Building dashboards

An important phase of the research process is the presentation of results. One of the more engaging ways to present research results is through online dashboards. A dashboard provides a summary of the most important results or findings related to a particular subject in a visual way arranged on a single web page.

Dashboards can be connected to live data that is automatically updated in real-time with results coming from one or more survey projects. You are able to visualize and share key information at any point. A dashboard can be built in a CMS, like SharePoint or WordPress. Using HTML, you can build more complex dashboards. You can also consume data from our API and present it any way you wish.

You can now create custom dashboards using the embed function in reports. It works just like embedding a YouTube video. The embed code will reflect the filters that are set at that moment, which means that you can embed a chart for the same question multiple times, each with a different filter (e.g., a general satisfaction or NPS question for the whole organization next to a chart for each department).

To build a dashboard, follow these steps:

  1. Select the Surveys tab.
  2. Select Analyze > Report with charts.
  3. If necessary, set filters to include or exclude responses from certain respondents. The results will be refreshed. Only the responses are shown that match the selected criteria.
  4. On the chart you want to use in your dashboard, click on the right side above the question and click Share / Embed.
  5. Copy the snippet of HTML code under Embed and paste it in your Content Management System (e.g., SharePoint).
  6. In your CMS, find or create the page where you want to embed the code.

  7. Depending on the CMS you are using, paste the embed code in your page. You cannot add it as text. You need to add it to the HTML or use a embed iFrame function. For instance in SharePoint, follow these steps:
    • Insert a Content Editor web part on the page.
    • After choosing Modify the Shared Web Part, choose Source Editor in the tool pane.
    • Paste the embed code in the window, then click Save.
    • The iFrame content displays in the Content Editor web part.
  8. Repeat the process for each question and each filter you need.

The following is an example of a dashboard built from the embed function:

Dashboard.