Sharing Dashboards
- Important:
- This function is only available with the Self-Service feature. If you want to purchase this feature, contact your Ricoh representative.
- When you share a dashboard, the dashboard recipients will receive a notification email.
Dashboard recipients can see the dashboards that were shared with them in the SHARED WITH ME section.
- Click
, the Dashboards tab. - Select the dashboard that you want to share in the Dashboards list.Make sure that you are the owner of the selected dashboard.
- Click
, the Options button, on the dashboard heading and select Share.
- Specify the required settings in the Share dialog box:
- Enter user email addresses to set the dashboard recipients.
To add all the users registered on the company account, enter the tenant ID. To see the tenant ID, click
, the Account button, select Account details, and go to Tenant ID. Only administrators can view account details.The contact information of the users you add is listed in the center of the dialog box.
- To specify how the recipients can interact with the shared dashboard, select an option
from the menu available next to each user:
- Can View: The recipients can view the dashboard but they cannot modify it.
- Can Design: The recipients can view and modify the dashboard.
The changes that they make in the dashboard do not affect your copy of the dashboard. These changes are automatically performed on a separate copy of the dashboard to which only they have access. Dashboard recipients can revert to your latest shared copy at any time by clicking
, the Options button, on the dashboard heading and selecting Restore Dashboard.
- To select the users that will receive a schedule report, click the Off button for each user. The button will change in On. To subscribe all users from the list to email reports, click Subscribe All.
- To allow users to manage their subscription settings, click Users cannot change their subscription settings. The setting changes to Users can change their subscription settings.
- If the shared users can change their subscription settings, when they click , the Options button, on the dashboard heading, they can select Email reports.
In the Share dialog box, the user can cancel the subscription by disabling the subscription to report deliveries set by the dashboard owner or confirm the subscription by leaving the option enabled and clicking OK. If the subscription option is enabled, the user can also modify the settings for his schedule reports. To receive a report on demand, manage the settings for the report and click the SEND ME A REPORT NOW button.
- Enter user email addresses to set the dashboard recipients.
- To schedule a report delivery, click
, the Schedule report delivery tab.
- In the Email report content section, select the type of report that you want to send:
- In the Schedule section, set the time zone for sending the email reports and select the frequency
for sending email notifications. You can choose from:
- Daily: Select to send one email report at the defined time. In the Everyday field, select the days the scheduled report is to be sent. You can select multiple days. Select the hour that the email will be sent.
- Monthly: Select to send one email report a month. In the Every month field, select the month the scheduled report is to be sent. You can select multiple months. Select Every month to send a report each month. Select the day or the days of the month and the hour that the email will be sent.
- Click OK.
When an owner modifies a dashboard, the dashboard is not automatically updated for recipients. The owner of the dashboard must share the updated dashboard again and the dashboard recipients must refresh their dashboard before any of the changes are applied. For more information, see Sharing Dashboard Updates.
As a dashboard owner, you can stop sharing a dashboard at any time by removing all the recipients from the Share dialog box.