Selecting surveys

Select one or more surveys to include in the source data for your dashboard.

You can add surveys when you are creating your dashboard, or return at any point and add them by selecting Data Management from your dashboard. You can add as many surveys as you require.

1. Do one of the following:
   • If you are creating a new dashboard, follow the steps in Create a dashboard until you get to the Data Selection page.
   • If you are adding surveys to an existing dashboard, open the dashboard from the Dashboards page and click Data Management.
2. Select the Data Selection tab, and then select Profile Variables.
3. Locate the survey, or surveys, you want to include and click the checkbox to the left of each survey to add.
   • To search for a survey, enter all or part of the survey name in the search text box.
   • Sort the surveys listed in descending (A-Z. This is the default) or ascending (Z-A) order by clicking on the Survey Name column heading.
   • Browse through multiple pages of surveys, if applicable, by clicking the page numbers at the bottom right of the Surveys table. You can also adjust the number of entries displayed on each page by selecting 10 (Default), 20, or 50 items from the Rows per page drop-down list.
   The surveys you have added are listed in the Selected Data panel.
4. If the selected surveys are the only data sources you need for your dashboard, click Done.
   You can also continue with the data selection process by adding any of the following:

   • Touchpoint
   • Profile variables
   • Data tables
   • User-defined fields