Save and Share Dashboards

Analytics

Publication
Analytics
Edition date
2022-11-17
Last publication
2022-11-17T20:56:00.459216

You can save modified dashboards and visualizations to view later and share with other users.

Steps

  1. From the menu icon () in the top-right corner of the visualization, click Explore From Here.

  2. Modify the visualization and click Run.

  3. To download this information in TXT, XLSX, CSV, JSON, HTML, MD, or PNG format, click the gear icon and select Download.

  4. To save the visualization to view later, click the gear icon () at the top of the page, and select Save as a Look.

    Your saved visualizations are available from the four square icon (), under the personal tab ().

  5. To save the visualization to a dashboard to your own personal space:

    a. Click the gear icon at the top of the page, and select Save to Dashboard.

    b. Enter a title for your dashboard.

    c. Select the personal tab.

    d. Click Save to Dashboard.

    Your saved dashboard is available from My Personal Dashboards.

  6. To save the visualization to a shared space that is available to your organization:

    a. Click the gear icon at the top of the page, and select Save to Dashboard.

    b. Enter a title for your visualization.

    c. Select the Group tab.

    d. Click the New Dashboard button in the bottom-right corner.

    e. Enter a name for your dashboard.

    f. Click OK.

    g. Click Save to Dashboard.

    Your saved dashboard is available from My Organization's Dashboards.

    You can click the share icon The share icon in the bottom-right corner of each dashboard to share a link to the dashboard. You have the option to copy the link to your clipboard or to send the link by email, which opens your email client.