- Getting Started!
- Building EX Surveys
- EX Metrics
- EX Dashboard
- EX Dashboard Settings
- Analyze your drivers
- Good to know
- Getting Started!
- Why Sogolytics
- Getting Started with Sogolytics
- Tour
- Home
- Verify My Account
- Account Creation
- Introduction to Packages
- Mobile App
- Design
- Introduction to Project Design
- Project Types
- Create a Project
- Question Types
- Question Types
- Add a Question
- Mobile Friendly Questions
- Edit a Question
- Introduction to Simple Question Types
- Introduction to Grid Questions
- Horizontal Radio Button
- Descriptive Text
- Text Box
- Radio Button (Single-Select)
- Drop Down
- Check Box (Multi-Select)
- Demographic
- Rating Scale
- Symbol Rating Scale
- Like/Dislike
- Ranking
- Date
- Image Choice
- Net Promoter Score (NPS)
- Multiple Text Box
- Multiple Drop Down
- Radio Grid
- Check Box Grid
- Rating Radio Grid
- Rating Drop Down Grid
- Rating Scale Grid
- Matrix Grid
- Advanced Questions and Elements
- Page Break
- Captcha
- List Box
- Rating Drop Down
- Rating Radio Button
- Attachment
- Numeric Allocation
- Drill-Down
- Signature
- Re-use Questions and Answers
- Advanced Design Options
- Project Logic
- Page Action
- Project Tools
- Project Options
- Save Continuously
- Question Sequence
- Introduction to Project Options
- Project Details
- Add Languages
- Anonymous Project
- Display Options
- Event Messages
- Save and Continue Later
- Thank You Message
- Reopen Submitted Responses
- URL Redirect: Static and Dynamic
- Print Options
- Expiry Rules
- Switch Project Type
- Use Chain Invitations to Share Surveys
- Enhanced Participation
- Automatic Email Alerts
- Question Features
- Project Branding and URL Customization
- Project Customization
- Good to Know
- Distribute
- Introduction
- Publish Project
- Other Publishing Options
- Automated Distribution
- Invitation Templates
- Contact Lists
- Reminders
- Customizing Participation
- Good to Know
- Directory
- Participation
- Track
- Report
- Introduction to Reports
- Run a Report
- Omni All in One Report
- Text Analysis
- Frequency Reports
- Individual Responses
- Raw Data
- Special Reports
- Legacy Reports
- Charts and Graphs
- Save, Export, Share Reports
- Filter Manager
- Good to Know
- Custom Dashboard
- Introduction to Custom Dashboard
- Build Your Custom Dashboard
- Widgets
- Filter
- Segmentation
- Data Management
- Privacy And Compliance
- Integrations and API
- Account Administration
- Account Settings
- Account Settings
- Update Personal Information
- Update Company Information
- Account Notifications
- Review Account Usage
- Customize Survey Labels
- Project Allocation
- Linked Account
- View Product Details
- Referral Program
- Payment History
- Billing Information
- Two-Step Authentication
- Account Security
- Recent Account Activity
- Single Sign-On (SSO)
- Outbound Email Settings
- Compliance
- Email Settings
- Project Branding
- Manage Sub-Users
- Good to Know
- Billing
- Introduction
- Sign Up and Upgrade
- Acceptable Payment Methods
- Upgrade a Paid Account
- Payment Receipts
- Change Billing Information
- Upgrade Using Purchase Order
- Referral Benefits Program
- Sogolytics Plans
- Payment Methods Available
- Failed Payment
- Switch to Annual Billing
- Upgrade a Free Pro or Tral Account
- Sign Up for a Paid Account
- Sogolytics Standard Support
- Downgrade or Cancel Account
- Poll Project
- Good to Know
- FAQs
- Getting Started!
- Building CX Surveys
- CX Metrics
- CX Dashboard
- CX Dashboard Settings
- Analyze your drivers
- Good to know
- Getting Started
- Account Set-up
- Account Administration
- Introduction to Account Administration
- Managing Users
- User Groups
- Landing Pages
- Tab Editor
- Critical Alerts
- Enable Browser Based Notifications
- Customer Feedback Preferences
- Turn Emails into Dialogues
- Account Activity Log
- Define Dialogue Aging
- Create Tags
- Comparison Overview
- Raise a Dialogue with Sogolytics
- Safelisting
- Inbox
- Dialogues
- News
- SogoConnect Dashboard
- Campaigns
- Help
- Getting Started!
- Assessment Question types
- Score and more
- Quiz participation
- Get Results
Your Custom Dashboard offers several Widget Options that allow you to easily manage and customize your widgets. Using these options, you can modify settings, apply filters or segments, duplicate widgets, download them, and more. These options can be accessed from the three-dot menu located at the top-right corner of each widget.
Edit
This option is available for all widget types. When selected, it opens the Widget Settings for the respective widget, allowing you to modify its configuration and update the widget as needed.
Filter
This option allows you to apply filters to a specific widget. The filters applied through this option can also be saved and reused for the same widget in the future.
Segment
This option allows you to apply segmentation to a specific widget. While saving the segmentation applied using this option, you can choose to apply the same segment settings to all widgets that use the same data source by selecting the Apply to All option.
Duplicate
Use this option to create a duplicate of the widget with the same properties and data. This is useful when you want to create another widget based on the same data while making only minor changes, such as applying different filters.
Download
This option allows you to download a specific widget in PDF, PNG, JPEG, or Excel format.
The following special characters ” / , \ : * | < > \ @ will be omitted from widget file names when they are downloaded. Additionally, a unique system ID will be appended to the widget file name.
Remove
This option allows you to remove a specific widget from the dashboard.
Fullscreen
This option appears next to the three-dot menu when you hover over the widget. It allows you to expand the widget and view it in fullscreen mode for better visibility.
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