Create a Classic Dashboard

Customize dashboards to report on data found in your community.

Prerequisites:

If you plan to create a survey response dashboard, create a dataset first.

Note:
  • The survey response dashboard will only reflect the dataset selected.
  • A survey response configurable dashboard can contain responses from multiple surveys and needs a dataset to be created. This is different from the survey dashboard which is predefined and can only be created from a single survey.
Important: Classic Dashboards are being deprecated, and you cannot create new Classic Dashboards. You can continue to view and edit existing Classic Dashboards.
  1. Open the Analytics app.
  2. Create a new dashboard:
    • On the Home page, click Create a Dashboard.
    • In the Analytics navigation menu, click Dashboards and then click New Dashboard.
  3. Enter a name for your dashboard and click Next.
  4. In Set Dashboard Access Controls, specify which users can access the dashboard.

    The access settings you can apply depend on the user role you have been assigned.

    Access Setting User Roles Description
    Everyone Power User, Author All other users in the application instance can access the dashboard.
    Admin Only Admin Only Admin users can access the dashboard.
    Teams Admin, Power User, Author All users that belong to the assigned team(s) can access the dashboard. If you belong to multiple teams, you can assign the dashboard to all of the teams you belong to, or just one or more specific teams.
    Note:
    • The access settings options are displayed if your account has the Can change access settings permission applied.
    • If your account does not have this permission, the dashboard will be assigned to the teams you belong to, or if you don't belong to any teams it will be available to everyone.
    • Admins have access to all dashboards, regardless of access settings.
  5. Click Next.
  6. Click Classic Dashboards and click Next.
  7. In the New Dashboard dialog, choose one of the following dashboard options.
    Option Description
    Profile Variables
    1. Click Next.
    Survey Responses
    1. Click Next.
    2. Choose a dataset from the list.

      For more information on how to create a dataset, see Add a dataset.

    3. Click Next.
  8. In the Select a Template page, choose one of the following custom dashboard options.
    Option Description
    Profile Variables
    1. Click the Profile Variables tile.
    2. Click Done.
    Survey Responses
    1. Click the Survey Responses tile.
    2. Click Next.
    3. Choose a dataset from the list.

      For more information on how to create a dataset, see Add a dataset.

    4. Click Done.
    Note: Depending on the size of the dataset, the survey dashboard can take a few minutes to sync before it can be opened.
    Result: You are directed to the list of dashboards on the Dashboard page, where you can view the status of your dashboard being created.
  9. Open and edit your dashboard. You can start by adding a visualization tile.