Share - Internal Groups
A dashboard can be shared with multiple internal groups and explicitly with other users within your organization. From the settings menu, 'Share' menu, check groups to share the dashboard to.
The sharing levels include:
- View
The user will only be able to view and interact with the dashboard and will not be able to save, modify the dashboard or its settings - Edit
The user will have the ability to Edit the dashboard - Admin Access
The user has the ability to edit the dashboard along with being able to set Global Filters and change the widget level Cloud9QL
Share - Public
To generate a public URL for a dashboard, click on 'Generate Shareable URL' from the 'Share' tab.
Note: This makes the dashboard publicly accessible, without requiring a login. Do not use this option for sensitive data.
In addition, the embed code can also be used to embed the dashboard into your own portal/HTML pages.
To turn off a unique public URL, click on 'Disable Share URL'.
To add filter parameters to the share URL, pass in contentFilters parameter to the URL, where the value is in encoded JSON form.
URL Parameter example:
contentFilters=[{"fieldName":"opened","values":[1000],"operator":">"}]
Full URL, with the parameter and encoded JSON:
https://www.cloud9charts.com/d/3cKltxiizxNFgxjRvanZwY2WZoiikPo5ip3EqS13cii1KdQie?contentFilters=%5B%7B%22fieldName%22%3A%22opened%22%2C%22values%22%3A%5B1000%5D%2C%22operator%22%3A%22%3E%22%7D%5D
Example of using Share URL with contentFilters parameter:
[{"fieldName":"customer","values":["Facebook"],"operator":"="}]
Full URL, with the parameter and encoded JSON:
https://proxy.knowi.com/d/ndPTTbDKulGBkOOfiiVipkip93ipOriibXOq8QDwu2W5VxMoie?contentFilters=%5B%7B%22fieldName%22%3A%22customer%22%2C%22values%22%3A%5B%22Facebook%22%5D%2C%22operator%22%3A%22%3D%22%7D%5D
Embedding
We provide a number of options for embedding, depending on the level of access required. See embed docs
Whitelist IPs
Allow certain IP addresses access to view the dashboard.
Email Reports
Dashboards can be sent as Email attachments on a configured schedule. From the Dashboard Settings menu, select 'Email' tab and configure the settings to enable this feature. See Scheduled Reports.