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What’s New

Qrvey 8.7
Version 8.7 of the Qrvey platform is now available to customers! This version includes new features including area charts, the ability to pivot and export data, as well as numerous bug fixes and performance improvements.
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Qrvey 8.6
Version 8.6 of the Qrvey platform is now available to customers. This version includes several new feature enhancements and performance improvements.
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Required Update for 8.5.1
Attention 8.5.1 customers: for any 8.5.1 instance deployed prior to 08/05/2024, an update is required to ensure you are running the latest images.
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Qrvey 8.5
Version 8.5 (LTS) of the Qrvey platform is now available to customers. This version includes several new features and performance improvements.
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End-of-life Schedule
We've added a new article that lists the features and endpoints that have been scheduled for deprecation. All features and endpoints will be supported for (1) year after the release date of the LTS version that contains the alternative.
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Version: 8.7

Personalizing Your Dashboards

Overview​

While working within the host application, you may have control over the different components and settings inside a dashboard, depending on the permissions granted to you by the Composer of the dashboard. For example, you may have the permission to modify the position of the charts as you wish, remove the charts you don’t want to see and change a chart from one type to another. All of these personalizations are available only to you - the person who made the changes - and do not affect the original version of the dashboard, or the personalized versions that any other users may have created for themselves. You can also revert the changes that you made to a dashboard to see the original content created by the Composer and later jump back to your personalized version at any given moment.

This article describes these personalization options and how they can be performed.

Personalizing The Page Layout​

In order to change the size or position of the page content, or to add or remove content, click on the three-dot menu at the bottom-right corner of the page. This exposes all possible options - usually, the options to Download the page, Restore Original, Edit, or the X icon to close the menu.

Clicking the Edit icon will take you to the edit mode, where you can move panels around, resize them, remove any chart from the page, or choose other charts from under any dataset to add to the page. The options of adding and removing filters, as well as downloading each chart or the entire page, are also available in this mode.

While in edit mode, you can also select any of the pages as your homepage. This setting will be used every time you log into the application, in the future. The selected homepage can be reverted back to the original homepage at any given time.

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Once you are done with editing the page you can either save your new, personalized version by clicking on the Save icon on the bottom-right corner of the page or discard your changes by exiting the edit mode without saving.

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Personalizing The Charts​

If you want to personalize any of the charts, simply click on the dotted menu at the corner of the chart panel to find and click on the Edit option. This action opens the Chart Builder/Editor where you can change your chart’s configuration or even its type. For more information, see Chart Builder.

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Personalizing The Filters​

New filters can be added and existing ones can be modified either from the filter access point or the chart panels in edit mode or the interaction mode. These filters will be saved to your personalized version and only affect your analytics. Every time you log back into the application, you will see your saved filters.

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Going Back To The Original Version​

If you want to restore the original version of the page, simply click on the dotted menu to find the Restore Original option. This action reverts the page to the version that was created by the Composer. You can always go back to your personalized version by repeating the same action.

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Other Personalization Features​

Any option that is used on the page either affects your personalized version or takes it into consideration. For instance, using the fit to size icon on the chart panel - where applicable - changes the settings of the chart panel and the new settings are stored as part of your personalized version. Also, any download, either from the chart panel or the entire page, will be of your personalized version of the page and with your own filters applied.

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