Dashboard settings provide you with the tools and configurations that help you collaborate with your stakeholders, both the users on the Xebo.ai platform and external users. 

We will be going over the following tools: Comments, Languages, Themes, Dashboard View and Export.

4.1 Comments

Comments function in Dashboard is a way for you and your team to interact with each other and give feedback on the widgets. Rather than drafting mail every time to communicate regarding Dashboard, you can directly comment on the widget and interact. 

You can make your comment public or private. If your comment is private, only the ones tagged in the comment are able to see the comments, ensuring that your comment is only visible to the concerned person. This acts as the tagging feature that users use with social media platforms.

4.1.1 Adding a Comment

Step 1: Navigate to a dashboard page and click the Comments button to add a new comment or view existing comments.

Step 2: Select the visibility: public or private. You can also tag other dashboard users using @. 

Step 3: Once you have finalized the comment, click Submit.

4.1.2 Replying to a Comment

Step 1: For an existing comment, click the Reply button to draft a response.

Step 2: Draft a response and click Submit to add a reply to the selected comment.

4.1.3 Mapping or Linking a Comment

Every posted comment is classified as unmapped — it appears on the dashboard but is not linked to any specific widget. Users can now map the comment onto a particular widget for future understanding.

Step 1: Select the comment from the Unmapped Comments list which you wish to map to a specific widget.

Step 2: Click the options button and select Map. Once you do that, select the widget onto which you wish to Map the comment.

4.1.4 Managing Comments

Once a comment is posted, you can Map it to a widget that would allow other users to understand where the comment hints at. The other options available are — Edit the comment, delete the comment and make the comment private.

4.2 Languages

The languages option in the Dashboard allows you to add multiple languages to your dashboard. Xebo.ai offers you a chance to translate and upload the file, translating the dashboard to the selected language. 

4.2.1 Add a Language

The steps to adding a new language are as follows:

Step 1: Go to the Dashboard and enable the edit mode.

Step 2: Click the Languages button and select + Add New Language.

Step 3: Select the language you wish to add to the dashboard.

Step 4: Download the language template. The template consists of fields of default English language which the translator needs to manually add the translations into the template file to be uploaded back on the dashboard.

Use the Auto Translate File option to automatically translate fields in the downloaded template. This reduces manual effort and lets you focus on reviewing content before re-uploading the file.

Step 5: Click Upload Translation to upload the updated file, then click Save once the upload is complete.

4.2.2 Modifying a Language

Remove Language

Under the languages section, you can remove the languages you have added. Click the options menu and click Delete to remove the language from the dashboard.

Disable a Language

You can disable a language you have added to your dashboard. Click the Hide button to disable it.

Edit a Language

Once uploaded, you can edit your updated translation file. To do so,

Step 1: Click the Edit button for an added language in the options menu.

Step 2: Follow the same procedure for downloading the template and upload the updated template file.

4.2.3 Selecting a Language in Live Dashboard

Once you have added multiple languages to your Dashboard and you share your Dashboard with other users, they are able to toggle between the languages by accessing the drop-down option on the top right of the page.

4.3 Share Restrictions

4.3.1 Manage Restrictions

The manage restriction section is a part of sharing feature of the dashboard. Using the Manage restriction option, you can put up restrictions on the dashboard you have shared. When you share the dashboard with other users, you can either share it completely or put up restrictions, that would limit how much of the dashboard is shown to the user.

The Manage Restrictions section lets you define each restriction and specify which data or pages it hides. You can also manage the setting of the restriction. We will explore every feature in detail below.

Creating a Restriction

Step 1: Click the Share button on the right-hand side of the dashboard and click Manage Restrictions.

Step 2: Click Add Restrictions to create a new restriction rule to be applied for sharing with users.

Step 3: Create a suitable name for the restriction and select the restrictions you want to apply. The following restrictions are applicable:

• Data Restriction – Specify the variable, combined variable, group variable or metadata you wish to exclude to be visible to the user.
• Page View – Specify the pages you wish to restriction from the user.
• Settings – Disable additional configurations such as dashboard auto-refresh, exports and export history.

Step 4: Click Save once restrictions are configured as per requirement.

With our dashboard feature, you have two types of restrictions available. One restriction is simply based on the page view, and it would either show or hide the page from other users based on restriction. 

The second type is data restriction, which limits the data that is shown to the user. In this, you create an equation and every data set under the equation is restricted to the user with whom you share the dashboard with restriction. This acts as a filter to data shown once shared.

4.4 Themes

Users can customize the theme of the dashboard to meet their design requirements and brand colors. To access Themes,

Step 1: Click the Edit Mode button to make modifications to the dashboard.

Step 2: Click the Themes button which will open the dashboard theme editor.

Select the preset themes or create new ones. You can edit the themes by clicking on the Edit button.

4.4.1 Creating a Theme

With Xebo.ai’s dashboard, you can create a new theme that goes with your brand identity. You can select your own font, color and customize the theme features within minutes to create a unique dashboard for your survey results.

The steps to creating a new theme are as follows:

Step 1: Click + Create New Theme

Step 2: Enter the name of the theme and customize the features. 

Step 3: Click Save to add it to the list of Custom Themes.

Step 4: Select it from the list of Custom Themes to apply it to your dashboard.

