How to Use WPS Data Dashboard on macOS

Last updated:July 21, 2026

Use WPS Data Dashboard with 3 task topics, all available without membership; choose a task from the How-to Index and follow the steps to configure, preview, and save your settings.

How-to Index

No.TopicMembership Requirement
11. Open the Data Dashboard entryFree
22. Configure and preview the Data DashboardFree
33. Save the Data Dashboard configurationFree

How-to Guide

1. Open the Data Dashboard entry

Entry path: Form editor → Survey → Data Dashboard

  1. Open the Smart Forms editing interface.
  2. Select the Survey section in the left navigation area.
  3. Find the Data Dashboard setting item.
  4. Click it to enter the editing panel.

Success Criteria

  • Interface result: the Data Dashboard editing area or settings panel opens.
  • Next action available: you can continue reviewing or adjusting related settings.

Tips While Using

  • Common mistake: if you do not enter the Survey section first, the Data Dashboard entry may not be visible.
  • Environment note: you need permission to edit the target form.

2. Configure and preview the Data Dashboard

Entry path: Data Dashboard editing panel

  1. Adjust the related settings in the Data Dashboard panel as needed.
  2. Update the display content or options for the current survey.
  3. Use preview to check whether the result matches your expectation.
  4. If needed, return to the panel and continue adjusting the settings.

Success Criteria

  • Interface result: the preview area or preview result shows the current configuration.
  • Next action available: you can continue editing or move on to saving.

Tips While Using

  • Common mistake: saving before previewing may leave the display result different from what you expected.
  • Environment note: an internet connection is recommended when previewing online content.

3. Save the Data Dashboard configuration

Entry path: Data Dashboard editing panel → Confirm / Save

  1. Finish the settings and confirm the preview result.
  2. Click Confirm to complete the current action.
  3. If the interface provides a Save button, click it to keep the changes.
  4. If the workflow also includes publishing, complete the publish step so the configuration can take effect in later use.

Success Criteria

  • Interface result: the settings are saved, and the interface returns to a stable state or shows a saved result.
  • Next action available: you can continue editing the survey or move to the next publish or usage step.

Tips While Using

  • Common mistake: leaving the page without saving will cause the current changes to be lost.
  • Environment note: some dashboard changes may take effect for respondents only after a new version is published.