Other Dashboard Functions

Special functions include sharing, exporting, and deleting dashboards and are performed from the details panel of a selected dashboard.

Sharing a Dashboard Hyperlink

The Share operation provides a URL that can be used to either bookmark the dashboard or mail a link for another user to access the dashboard. A Dashboard Link window will appear that provides you with the information needed to share the link to the desired dashboard.


Recipients of the link must also have access to the dashboard in order to view the dashboard.

Exporting Dashboard Data

The Export Data operation initiates an export of the selected dashboard to be saved as an Excel or CSV (Comma Separated Values) file.

Deleting Dashboards

The Delete operation will delete a dashboard. To delete a dashboard, the user must be the owner of the dashboard or have administrator access. Clicking the Delete operation will display a window to confirm that you would like to delete the dashboard.

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