Dashboard tab
Dashboards provide role-based summary reports to your users, and are typically the first thing users see when they log in. Every parent dashboard contains one or more child dashboard modules, which are the tables, charts, graphs, and so on that present data to users. For example, you can use dashboards to highlight the most important information for every role, focus on the most important feedback and monitor metrics, and showcase opportunities for improvement.
The Medallia Mobile dashboard presents a subset of the same reports available to the user on Medallia Web reporting.
By default, Medallia Mobile includes one or more dashboards that contains one each of these modules:
The dashboard is accessible to all roles that have Medallia Mobile enabled, and shows data appropriate for those roles. Administrators can update this dashboard and other mobile reports in Admin Suite. For more information, see Reporting.
Screen mode
If you are using Mobile Hybrid mode, when accessing your Medallia Mobile dashboard, a compact view of these modules is displayed:
- Dial
- Scores Over Time
- Alerts module
- Dashboard Ranking
- Benchmark Over Time
- TA Topics/Themes Top and Bottom
The compact layout displays a list of configured reporting modules in your dashboard with their main scores and metrics. To expand or collapse the view of modules, tap the arrow next to the module name or More. To navigate to the right or left of the module, tap the
arrows in the columns.
To view a module in landscape mode and in full screen mode, tap Full screen.
Filters and controls
Most reports have a Control panel at the top of the screen that allows users to filter and organize the data shown in their reports. For more information, see Filters and control panels.
The Dashboard tab includes these filters and controls:
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Saved filters — Includes a list of your saved filters.
Note: Saved Filters may include filters that do not apply to a current report. -
Control panel and filters — Let you filter and organize reporting data.
Tap Filters to open the Filters dialog, which lets you filter the data in the dashboard.
To narrow down the report, tap a filter option. On the next screen, you can either enter words or values in the search box at the top of the screen or tap the filter options to expand them, and select the filter of your preference. Finally, click Run. For example, this image shows the Question filter option which, in turn, has been narrowed down to the Likelihood to Recommend option:
To save your filter options of preference, tap Save Filter. You can find your saved filters in Saved Filters. For example:
Custom timeperiod
To customize the Timeperiod filter, follow these steps:
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Tap the Timeperiod filter.
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Tap the Custom tab.
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Enter a custom start and end date, and tap Save.
Optionally, tap Save Filter to save it for later. Then, you can find the saved custom timeperiod filter in the Saved tab, as shown below:
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To filter the current report by the selected custom timeperiod, tap Run.
Share Mobile reports
Roles with either the Forward Response via Email or Forward Response via Email through Medallia Medallia Mobile permissions can share report modules on hybrid mode through preferred channels with anyone.
To share report modules, follow these steps:
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Verify that the Disable PDF/image export property of the module is turned off before your share it.
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Tap
Export at the top of a selected module of your dashboard.
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Select your preferred channel.
Supported applications for sharing PNG images of report modules and links to full reports include:Supported applications Image Link iOS Messages Mail App Gmail Slack Android Messages Outlook Gmail Slack -
Personalize the message.
This image shows an example of sharing a report by Gmail using an Android device. The email includes the module title name in the subject line, the attached PNG image of the report, and the link to the full report.
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Finally, tap
Send.
