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You can Share customized or new Dashboard charts, reports, and forms with other Dashboard logins. The share option is available from the following Dashboard tools:
Quick View - Share a chart or panel of charts
Data Explorer - Share a form or folder of forms
Reports - Share a report or folder of reports
When you share a chart, report, or form that already exists, you add a NEW item to the same folder in the other login's profile. It does not replace the existing item. Keep in mind that Quick View panels allow only 8 charts per panel.
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A Standard Dashboard Login may only Share with the SA account. The SA will be able to share with any or all other Dashboard Logins. |
The Share option copies the selected chart, report, or form from the profile of the current Dashboard Login to the profile of the Dashboard Login(s) you select.
To share a Dashboard item:
Open the Quick View >> chart menu
or right-click on the chart, or
right-click on the Data Explorer form, or
right-click on the Report you wish to share and select Share.
The Copy Folder/Item box appears. You will copy this chart, report, or
form from the current Dashboard login profile to the profile(s) you select.
Check the Dashboard Logins who will receive this form. Click OK. The item is copied.
If you are in Quick View and the Quick View panel will not have space to add this chart, a message appears. Click OK on the message; the chart is not copied.
When a chart, report, or form is NOT selected, Share copies the current folder from this profile to the profiles of other Dashboard Logins. The option will attempt to copy add all items as "new" items in the folder rather than replacing existing items.
To share a folder:
Right-click on the folder or panel you wish to share and select Share. The Copy Folder/Item box appears. You will copy ALL charts, reports, or forms in this folder from the current Dashboard login profile to the profile(s) you select.
Check the Dashboard Logins who will receive this folder. Click OK. The entire folder is copied to the selected Login profiles.
If you are attempting to copy an existing Quick View panel, a message appears telling you how many charts in the panel will be copied. If there is no space left on the panel, no charts are copied. Click OK on the message to proceed.
