Dashboards and Folders

Organize your studies and results.

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Dashboards

Dashboards allow you to monitor and track the study results you care about. For example, you could group your studies by research owner, subject, timeframe, product line, or team.

Create a New Dashboard

  1. In the Navigation Pane, click Dashboards.
  2. Click + New Dashboard
  3. Type in a Name.
  4. Click Create New Dashboard.

Edit the Name of a Dashboard

  1. Over the Dashboard you want to Edit, click elipses and select Edit Details.
  2. Edit the Name and click Save.

Delete a Dashboard

  1. Over the Dashboard you want to Delete, click elipses and select Delete.

Make a Dashboard a Favorite

  1. Over the Dashboard you want to make Favorite, click star.

Add a Response Result Chart to an existing Dashboard

  1. In the Navigation Pane, click Studies.
  2. Click a Study
  3. In the Summary Tab, click Pin to Dashboard of the Response Result Chart you want to add.
  4. Select the Dashboard you want to add to.
  5. Click Save Changes.
Example Response Result ChartExample Response Result Chart

Example Response Result Chart

Add a Response Result Chart to a new Dashboard

  1. In the Navigation Pane, click Studies.
  2. Click a Study
  3. In the Summary Tab, click Pin to Dashboard of the Response Result Chart you want to add.
  4. Click + New Dashboard.
  5. Type in a Name.
  6. Click Create New Dashboard.

To Remove a Response Result Chart from a Dashboard

  1. Over the Response Result Chart you want to Remove, click elipses and select Remove.

Folders

Folders allow you to organize your studies into categories. As with Dashboards, you could group your studies by, research owner, subject, timeframe, product line, or team. When you create a study you can choose which folder to put the study in and, by default, the General folder is selected. Users with Admin permissions can create new folders.

Move a Study to an existing folder, or a New Folder:

  1. Hold the pointer over the Study; then click elipses and select Move to.
  2. Choose which folder, or select + New Folder to create a new folder, to move it to.

Delete or Rename a Folder:

  1. Hold the pointer over the folder title, then click elipses and select Delete Folder or Rename Folder.
  2. If you delete a Folder, all studies within that folder are moved to the General folder.

Updated 4 months ago