Dashboard views
Cory Brown avatar
Written by Cory Brown
Updated over a week ago

Dashboard views are your shortcuts to efficiency.

Imagine having the ability to save specific configurations of pages, complete with all your chosen filters and date ranges. That’s what views offer - a way to bypass the repetitive task of setting up your dashboard from scratch every time you need to analyze data in a specific context.

Creating or saving a view

Creating or modifying a view is a straightforward process:

  1. Begin by adjusting the filters or date range on your survey dashboard to suit your analysis needs.

  2. Upon making changes, a Save filters button will promptly appear.

    • Opting for Save changes to the existing view will update the view you’re currently working on with the new settings.

    • Selecting Create new view lets you start afresh, assigning a new name and saving a different configuration under the same survey dashboard.

Views nest under their parent survey dashboard, creating a structured hierarchy that mirrors different analytical perspectives of the same data set.

Note: In your Simplesat account, views are shared globally. This means that any view you create can be seen by all users on your account.

Editing and deleting views

Refining your analytical perspective is part of the continuous improvement process in data analysis:

  • Editing a view’s filters or date range is as simple as making the changes and saving them to the existing view via the Save filters button.

  • While renaming views directly isn’t an option, a practical workaround involves creating a new view with the desired name and removing the outdated one.

Tip: Frequent review and cleanup of your views can help maintain a clutter-free analytical environment, ensuring that only the most relevant and up-to-date perspectives are at your team’s disposal.

To remove a view that no longer serves your needs, look for the three-dot icon at the dashboard's top right. Selecting Delete view from the menu will remove the view from your collection, helping to keep your analytical space focused and efficient.

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