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Create legacy charts and dashboards in new Analytics

Learn how to create similar legacy charts and dashboards in new Analytics.

What is the new Analytics experience?

The new Analytics experience improves the flexibility of creating dashboards that focus on areas of interest and visualize the data in each dashboard.

Designed to be more flexible, you can now create dashboards for specific data sets relevant to you with various chart types to help you make sense of the data you're viewing and easily identify trends with the vast customization options. In addition, you can conveniently share the relevant dashboards with your users. Depending on the dashboard type and correct permissions, they can view or manage it as needed.

What you'll need

If your organization still has access to legacy Analytics, you can create a dashboard using the "From Legacy to New" dashboard template.

Create legacy charts and dashboards in new Analytics

  1. Log in to the web app.

  2. Select Pie chart iconAnalytics from the menu on the left-hand side.

  3. Edit an existing dashboard or create a new one.

  4. Click Pencil iconEdit on the upper-right of the page.

  5. Click Plus iconAdd chart on the upper-right of the page, and select Plus iconAdd custom chart.

  6. In the chart builder, configure the chart as follows:

    • Data type: Select View report iconInspections from the upper-right of the page.

    • Metric: Select Inspections from the dropdown.

    • Attribute: Select Date conducted from the dropdown.

    • Chart type: Select Line chart iconLine from the dropdown.

  7. Click Save chart on the upper-right of the page to save the changes to the chart.

  8. Click Save on the upper-right of the page to save the changes to your dashboard.

  1. Log in to the web app.

  2. Select Pie chart iconAnalytics from the menu on the left-hand side.

  3. Edit an existing dashboard or create a new one.

  4. Click Pencil iconEdit on the upper-right of the page.

  5. Click Plus iconAdd chart on the upper-right of the page, and select Plus iconAdd custom chart.

  6. In the chart builder, configure the chart as follows:

    • Data type: Select View report iconInspections from the upper-right of the page.

    • Metric: Select Average score from the dropdown.

    • Attribute: Select Date conducted from the dropdown.

    • Chart type: Select Line chart iconLine from the dropdown.

  7. Click Save chart on the upper-right of the page to save the changes to the chart.

  8. Click Save on the upper-right of the page to save the changes to your dashboard.

  1. Log in to the web app.

  2. Select Pie chart iconAnalytics from the menu on the left-hand side.

  3. Edit an existing dashboard or create a new one.

  4. Click Pencil iconEdit on the upper-right of the page.

  5. Click Plus iconAdd chart on the upper-right of the page, and select Plus iconAdd custom chart.

  6. In the chart builder, configure the chart as follows:

    • Data type: Select View report iconInspections from the upper-right of the page.

    • Metric: Select Responses from the dropdown.

    • Response set: Click Select a response set and select the default response set or Global Response Set you want to use.

    • Chart type: Select Chart bar iconColumn from the dropdown.

  7. Click Save chart on the upper-right of the page to save the changes to the chart.

  8. Click Save on the upper-right of the page to save the changes to your dashboard.

  1. Log in to the web app.

  2. Select Pie chart iconAnalytics from the menu on the left-hand side.

  3. Edit an existing dashboard or create a new one.

  4. Click Pencil iconEdit on the upper-right of the page.

  5. Click Plus iconAdd chart on the upper-right of the page, and select Plus iconAdd custom chart.

  6. In the chart builder, configure the chart as follows:

    • Data type: Select View report iconInspections from the upper-right of the page.

    • Metric: Select Flagged responses from the dropdown.

    • Attribute: Select Question from the dropdown.

    • Chart type: Select Table view iconTable from the dropdown.

  7. Click Save chart on the upper-right of the page to save the changes to the chart.

  8. Click Save on the upper-right of the page to save the changes to your dashboard.

  1. Log in to the web app.

  2. Select Pie chart iconAnalytics from the menu on the left-hand side.

  3. Edit an existing dashboard or create a new one.

  4. Click Pencil iconEdit on the upper-right of the page.

  5. Click Plus iconAdd chart on the upper-right of the page, and select Plus iconAdd custom chart.

  6. In the chart builder, configure the chart as follows:

    • Data type: Select View report iconInspections from the upper-right of the page.

