Dashboard View User Guide

Dashboard View User Guide


Getting Started (From Invitation to Dashboard)

This section explains how a View User accesses the dashboard for the first time.

1. Receive the Invitation

  • The administrator shares the dashboard with the View User.
  • The user receives an invitation email.

2. Create an Account

  • Open the invitation email.
  • Click Accept Invitation.
  • If you are a new user, create your account by completing the sign-up process.
  • If you already have an account, simply log in.

3. Login

  • Enter your credentials.
  • After successful authentication, you'll be redirected to the Dashboard home page.

4. Landing Page

  • After login, users can view all dashboards and Crosstabs shared with them.
  • Select the dashboard you want to open.

What a View User Can Do

Now explain the capabilities available after opening the dashboard.

  • View all dashboards shared by the administrator.
  • Open any dashboard you have permission to access.
  • Switch between Dashboards and Crosstabs.

Apply Filters

  • Apply dashboard filters to analyze specific data.
  • Change filter values whenever needed.
  • Dashboard widgets update automatically based on selected filters.

Explore Dashboard Data

  • View charts, KPIs, tables, and visualizations.
  • Hover over charts to view additional information.
  • Scroll through the dashboard.

Interact with Widgets

Depending on permissions, users can:

  • Expand widgets.
  • View detailed data.
  • Interact with charts.
  • Drill into available insights.

Use Crosstabs

  • Open shared Crosstabs.
  • Analyze responses across different dimensions.
  • Apply Crosstab filters (if available).

Export (If Permission is Granted)

  • Export dashboard data.
  • Download reports in supported formats.