Create new dashboard

Create a new dashboard to analyse employee survey results. This dashboard will organise and display key data points from the survey, making it easy to track employee feedback, identify trends, and gain insights into overall satisfaction and areas for improvement. It will be a central hub for visualising survey data and generating reports.

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• Go to: Users can reach the Portal landing page from workforce >> Analytics and Click on + “Add Dashboard”



• In the "Add Dashboard" pop-up, enter a name for the dashboard. If you want to give it global access, check the box. If not, leave it unchecked, and it will be set to private by default and then click on “Create” to create a new dashboard.
• Manager will have read-only access to the global dashboard widgets. This means they can view the widgets of global dashboard but cannot modify or edit them. They will be able to download the reports. In the dashboard, users can see different widgets and analyses. Only the author or admin can edit or delete a widget; other users cannot. However, users can download the data.



• To create a new "Private" dashboard, click on "+ New Dashboard." Name the dashboard, but do not click or check the Global box. Then, press "Create."