How to Use End-User Personalization to Customize Your Analytics Dashboard [VIDEO]

end user personalization

Analytics dashboards are powerful tools for data analysis and insight discovery. But generic, one-size-fits-all dashboards rarely meet all users’ needs. This is where end-user personalization comes in handy within Qrvey’s embedded analytics solution.

End-user personalization allows different types of dashboard users to customize the view for their preferences and use cases. Personalized dashboards improve relevance, ease of use, and accessibility for casual business users.

Demo of End User Personalization Capabilities

Qrvey’s embedded analytics platform includes robust end-user personalization capabilities within its embedded data visualization components. Let’s see them in action through a demo in the video below. You will see:

Viewer Level Access

Viewers represent casual dashboard users. They can:

  • Apply custom filters on data to limit the view to what’s relevant for them. For example, filtering to a certain region or product category.
  • Customize column sorting in tables and charts to surface key relationships in the data.

Crucially, any filters or sorting a viewer sets will persist when they log back into the dashboard later. So the customized views remain intact over time without needing to constantly reapply preferred settings.

Editor Level Access

For users that need deeper control, Qrvey enables editor access. Editors can fully customize:

  • The layout and structure of the entire dashboard by adding, removing, rearranging, and resizing visualizations.
  • The underlying data sources are tied to each chart.

Like viewers, any structural changes an editor makes will persist upon their next login session. So they return right back to “their version” of the dashboard. No more wasting time making piecemeal tweaks every time they want to analyze data.

Enable Easy Revert to Original Dashboard

While personalization empowers users to shape dashboards to their needs, it runs the risk of creating a disjointed experience if taken too far.

To address this, Qrvey includes a simple revert icon in the dashboard menu. With one click, any editor can restore the shared dashboard to its original state. And any viewer can clear their custom filters and sorting to get a clean slate.

There’s no need to worry about adversely impacting colleagues with dramatic dashboard changes. And reverting takes seconds, with no complicated rollback procedures.

Key Takeaways and Benefits

End-user personalization promotes:

  • Improved individual user experiences matched to specific preferences and questions.
  • Reduced reliance on data specialists for basic updates like filters or charts.
  • Empowered casual users through easy DIY customization and embedded analytics.
  • An overall culture of data-driven decision-making based on personalized insights.

Learn more about how to implement end-user personalization with Qrvey.

Ready to enable end-user personalization for your analytics needs? Let’s talk and we can get you started with a free trial of Qrvey to build customizable dashboards your whole company will use and love.

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