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Help Topic: How to Share or View a Dashboard


This lesson explains how to view a Dashboard and Share it with your Colleagues




  1. If your dashboard has already been created, go to the right side of the page and click on the blue “Edit Dashboard” button then click “Save.”


2. A “Save Dashboard” pop up will appear and at the bottom where it says “Share with Others” click on the box and you will a list of all your colleagues will appear. You can click on as little or as many people you would like to share it with. Go ahead and click "Save" and now these dashboards will appear when you hover over “Home” and go to “Share Dashboards.” If you are creating a dashboard brand new you will follow those same steps once you save that dashboard and can save it right away.