Publishing Dashboards Overview

Publishing dashboards makes them available to other users. All dashboards are published as templates because users with the appropriate permissions can edit them for local use.

When you publish a dashboard template, you have the option of selecting groupsClosedA definable collection of users. to receive the published dashboard. Members of these groups will see the dashboard as an option on their Dashboard page.

To facilitate collaboration on dashboard design, you can publish with no groups selected. When you do this, the template is visible only to administrative users. The recommended approach is to create or identify a group that can be designated for dashboard designers and others to publish “test” dashboards. Include a keyword in the dashboard name to identify versions and “test” templates. This makes it easier to periodically locate them and remove.

Dashboard templates are owned by the person who created them. If the owner does not want a dashboard to be available any longer, they can choose from the following options:

  • Unpublish — Unpublishing a dashboard leaves a copy of it in the system, but removes it from the groups that had access to it. Best practice is to review test dashboards periodically and unpublish those that are no longer needed.
  • Delete — Deleting a dashboard both removes it from the groups that had access to it and removes it from the system.

Users with appropriate permissionsClosedA type of setting that allows or restricts users’ access to information and functionality. Permissions are added to roles, then roles are assigned to users. are notified when dashboard templates are deleted or unpublished and are given the option of keeping the dashboard.

To publish a dashboard template:

  1. Click the lock icon above the numbered list to unlock the Dashboard page.
  2. Click Save as Template.
  3. Enter a Name for the dashboard. This field is required.
  4. Enter a Description for the dashboard. This field is required.
  5. Click Next.
  6. Select one or more groups who should have access to the dashboard.
  7. Click Save and Publish.

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