End User Personalization

Each element that is created in Qrvey Composer is ultimately for the benefit of an end user. In some cases, the Data Analyst persona might be the same as the end user, and in other cases they might be different people. However, in all cases, the permissions and interactions with the content are different between the two personas: Data Analysts create content that End Users interact with.

At the same time, different users can have different needs: Some prefer one chart over another. Some might like their dashboards to be filtered a certain way. Still, others might prefer their panels to be a different size or charts use different colors for added clarity.

All of this, and more, is possible through the End User Personalization feature. If enabled and properly configured, end users can control over the content that is available to them. This includes changing the layout of the page, swapping in or out charts that they want to see on their dashboards, as well as changing the chart types and filters. They can also revert to the original content if they wish to do so.

Personalization does not affect the original content that might be available to a larger group of users. As a result, the same dashboard that can be accessed by different users can look very different for each of them and have little resemblance to the original.

End Users have to be authenticated in order for the personalization feature to work. This ensures that their settings are stored and can be accessed across different devices.

Through the User Management feature in Qrvey Composer, Data Analysts can decide which pieces of content to show or hide to which group of users. If you embed the Dashboard View widget in your product, Software Developers can enable or disable the options that are available in the widget for the authenticated end users to enjoy. All available options and personalization features inside the Dashboard widgets can be turned on or off in any combination desired.

Personalize Page Layout

In order to change the size or position of the page content, or to add or remove content, select 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.

Selecting the Edit icon opens the layout 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 is used each time you log into the application. The selected homepage can be reverted back to the original homepage at any given time.

When you are done with editing the page you can save your new, personalized version by selecting Save in the bottom-right corner of the page or discard your changes by exiting the edit mode without saving.

Personalize Charts

To personalize a chart, select the three-dot menu at the corner of the chart panel, then select Edit. 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.

Personalize 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 are saved to your personalized version and only affect your analytics. Each time you log back into the application, you see your saved filters.

Restore the Original Version

To restore the original version of the page, select the three-dot 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.

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, includes your personalized version of the page with your own filters applied.