New Standard Report - Dashboards Details Report

Prior to this release, organizations would rely on custom work orders to identify dashboard details such as the dashboard creator and with whom the dashboard is shared.

With this release, a new Dashboards Details standard report is available for administrators to report on metadata related to the dashboards in the portal.

To access the Dashboards Details Report, go to Reports > Standard Reports. From the System tab, select the Dashboards Details Report link.

How Does this Enhancement Benefit My Organization?

This feature enables administrators to generate a report with details about dashboards created in the organization.

Report Criteria

The following criteria options are available:

User Criteria - Select which users are included in the report. The report will only include dashboards created by the selected users.
Creation Date - Select which dates are included in the report. The report will only include dashboards created within the selected date range.
Dashboard Title - Specify the dashboard title. The report will only include dashboards with a title that contains the text in this field.
Sharing Details: Include Dashboard Sharing Details - Select this option to include dashboard sharing details in the report.

Report Output

The following dashboard details are included in this report when the Sharing Details option is unchecked:

Dashboard Title
Dashboard ID
Dashboard Creator User ID
Dashboard Creator Full Name
Dashboard Creator User Status
Create Date
Modified Date
Creator Division ID
Creator Division

In addition to the above details, the following sharing details are included in the report when the Sharing Details option is checked:

Shared OU ID
Shared With OU Title
Shared With OU - Include Subordinates
Shared with User ID
Shared With User Full Name
Shared with User Status
Shared With User - Include Subordinates

Considerations

The report output is .xlsx format.
The report output includes a maximum of 100,000 rows.
All report criteria options are optional. If no criteria options are selected, the report output includes all dashboards created by any user at any time.
Date and time fields are displayed in the time zone of the user running the report.

Implementation

This functionality is automatically enabled for all organizations using Dashboards.

Upon release, the new Dashboards Details Report permission is automatically granted to the default System Administrator role. Administrators must grant this permission to other roles, if necessary.

Permissions

The following new permission applies to this functionality:

PERMISSION NAME

PERMISSION DESCRIPTION