Share a dashboard to give colleagues a common view of library information. You must own the dashboard and have permission to share dashboards with the library.

Share your dashboard

  1. Select Dashboard and select a dashboard you created.
  2. Select Dashboard Actions > Settings.
  3. Select Shared dashboard.
  4. Select Save Dashboard.

Other users in the library who can access dashboards now see it in the selector, marked Shared. Only you can edit or delete it. Sharing a dashboard does not grant access to restricted processes or permission-controlled reports.

Check dashboard links before sharing

A shared dashboard can link only to other shared dashboards visible to the library. If it contains a link to a personal dashboard, remove or change the link before sharing. A personal dashboard can link to dashboards its owner can access.

Use a shared dashboard as a starting point

To adapt someone else's shared dashboard, open it and select Dashboard Actions > Duplicate. This creates your own copy, which you can edit separately.

Stop sharing

Select Dashboard Actions > Settings, clear Shared dashboard and select Save Dashboard. Other users can no longer open it. Existing Dashboard Link cards pointing to it aren't removed automatically. After viewers reload their dashboards, those cards have no available target; their owners should update or remove them.

If sharing is unavailable

Check that you created the selected dashboard. If Shared dashboard is disabled on your own dashboard, ask your library administrator to check your permission to share dashboards.