Help center
A little help. A clearer next step.
Find answers, learn the basics, and get the most out of DashDocX.
Popular questions
1What is included for free?
Your available items and replacement timing are shown in Plans. Ready report formats and dashboard-generated reports have separate limits.
2How do I upload Excel?
Open Data entry, download the blank form as CSV, fill it in (save your Excel sheet as CSV) and import it. You can also type the values directly and save.
3How do design changes work?
Open My design, press Use free change (or Use a change) on the design you want to swap, pick the new design in the gallery, check the preview, enter your data and confirm. Your current design stays until you confirm the new one.
4How can I share a dashboard?
Use Share for LinkedIn, e-mail, WhatsApp or a copyable link. To show your work to other members, post it in the Community.
5Can I export my data?
Yes. Use Download for PDF, image or CSV, with an option to include the data pages.
6How do I cancel or change my plan?
Open Plans & Billing in your account to see your current plan, compare plans and change it. If you need help, send us a message below.
7How do I reset my password?
On the sign-in page choose Forgot password and enter your e-mail address. We send a link to set a new password.
8Why is a design locked?
Designs can be locked when you have reached your plan limits or are in a waiting period. Free accounts have lower limits and longer waiting periods for changes. Paid accounts have higher limits and shorter waiting periods. Some changes, such as document template edits, are not available on free accounts.
9How do waiting periods work?
After you add or change an item, the same item can be changed again once its waiting period ends. Free accounts wait 30 days for dashboards and 30 days for cards. Paid accounts wait 15 and 7 days. Premium accounts never wait.
10What are the feature limits for free and paid plans?
Free: 1 dashboard, 5 cards, 1 report format, 5 documents per kind and 1 freestyle item. Paid: 15 dashboards, 15 cards, 15 report formats, 15 documents per kind and 20 freestyle items. Premium has no limits on the main libraries.
11Can I use premium designs in my projects?
Yes. Premium designs are part of the Premium plan and can be used in your own dashboards, reports and documents. On other plans you can preview them and upgrade when you are ready.
12How do I share a dashboard or report?
Use Download for PDF, image or CSV (with an option to include the data pages), and Share for LinkedIn, e-mail, WhatsApp or a copyable link. To show your work to other members, post it in the Community.
13I did not get the verification e-mail
Check your spam or junk folder first. The message comes from no-reply@dashboardsx.com. You can request another one from the Check Your Email page, or message us on WhatsApp.
14How do I add my own numbers?
Open Data entry, choose Day, Week, Month or Year, type the values and save. You can also download the blank form as CSV, fill it in and import it.
15How do I choose which parameters show?
Open your dashboard and select Customize. Set the maximum number to display, then switch parameters on or off.
16Can I change my dashboard type?
Each account has one dashboard type. Create a separate account for another type, or contact us.
17What designs do I get when I join?
When you join, we set up the best-fit designs for your category: a dashboard, a report, and the two together. They are ready to use straight away. You can look at every other design in the gallery at any time.
18Do I get a free change?
Yes. Your dashboard, your report and your dashboard + report each have one free change. Open My design and press Use free change on the one you want to swap. After the free change is used, every change is earned.
19How do I pick or change my design?
Open My design, press Use free change (or Use a change) on the design you want to swap, pick the new design in the gallery, check the preview, enter your data and confirm. Your current design stays until you confirm the new one.
20Can I change my category?
No. The category you choose when you join is fixed for that account, because it sets up your parameters and designs. To use another category, create a new account.
21How do I earn a change?
Open Earn changes. Share your personal code or link: each friend who joins and confirms their e-mail gives you one change. You can also follow our LinkedIn page, share our posts, or share your own design on LinkedIn with your code in the text. We check every LinkedIn link before adding the change.
22Why was my LinkedIn claim not approved?
We open the link and look for your code or your profile. The reason is shown on the Earn changes page and sent to your e-mail. Fix it and send the claim again. Each LinkedIn address counts once.
23Where is the history of my designs?
On My design. It lists each category, design and change you made, and the changes you earned.
24Where does the QR code lead?
To the public, read-only report of your dashboard. You can turn the public link off, or create a new one, in Company profile.
25How do I make a report from my dashboard?
Open Report, choose a report design and press Create. The report uses the numbers on your dashboard, so it is always up to date. Download it as PDF or share its link.
26How do I create a card or a document format?
Open Cards or Formates, pick a design, fill in your details and save. Your saved items stay in your account, and you can edit them again later within your plan limits.
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Contact support
Still need help? Send us a message and our team will get back to you.
Or e-mail info@dashdocx.com or message us on WhatsApp.