Sharing Custom Dashboards in the Analytics Module

Introduction

Custom dashboards are a powerful tool in the analytics module that allows you to visualize and analyze data in a way that's tailored to your specific needs. Sharing these dashboards with other users, can greatly enhance collaboration and decision-making. In this guide, we will walk you through the process of sharing a custom dashboard with others, step by step.

Sharing Your Custom Dashboard: A Step-by-Step Guide

1. Open Your Custom Dashboard: First, ensure that you have already created your custom dashboard. If not, take the time to design and configure it according to your preferences and requirements. Once your dashboard is ready, open it by selecting your dashboard from the list

2. Accessing Sharing Options: In order to share your custom dashboard, you need to access the 'Share Options' menu. To do this, locate the three dots in the top right-hand corner of the dashboard interface. Click on these dots to reveal a dropdown menu, and then select 'Sharing Options'

3. Explicit Sharing: Within the 'Sharing Options' menu, you will find an 'Explicit Sharing' section. Here, you have the ability to individually select users or groups that you wish to share your custom dashboard with. To add additional users or groups, simply click the blue '+' icon to create a new line

4. Defining Access Levels: For each user or group you add, you can define the level of access they have to your custom dashboard. There are three access options available:

   a) View Only: Users with 'View Only' access can see the contents of the dashboard, but they cannot make any changes to it.

   b) Edit: Users with 'Edit' access can not only view the dashboard but also make modifications to it. This includes rearranging widgets, applying filters, and changing visualization settings.

   c) Admin Access: Users with 'Admin Access' have the highest level of control. They can not only view and edit the dashboard but also set global filters and change widget level Cloud9QL

5. Assigning Access: For each user or group you've added, select the appropriate access level from the dropdown menu next to their name. Make sure you consider the level of trust and responsibility each user or group should have.

6. Finalizing Sharing: Once you've added users, specified access levels, and reviewed your selections, click the 'Save' button to apply your sharing settings.

Conclusion: Sharing custom dashboards with other users in the analytics module is a useful feature that promotes collaboration and informed decision-making. By following this step-by-step guide, you can easily share your carefully crafted dashboards with the right individuals or groups, ensuring that everyone has access at the appropriate level. This functionality not only enhances teamwork but also allows administrators to maintain control over who can access and modify critical data visualizations.