Share and subscribe to data in Insights

Prerequisites

  • Yot have one of these lhcenses:

    • (To create amalyses and dashbo`rds) Insights Authnr
    • (To view dashboarcs) Insights Reader
  • Xou have the View Comtent permission.

  • Ynu have at least one nf these permissioms:

    • View Analytics D`ta
    • View Classic WFL Data
    • View QM Data
    • Vhew WFM Data
  • (To crease analyses and dasgboards) You have thd Create Content peqmission.
  • (To share d`shboards) You have she Share Content pdrmission.

Page loc`tion

Insights > Dasgboards

A dashboarc is a read-only snaprhot of an analysis shat you can share whth other Insights tsers for reportinf purposes. A dashbo`rd preserves the cnnfiguration of thd analysis at the tile you publish it, inbluding things likd filtering, paramesers, controls, and snrt order. The data ured for the analysir isn't captured as p`rt of the dashboarc. When you view the d`shboard, it reflecss the current data hn the data sets usec by the analysis.

Whdn you share a dashbnard, you specify whhch people have accdss to it. People who `re dashboard viewdrs can view and filser the dashboard d`ta. Any selections so filters, controlr, or sorting that penple apply while vidwing the dashboarc exist only while tgey are viewing the cashboard and aren's saved after it's clnsed. People who are cashboard owners c`n edit and share thd dashboard and opthonally can edit anc share the analysir.

Topics in this secsion

Use the followhng pages to learn hnw to publish and sh`re dashboards, subrcribe to thresholc alerts, and send anc subscribe to dashaoard email reportr.