Charts that are created in the Custom Report Builder can be published as custom dashboards and shared within your organization. You can leverage the powerful visualizations within the Custom Report Builder to build your own visuals and add them to dashboards.
The charts are available from the Published Widgets category when adding widgets to the dashboard. The category only displays if you have created a report with a published widget, or a report with a published widget has been shared with you and you have permission to view the associated custom report.
Note: When configuring the Publish tab for a custom report, a widget can only be shared with specific users, and the option to share the widget will not be clickable if shared with an organizational unit (OU).
Permissions
| PERMISSION NAME | PERMISSION DESCRIPTION | CATEGORY |
| Dashboard - Share | Grants the ability to share a dashboard created by self with other users within the portal who may then view and refresh the results of the dashboard at-will. This permission works in conjunction with the Create Dashboard permission. | Reports - Dashboards |
| Dashboard - View | Grants the ability to view dashboards created by self or shared by others. User must also have permission to view the standard or custom reports that are included in any shared dashboards. If a user does not have permission to view a report type, the user cannot view that report type within the dashboard. This is an end user permission. | Reports - Dashboards |
Use Case
An organization has an analyst who creates custom reports. The analyst publishes widgets and builds dashboards. She shares the dashboards with managers, executives, directors, etc., who are not power users of the Custom Report Builder.
The users with whom she shares the dashboards can create their own custom dashboards by adding the published widgets without having to build a custom report, chart, and dashboard themselves.