQs