Share a dashboard

Dashboards are private to you until you share them. If you develop a dashboard Suite-wide unified dashboard that provides a single, quick view of valuable information across multiple applications. that you think is useful to other users you can share it. The other users are able to view your dashboard on their My Dashboards page.

You can share a dashboard with one or more entity types:

Organizations
Groups
Roles (The role must have the View Dashboard privilege Permissions associated with each role that define the features of the application a user is able to view and the functionality in the application the user can access.. In addition, the employees who have the associated role must be under the scope of the dashboard owner who shares the dashboard.)
Employees (The role assigned to the employee must have the View Dashboard privilege. In addition, the employee must be under the scope of the dashboard owner who shares the dashboard.)

When you share a dashboard with an organization or a group, child organizations and groups do not inherit the shared dashboard.

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Changes to who can see a shared dashboard

After you share a dashboard, you can change the organizational entities you shared your dashboard with.

If you add new entities to the share list, the last version of the shared dashboard is shared with them.
If you remove entities from the share list, the dashboard is no longer shared with them.

Before you share a dashboard

By default, the Agent role does not have the View Dashboard privilege. If the View Dashboard privilege is granted to the Agent role, there are limitations on the types of portlets users with this role can view. Only share dashboards with the following types of portlets:

Generic Web Portlets
Simple custom reports
SSRS portlets

When configuring the SSRS Portlets partially and then sharing them, the shared user who would configure and render the reports must also have the Delete Report Schedule privileges.
HTML portlets

Examples of HTML portlets include
- Customer Feedback Product in the system that provides a highly reliable, scalable and flexible voice and Web/email system for conducting intelligent and dynamic postcall and post contact surveys. Mini Dashboard
- Multi Day Group Schedule
- Forecasted Vs Required Vs Actual
- Team Aggregate Mini Scorecard

Procedure

Select Dashboards under My Information on the My Home menu.
From the dashboard selector list, select the specific dashboard you want to share from the dashboard selector list.
On the right side, select the plus sign to display the Slider menu.
Under Additional Actions, select Share Dashboard.
In the Share Dashboard dialog box, under Share with, select Employees or Roles.
Select the specific entities (Roles or Employees)with whom you want to share the dashboard.

For Employees, click the icon for the list of entities with whom you want to share the dashboard:

Organizations

Groups

Employees

Employees (listed by organization)

Employees (listed by group)

For Roles, select the specific roles with whom you want to share the dashboard.
To add an entity to the selected list, use the right arrow button. Once selected, these entities have dashboard access.

To remove an entity from the selected list, use the left arrow button.
Click Save.

For all relevant Workforce Management (WFM) Product that measures and leverages the talents and preferences of each employee, ensures that their skills are aligned with business objectives and customer needs, and produces optimum schedules., Operations, and Scorecards Product that assists agents, supervisors and all contact center employees to focus on critical aspects of their performance and identify opportunities for improvement. report-based portlets: When the dashboard owner configures the report parameters, the shared dashboard user can view information for all organizations in the portlet Visual building block in an application that is interchangeable, depending on system or user configurations (also known as a widget)., even if the organization is outside the scope of the user.