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Create a custom dashboard and custom widgets for custom surveys

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Introduction

This guide provides step-by-step instructions for those customers who want to track custom survey responses on a dashboard.

You can create a custom widget to track custom survey responses. SolarWinds recommends creating a custom dashboard for custom surveys, and then creating a custom widget, but a custom dashboard is not required. If you choose to create a custom dashboard, you can add multiple widgets to it.

Step 1: Create a new dashboard

  1. Navigate to your dashboard .

  2. From your dashboard, click the ellipsis icon and select Save as New.

  3. Name the new dashboard, for example, Survey responses, and click Save.

  4. To delete any existing widgets you don't want on the dashboard, click the ellipsis icon in the upper right, and select Close this widget from the dropdown menu.

Step 2: Create a custom widget

  1. With a dashboard open, click Add Widget in the upper right. The Add Widget is displayed on the left pane.

  2. At the bottom of the pane, click + Blank Widget. The Edit Widget pane is displayed. Here you can configure your widget.

    1. Create a title for the widget, for example, Survey responses.

    2. Set the view limit to any number from the dropdown to identify how many entries will display.

    3. If you select the view mode as List, set the font size to Small or Responsive.

      1. Small keeps the font the same size no matter the size of the widget.

      2. Responsive makes the text larger or smaller depending on the size of the widget.

    4. Set the Group by option. You can use system fields or custom fields here. A commonly used option is Assigned to.

  3. Select the Filters tab, and then select the custom fields you want to filter by. For example, if you've created a custom field for your survey that asks your customer for a reason for a low rating, you could filter your widget data by that field.

  4. After you've added your filter, return to the Widget tab to select a View results option (List, Pie chart, or Bar chart).

  5. Click Update to save the dashboard with the widget(s).

You can add multiple custom widgets to any dashboard.

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