Theme Customization Available

Page Settings

• Page BG: Customize the background color of the Dashboard page.
• Header BG: Customize the color of the Header of the dashboard
• Header Text: Customize the font color and size of the header.
• Image Background: Using this feature, you can add an image to your dashboard page as a background. Either you can add a web URL or add an image from your library.

Widget Settings

• Background: Customize the background of the widget. You can change the color of the empty space in the widget.
• Header BG: Customize the color of the header of the widgets in the dashboard.
• Header Text: Customize the color and font of the header text.
• Header Font: Change the font of the header text.
• Tooltips: Customize the font size of tooltips. Tooltips are the data and text displayed when you hover on the widget.
• Font Family: Customize the font of the widget.
• Transparent: Turn widgets background to transparent. Useful if you want to show your dashboard background in the widgets too. For this feature to work, you need to remove the widget background.
• Border: Add a border in every widget for separating each widget.
• Response Count: Change the color of the response count shown in the widgets.

Font Family

Customize the font of the text shown on the Dashboard including text on icons and buttons..

Visualization Settings

Allows you to customize and add more color options which will be used in the widgets to represent different answer choices.

4.4.2 Modifying Themes

Delete a Theme

You can remove a theme you have created by following these simple steps:

Step 1: Go to the Themes section of the dashboard.

Step 2: Click the Delete icon beside the theme you wish to delete.

Step 3: Click Yes on the confirmation popup to delete the theme.

4.4.3 Dark Mode

Apart from the theme customizations available, Xebo.ai provides you with the ability to turn the dashboard into dark mode. This contrasts well with your existing themes, allowing your dashboard a new look and feel that’s easier on the eyes for both while building the dashboard and presenting to your stakeholders. To enable dark mode,

Step 1: On the themes section, toggle on the Dark Mode setting.

Step 2: Your dashboard will now be transformed into dark mode.

4.5 Dashboard View

This feature in the dashboard allows you to pick and drop widgets to rearrange. This view can be customized for both the desktop and mobile variants of the dashboard.

To customize the dashboard view, follow these steps:

Step 1: Click the Edit layout button and select the device for which you wish to edit the layout of the dashboard. The options are Desktop and Mobile.

Step 2: Once you have selected the device, then the drag and drop option is available to you. Once you have finalized the layout, click the Save button to save the changes.

4.6 Export

Export capabilities let you download the dashboard as PNG, Excel, PDF, or PPT, or schedule automated reports. The export functionality works on both the widget and dashboard level.

4.6.1 Export on Widget-Level

You can also export a widget rather than having to download the entire dashboard.

Just go to any widget you wish to export and click the options button, available on the side. Select the format in which you wish to Export, and the download begins automatically.

The following export formats are supported for widgets:

• PNG Export: Exports the widget in the form of PNG image format.
• PDF Export: Exports the widget in a PDF format.
• CSV Export: Exports the widget’s data in a comma-separated value text file.
• PPT Export: Exports the widget in a PPT format.
• Raw Data Export: Exports the widget’s survey response data in the form of an excel file. Based on the underlying data, raw data export may include additional columns such as sentiment data.

4.6.2 Export on Dashboard-Level

The Xebo.ai platform provides comprehensive export capabilities at the dashboard level, allowing users to export dashboard data and reports in multiple formats. 

The export menu is accessible via the download button in the right sidebar of the dashboard view while Edit Mode is toggled OFF.

The following Export options are available for the selected dashboard page:

• Excel Export: Export dashboard data and visualizations in Microsoft Excel format. The export respects any applied filters and current dashboard selections
• PDF Export: Generate a PDF report of the current dashboard page for presentation, distribution, and archival purposes.
• PPT Export: Export dashboard page content directly into Microsoft PowerPoint format for presentation purposes.

• Export History: View all past widget-level or dashboard-level exports that were made. When clicking on Export History, a modal dialog opens displaying the export history table providing complete audit trail of all past dashboard exports and allowing users to re-download previously generated files.

4.6.3 Report Scheduler

A report scheduler allows you to create scheduled, automated dashboard reports that are generated and distributed at regular intervals to specified email addresses. It is useful when you want to share weekly performance summaries directly into your inbox or deliver monthly reports without manual intervention.

To create a report scheduler, follow these steps:

Step 1: On the Export menu, click Report Scheduler to begin creating a scheduled report.

Step 2: Select the dashboard pages which you want to include as part of the report. You may select multiple pages.

Step 3: After adding a page, select it from the Selected Pages and Widgets list, then choose the widgets to include. Multiple widgets can be selected per page.

Step 4: Click Save & Proceed once you have selected the required widgets and pages. 

Step 5: Enter the report name and scheduler frequency for when the report needs to be delivered. You can modify the time at which the report will be delivered using the Time field.

Step 6: Check or uncheck the relevant options. The options include:

• Import Restrictions: If a dashboard is shared with the users including restrictions, the restrictions will also be part of the report that is sent out to the user.
• Import Logo: Imports the dashboard logo into the report.
• AI Summary: Include a summary at the beginning of the report.

Step 7: Select the Report Type. The options available are CSV, XLSX, PDF and Email Body.

Step 8: You may apply a time range filter on the report as well. Select the date on which you wish to filter by time range.

Step 9: Click the drop-down arrow to select the account users to which you wish to share the report with. The report will be delivered to their email addresses.

Step 10: For Email Body report type, configure the Email Subject and Email Body accordingly. Click Save to confirm all changes and create your scheduled report.