Overview
Dashboards are a valuable tool for curating and sharing collections of analyses. With Enterpret, creating and managing dashboards is now easier than ever. You can add existing analyses or create new ones directly from the Dashboard, streamlining the process. Additionally, you can collaborate with your team by inviting them to add or edit analyses on your Dashboard. Enterpret's dashboards are customizable and have reporting schedules and easy navigation, allowing you to stay on top of feedback records and compare and contextualize analyses. Overall, Enterpret simplifies the process of creating and managing dashboards, making it an efficient and effective tool for collaboration.
Creating a New Dashboard
If you'd like to create a new dashboard, please follow these steps.
From the Enterpret homepage, click on the "Dashboards" tab on the left-hand sidebar.
Click the "New Dashboard" button.
You can name your Dashboard and add a description if desired by clicking on the edit/pencil icon at the top. This is optional but can help you keep track of the purpose of your Dashboard.
Select an icon for your Dashboard to make it easier to identify.
Click "Save" to finish.
Adding an existing Analysis to the Dashboard
There are two ways to add analysis to a dashboard. One way is to add an existing analysis, and the other way is to create a new compare or quantify analysis.
To add an existing analysis to a Dashboard, follow these steps.
Open the Dashboard if you want to add analysis.
Click the "Add" button in the top right-hand corner and select " Add Existing Anlaysis."
Select the analysis you want to add from the drop-down menu.
Creating New Quantify/Compare Analysis
Click on the "Add" button located in the top right corner of your Dashboard.
Select whether you want to create a quantify or compare analysis.
Build your analysis using the tools available on the respective screen.
Once you're done, click on the "Save and Add to Dashboard" button on the screen's top right corner to add your newly created analysis to your Dashboard.
Remove Analysis from the Dashboard
On your Dashboard, you can find the analysis chart you want to remove and click on the three dots in the top right corner.
A drop-down menu will appear. From there, select the "Remove from Dashboard" option.
A confirmation message will appear asking if you want to remove the analysis from the Dashboard. Click on the "Remove" button to confirm.
The analysis chart will now be removed from your Dashboard.
Pinning and Unpinning a Dashboard
Pinning a dashboard can make it easier to access by keeping it at the top of your dashboard list. To pin a dashboard, follow these steps:
Open the Dashboard you want to pin and click on the icon at the top right next to the name and description.
The Dashboard will now be pinned to the top of your dashboard list.
To unpin a dashboard, click on the same icon again.
Alternatively, you can pin or unpin a dashboard by clicking on the same icon when the list of dashboards appears after clicking on the menu.
Sharing Your Dashboard
Sharing a dashboard with your team is an efficient way to collaborate and work together on a project. With Enterpret, sharing your Dashboard is easy and quick. You can invite your teammates to view and edit the Dashboard or share a read-only link with them. Here are the steps to share your Dashboard with your teammates on Enterpret.
Open the Dashboard you want to share and click the "Share" button in the top left corner.
In the pop-up window that appears, enter the email addresses of your teammates with whom you want to share the Dashboard. Alternatively, you can copy the link provided at the bottom of the window and share it with your teammates via other channels.
Once you've entered the email addresses or copied the link, click the "Proceed" button.
Your teammates will be notified via email that you have shared the Dashboard with them. They can then access the Dashboard by clicking on the link provided in the email or by logging in to Enterpret and finding the Dashboard in their list of shared dashboards.
Archiving a Dashboard:
Archiving a dashboard is a useful feature that allows you to remove a dashboard from your active list without deleting it entirely. Follow these steps to archive a dashboard:
First, click on the three dots on the dashboard page's top left corner.
Next, select "Archive dashboard" from the options presented to you.
Subscribe and Receive Dashboard Reports
Description: Subscribing to a dashboard allows you to receive regular updates on the dashboard metrics and visualizations. You can subscribe via email or connect to your Slack account and choose the channel to receive the updates.
Steps to Subscribe:
Open the dashboard page and click the "Subscribe" button in the dashboard's top left corner.
Enter the email address you want to subscribe to.
To connect your Slack account, click the "Connect to Slack" button and choose the channel you want to receive the updates.
Set the desired frequency for receiving updates by choosing the day of the week, time, and repeat cadence.
Click on the "Subscribe" button.
Once you have subscribed, you will receive a PDF snapshot of the entire Dashboard on the selected channels and frequency. This will help you stay updated with the latest metrics and insights without logging in to Enterpret every time.
Viewing Your Teammates' Dashboards
Sometimes, you might want to access and view the dashboards created by your teammates to gain insights, collaborate better, or stay updated with the team's progress. To do this, follow these easy steps:
Click on the "Saved Items" menu option, which is located on the left navigation bar.
A pop-up will appear with various options. Choose "Dashboard" as the "Type" from the list.
You can browse the available dashboards your teammates created and click on the one you want to view.
Accessing and viewing your teammates' dashboards can foster a more collaborative environment, share insights, and work together more effectively in Enterpret.
Global Filters on Dashboards
Global Filters on Dashboards is an efficient feature that allows you to apply filters to multiple charts and visualizations simultaneously, streamlining your feedback analysis process. It also enables you to create versatile and customizable dashboard templates, which facilitates better collaboration with your team. Here's how you can use Global Filters on your Enterpret dashboards:
Open one of your existing dashboards.
Choose a time-based filter by selecting from the range of durations available.
Note that in some cases, the filter may not apply. If this happens, you'll be informed about what went wrong.
To add more filters, click on the "Add a Filter" button.
You'll be presented with the same set of filters as you would see while building a query.
Select and apply the filter(s) you want to use.
Click "Save to Dashboard" to save the filter.
If you set the dashboard as a template, the filters will apply to the template as well.