    • Metric: Select Inspections from the dropdown.

    • Attribute: Select Owner from the dropdown.

    • Chart type: Select Timeline chart iconTimeline table from the dropdown.

  7. Click Save chart on the upper-right of the page to save the changes to the chart.

  8. Click Save on the upper-right of the page to save the changes to your dashboard.

  1. Log in to the web app.

  2. Select Pie chart iconAnalytics from the menu on the left-hand side.

  3. Edit an existing dashboard or create a new one.

  4. Click Pencil iconEdit on the upper-right of the page.

  5. Click Plus iconAdd chart on the upper-right of the page, and select Plus iconAdd custom chart.

  6. In the chart builder, configure the chart as follows:

    • Data type: Select View report iconInspections from the upper-right of the page.

    • Metric: Select Average score from the dropdown.

    • Attribute: Select Owner from the dropdown.

    • Chart type: Select Timeline chart iconTimeline table from the dropdown.

  7. Click Save chart on the upper-right of the page to save the changes to the chart.

  8. Click Save on the upper-right of the page to save the changes to your dashboard.

  1. Log in to the web app.

  2. Select Pie chart iconAnalytics from the menu on the left-hand side.

  3. Edit an existing dashboard or create a new one.

  4. Click Pencil iconEdit on the upper-right of the page.

  5. Click Plus iconAdd chart on the upper-right of the page, and select Plus iconAdd custom chart.

  6. In the chart builder, configure the chart as follows:

    • Data type: Select Meeting iconScheduled from the upper-right of the page.

    • Metric: Select Scheduled inspections from the dropdown.

    • Attribute: Select Schedule from the dropdown.

    • Chart type: Select Table view iconTable from the dropdown.

  7. Click Save chart on the upper-right of the page to save the changes to the chart.

  8. Click Save on the upper-right of the page to save the changes to your dashboard.

  1. Log in to the web app.

  2. Select Pie chart iconAnalytics from the menu on the left-hand side.

  3. Edit an existing dashboard or create a new one.

  4. Click Pencil iconEdit on the upper-right of the page.

  5. Click Plus iconAdd chart on the upper-right of the page, and select Plus iconAdd custom chart.

  6. In the chart builder, configure the chart as follows:

    • Data type: Select View report iconInspections from the upper-right of the page.

    • Metric: Select Flagged responses from the dropdown.

    • Attribute: Select Date conducted from the dropdown.

    • Chart type: Select Line chart iconLine from the dropdown.

  7. Click Save chart on the upper-right of the page to save the changes to the chart.

  8. Click Save on the upper-right of the page to save the changes to your dashboard.

  1. Log in to the web app.

  2. Select Pie chart iconAnalytics from the menu on the left-hand side.

  3. Edit an existing dashboard or create a new one.

  4. Click Pencil iconEdit on the upper-right of the page.

  5. Click Plus iconAdd chart on the upper-right of the page, and select Plus iconAdd custom chart.

  6. In the chart builder, configure the chart as follows:

    • Data type: Select View report iconInspections from the upper-right of the page.

    • Metric: Select Inspections from the dropdown.

    • Chart type: Select Responses chart iconResponses table from the dropdown.

    • Template: Click Select a template and select the you want to view a response breakdown for.

  7. Click Save chart on the upper-right of the page to save the changes to the chart.

  8. Click Save on the upper-right of the page to save the changes to your dashboard.

We recommend customizing your charts and dashboards to get the most out of your data.

Frequently asked questions

To ensure your migration to the new experience is as seamless as possible, we're working on the following features:

If you have any more ideas on how to improve the new Analytics experience, we'd love to hear them from you.

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