Dashboards and Folders
Organize your studies and results.
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
- In the Navigation Pane, click Dashboards.
- Click + New Dashboard
- Type in a Name.
- Click Create New Dashboard.
Edit the Name of a Dashboard
- Over the Dashboard you want to Edit, click
and select Edit Details.
- Edit the Name and click Save.
Delete a Dashboard
- Over the Dashboard you want to Delete, click
and select Delete.
Make a Dashboard a Favorite
- Over the Dashboard you want to make Favorite, click
.
Add a Response Result Chart to an existing Dashboard
- In the Navigation Pane, click Studies.
- Click a Study
- In the Summary Tab, click Pin to Dashboard of the Response Result Chart you want to add.
- Select the Dashboard you want to add to.
- Click Save Changes.


Example Response Result Chart
Add a Response Result Chart to a new Dashboard
- In the Navigation Pane, click Studies.
- Click a Study
- In the Summary Tab, click Pin to Dashboard of the Response Result Chart you want to add.
- Click + New Dashboard.
- Type in a Name.
- Click Create New Dashboard.
To Remove a Response Result Chart from a Dashboard
- Over the Response Result Chart you want to Remove, click
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:
- Hold the pointer over the Study; then click
and select Move to.
- Choose which folder, or select + New Folder to create a new folder, to move it to.
Delete or Rename a Folder:
- Hold the pointer over the folder title, then click
and select Delete Folder or Rename Folder.
- If you delete a Folder, all studies within that folder are moved to the General folder.
Updated 4 months ago