Dashboards - Share Dashboard

Once a dashboard is created, it can be shared with other users or OUs. Only the owner of the dashboard may share the report with others. The users with whom it has been shared cannot then share it with others.

Sharing a dashboard does not automatically give the users any reporting permissions, it simply allows them to see a read-only view of the dashboard. The shared users must have permission to view dashboards and to view the standard or custom report that is part of the dashboard.

To access Dashboards, go to Reports > Dashboards.

Share Dashboard

To share a dashboard:

  1. Click the Share link in the Options column on the Dashboards page. This opens the Share [Dashboard Title] Dashboard pop-up.
  2. Select the user criteria in the Share With field. Each criterion displays below the Share With field. Criterion can be removed by clicking the Trash Can icon to the left of the criterion.
  3. Check to Include Subordinates.
  4. Click Share to share the dashboard with the selected users.

Modify Shared Dashboard Criteria

The criteria for shared dashboards can be modified by clicking the Share link in the Options column on the Dashboards page. This opens the Share Learning Dashboard pop-up. New user criteria can be added in the Share With field. User criteria can also be removed by clicking the Trash Can icon to the left of the criterion. Click Share to save the changes.

If users are removed from the criteria, then the dashboard is no longer available for the user to view. If users are added, then the dashboard is shared with the users, provided the users have permission to view the shared dashboard.

Frequently Asked Questions (FAQs)

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