- Analytics Tools Guide
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- Get started with Adobe Analytics
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- Analysis Workspace
- Analysis Workspace overview
- What’s New in Analysis Workspace
- Projects
- Components
- Visualizations
- Visualizations overview
- Manage data sources
- Freeform table
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- Report Builder
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- Report Builder setup
- Report Builder toolbar
- Data requests
- Data requests - Request Wizard Step 1
- Create a data request
- Report suites
- Manage segments
- Report types
- Import bookmarked reports and dashboard reportlets
- Date ranges
- Interactive controls
- Layout - Request Wizard Step 2
- Layout overview
- Metrics and dimensions
- Anomaly Detection
- Configure an anomaly detection request
- Format the date
- Format display headers
- Hide or show headers
- Delete output mapping
- Name a request
- Prepend and postpend text to cells
- Configure the custom layout
- Map metrics and dimensions to cells
- Create a microchart
- Filter dimensions
- Manage requests
- Manage requests - definitions
- Diagnostic messages
- Sort ascending or descending
- Protected worksheet elements
- Edit multiple requests
- Edit metrics across multiple requests
- Refresh a request
- Refresh requests for all sheets
- Add dependent requests
- Classification
- Copy requests
- Save a workbook with requests
- Specify conditional formatting
- Offline mode for creating and editing requests
- Report Builder options
- Schedule report requests
- Schedule a workbook
- Scheduled Task Manager
- Workbook Library
- Publish to Power BI with Report Builder 5.5
- Visual Basic macros
- Report Builder troubleshooting
- Report Builder FAQ
- Activity Map
- Activity Map overview
- Get started
- Robust link tracking
- Link tracking
- Standard Mode vs. Live Mode
- Links report
- Page details
- Complete set of metrics
- Real-time (Live) page analytics
- Customer segmentation
- Customizable overlays
- Overlay details
- Export to CSV file
- Supported systems and requirements
- Activity Map FAQ
- Configure Activity Map settings
- Activity Map user interface
- Activity Map reporting in Analytics
- Troubleshoot browser extension
- Troubleshoot data collection
- Reports and Analytics
- Getting started with Reports and Analytics
- Overview of the reporting interface
- Report display settings and navigation
- Report schedule and distribution
- End-of-life notice for scheduled reports
- Report types
- Run different report types
- Customize reports
- Analytics Segmentation
- Bookmark Manager
- Current Data
- Dashboards and reportlets
- Dashboard Manager
- Funnel reports
- Metrics
- Targets
- Alerts
- Calendar events
- Frequently Asked Questions
- Troubleshooting
- Adobe Analytics dashboards
- Reporting API
- Labs
Dashboard Manager
Read more about the Reports & Analytics End-of-life announcement.
Use the Dashboard Manager to copy, share, archive, and schedule dashboards for delivery.
Best practice when using the Dashboard Manager is to have no more than 300 dashboards for any single user. Also, please note that the manager loads all shared dashboards below, so be judicious with sharing dashboards.
Click Analytics > Components > All components > Dashboards.
| Element | Description |
|---|---|
| Shared | Shows whether the dashboard is shared. |
| Scheduled | Lets you schedule the dashboard for delivery. |
| View Archive | This functionality is no longer available. |
| Push to Users | Lets you share a dashboard. |
| Manage | Lets you edit, copy, and delete a dashboard. |
Manage shared dashboards
To manage shared dashboards:
- Go to Analytics > Components > All components > Dashboards.
- Under Shared Dashboards, locate the shared dashboard (or legacy dashboard) you want to manage and choose one or more of the following options:
| Option | Description |
|---|---|
| View Archive | This functionality is no longer available. |
| Dashboard Player | SiteCatalyst 14 servers will no longer respond to Dashboard Player data requests. Any dashboards currently being displayed in Dashboard Player can be accessed in the standard Reports & Analytics interface or recreated as a Real-Time Dashboard. Real-Time dashboards are specifically designed for continual display and include a full-screen mode to allow you to display on TVs or other large screen devices. User action required: You need to discontinue use of Dashboard Player. |
| Copy Me | Adds a copy to your list of dashboards, using the same name as the original. However, you cannot see any updates/changes made by the dashboard's owner. Copying a legacy dashboard opens a blank dashboard, in which you can add legacy content. Important: If shared users of your dashboard cannot see changes you made in the dashboard, check your Dashboard Manager to see if the users have chosen the Copy Me option. If they did, they cannot see the updates/changes made by you. To see all the changes/updates, shared users need to select the On Menu option in the Dashboard Manager. |
| On Menu | Lets you see changes/updates made by the dashboard owner. |
| Unshare | Removes the dashboard from your list of shared dashboards. |
Migrate a legacy dashboard
Existing legacy dashboards will continue to be run and you can still edit, download, and schedule them; however, you can no longer create new legacy dashboards. You are strongly encouraged to upgrade existing legacy dashboards to the newer dashboard format.
Moving forward, consider using Analysis Workspace projects and their ability to be downloaded and scheduled.
When you copy the legacy dashboard, the system opens the legacy dashboard for edit, where you can add legacy content or new content. When you copy a legacy dashboard, the original is preserved in the list of legacy dashboards.
Adding legacy content to a dashboard creates a dashboard based on the latest dashboard functionality. However, the legacy reportlet might contain data that is based on the previous data platform.
To migrate a version 14.x legacy dashboard
-
Click Analytics > Components > Manage Dashboards.
-
In the Manage column, under Legacy Dashboards, click Copy to New Dashboard.
The copied dashboard opens in the dashboard layout editor.
Share a dashboard
Analytics administrators can share (or push) a dashboard to multiple users. When you push dashboards to users, the dashboards become available in user’s Shared Dashboards menu.
To share a dashboard with multiple users:
-
In the Dashboard Manager, locate the dashboard, then enable Shared.
-
Click Push To Users.
-
On the Push Dashboard page, select the target users or click Check All.
-
Click Save.
If shared users of your dashboard cannot see changes you made in the dashboard, check your Dashboard Manager to see if the users have chosen the Copy Me option. If they did, they cannot see the updates/changes made by you. To see all the changes/updates, shared users need to select the On Menu option in the Dashboard Manager.
Schedule a dashboard for delivery
In the Dashboard Manager, you can see whether a dashboard is scheduled for delivery, and edit the schedule. The dashboard delivery options are identical to the report delivery options.
-
Open a dashboard.
-
Click More > Send.
See Schedule and Distribution for more information.
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