Dashboards and Reporting Overview

Dashboards and Reporting Overview

Dashboards & Reporting Overview

1.1 Purpose of this User Manual

This user manual explains how to use the Dashboards section of Xebo.ai to visualize, explore, and interpret survey data in a clear and consistent way. It focuses on key dashboard capabilities such as creating dashboards, connecting survey data sources, configuring widgets, applying filters, and working with different visualization types so that users can transform raw responses into actionable insights.

The manual is intended for Xebo.ai users who create, manage, or consume dashboards, including analysts, program owners, and business stakeholders who rely on survey findings for decision‑making. It provides practical, step‑by‑step guidance and examples to help users build, customize, and share dashboards so that survey results can be monitored, communicated, and used to drive improvements across their programs.

1.2 Getting Started for Dashboards

1.2.1 Xebo.ai Login

Step 1: Click the link Login. You will be redirected to the Single Sign-On page of Xebo.ai. After successful sign-in, you will arrive at your landing page.

1.2.2 Navigating to Dashboards

Step 1: Click  the Dashboards tab from the navigation header.

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Step 2: You will be directed to the Dashboard page.

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