How to Add a Widget

Haven’t created a Dashboard yet? Start here! When you’re ready to add widgets, follow the steps below.:

1. From the menu on the left, select the widget of your choice and drag it onto the canvas on the right.
2. After dropping the widget onto the canvas, choose the desired project from the ‘Select Project’ dropdown.
3. Next, select the data you’d like to display in this widget, choosing from Question, Metadata or Directory:
   • Question: This option will display response to a specific question in your project.
   • Metadata: This option will display project metadata, such as completion time, language or channel of participation, or response rate or trend.
     
   • Directory: This option will display response distribution for contact or activity fields based on responses collected from a Custom Directory.
4. Title: It’s a good idea to change the widget title to make it easier to read at a glance. By default, the title will be the same as the selected question/data.
5. Data Display: Customize the visualization with Graph or Trend options here.
6. Advanced Settings: Customize how your widget will be displayed with advanced options like sorting, adjusting the legend position, showing an overall metric to compare to other segments, and displaying (or not!) answers with no responses, ‘Did Not Answer’, Incomplete, or Total Responses.
7. Apply Filters or Segmentation to your widget as needed. (If you’d like to apply filters or segmentation to your entire Dashboard, use the icons up in the top right of the Dashboard to make changes to all widgets at once.)
8. After customizing the widget to meet your needs, click ‘Save,’ and the widget will be displayed on the Dashboard.