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To start working with Dashboards, create a New Dashboard from scratch, select the Data Source for it and proceed to the Edit Dashboard page, where you will be able to create Charts and configure Dashboard Filters.

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10 steps to get started with Dashboards


Create New Dashboard

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To create a New Dashboard from scratch, click the Create Dashboard button located at the top of the List of Dashboards pane:  

Enter a Dashboard Name and Add Data Source. Without these parameters, a dashboard cannot be created.

Dashboard Name and Title

The Dashboard Name must be unique within the account. This name is used to display the dashboard in the list of dashboards and search results. Once the dashboard is created, you will be able to edit its Title, which dashboard viewers will see. The title does not have to be unique. By default, the Dashboard Name is used as the Dashboard Title when the dashboard is created.

Data Source

The Data Source is one of the forms/surveys located in your account, from which you would like to build a Dashboard. 

When adding a Data Source, you will see the list of all folders and forms/surveys sorted alphabetically. Subfolders are displayed on top. Use Search sources to find a form/survey; you may search by its name or ID. Next to each form/survey name, you will see the number of responses collected (In Progress and Completed). Once the Data Source is selected, it becomes highlighted in yellow and a radio button next to it becomes selected.

Click Create Dashboard to proceed to the Edit Dashboard page.

Click Cancel to exit the Create Dashboard pane without saving your changes. 

Edit Dashboard Page

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On the Edit Dashboard page you may edit the Dashboard's Name and Title, select Design color palette, add Charts and Filters, and organize Dashboard content.
It consists of the Dashboard Body - the area where you may position, resize and organize charts, and 2 panels on the right: Edit Dashboard and Data Source

Dashboard Body Area

In the Dashboard Body, you can edit the Dashboard Title by clicking the pencil icon, add a new chart via the Add Chart button, and set up its size and position on the Dashboard.

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Once charts are added, you may resize them on the dashboard, and drag and drop to reorder:


To resize the chart, select its bottom right corner, and move the mouse to make it smaller/bigger.

Each chart has a panel on top with three options: Edit Chart, Make a copy and Delete. This panel appears when you hover over a chart.

To edit it, click the Edit Chart button or select the chart on the Dashboard Body:

To copy, click the Make a copy button on the top Chart Panel, or at the bottom of the Edit Chart panel:

If the Chart width is narrow, the Make a copy button will be presented as follows:


Edit Dashboard Panel

The Edit Dashboard panel contains general information about your Dashboard, such as the Dashboard name, Data Source, Design and Filter tabs. From this pane you can select colors for a Chart Palette, configure Data and User filters, preview the Dashboard you’ve created via the Preview button or Publish it for viewers:

Edit Dashboard panel is displayed when you enter the Edit Dashboard mode and is replaced with the Edit Chart Panel once you start working with a chart. To return to it, just click the Dashboard link at the top of the Edit Chart panel, or click outside the chart boxes on the Dashboard Body Area. 
The Edit Dashboard panel consists of 3 main tabs: Design, Data Filters and User Filters.

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At the top of this panel, you can edit the Dashboard's Name by clicking on the pencil icon next to it. This name must be unique. To return to the list of existing Dashboards, use button.

The Data Source information shows the form/survey, on which this dashboard is based.

The Design tab is the first tab on the Edit Dashboard panel. There you can specify the color palette for all graphic charts. 

There are two types of Filters which can be added to your Dashboard. On the Data Filters tab you can add filters that will define which information is displayed in your Dashboard. On the User Filters tab, you may add different types of filters which will allow the dashboard viewer to show information, relevant to him. More information about viewer filter types can be found in the User Filters chapter.

Click the Preview button at the bottom to open the dashboard for preview in a new tab.

Click the Publish button to go to the Publish panel where you may find the Dashboard link, set up access to the Dashboard, and publish it to the Online Portal for selected contacts. For more information on publishing options, please visit the Publish Dashboard help chapter.

Data Source Panel

The Data Source panel is located to the right of the Edit Dashboard panel.  It displays questions, answer options, columns and some system information associated with the form/survey that you’ve selected as a data source for your Dashboard. This data is used to set up charts and filters.

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Clicking a collapsed panel opens Data Source panel:

Click the Collapse Panel link at the top to collapse it:

The Data Source panel consists of the following elements:

  • Search option - Search questions and answers within the selected form/survey. You can also search for Question and Answer identifiers.
  • System Fields - A list of form/survey special fields, such as Submit Date, Response ID, Response Status, Email, etc.

     List of System Fields

    Response ID -  Response ID assigned by the system to each individual respondent. It can be saved into one of the form/survey fields with the help of the Respondent ID Saver plugin.
    Response Label -  Response Label generated for respondent per formula on the form/survey Settings page.
    Response Status - Status of the Responses can either be In Progress (respondent has not finished to fill out the form/survey) or Completed (a respondent has completed a form/survey and pressed the Submit button).
    Code - The password or unique code assigned to the respondent when the form/survey is launched via Password protection method, or the respondent email address for the forms/surveys launched via email
    Create Date - Date and time when the respondent record was created.
    Submit Date - Date and time when the respondent record was submitted.

     List of Task Properties

     If your form is attached to the Task Definition, a list of Task Properties will appear on the Data Source tab. These Task Properties can also be used to set up charts and filters.


    Task assignee - The contact, to whom the task was assigned.
    Task creator - The contact, who created the task.
    Task create date - The date when the task was created.
    Task update date - The date when the task was updated.
    Task due date - The date when the task is due.
    Task status - The task status label.
    Task summary - The name of the task.
    Task description - The description of the task.

    COUNT is the only function that can be applied when Task Properties are used as Chart Values.

  • List of Form/Survey Questions - Questions, answer options and columns present in the selected form/survey that may be added to Charts and Filters




The questions on the Data Source panel appear in the same order as in the form/survey. You can add an answer option, column or cell to the chart without adding the whole question. To do so, click the question to expand the list and then select the desired item:

Dragging from the Data Source Panel

 To set up a chart or filter, you need to drag the questions, their elements, or system fields from the Data Source panel to a corresponding field on the Edit Chart or Edit Filter panel. Please refer to the screenshot below:



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Depending on the chart and filter type, you can drag different questions. Those that can be used in the chart or filter will have the following mark next to them:


In some cases, you might not be able to add the whole question to the chart or filter; only its elements. Click the question to see the elements that can be used for creating a chart or filter.