Dashboard Sharing Outside the Organization
The people I want to share a dashboard with aren't really outside the organization but I ONLY want them to be able to see the dashboard...not have to log in or have access to anything else.
I published it but it has a report on it and it says the report is not accessible on a published dashboard. What things can be shared?
I have Control Center and provision projects. I'm trying to give the Sales Reps a dashboard where they can see the status of the implementation of their client's purchased services on a high level, they don't need all the fine details of my project plan sheet. Multiple Sales Reps would access it and I was hoping to get it so they could only see their clients but am ok if they have to see them all.
Any and all suggestions are appreciated!
Answers
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Hi @April W.
We have been unable to reproduce the inability to see the report on a published dashboard.
Did you not publish the report? If so, the report will only be visible if the original sheet was shared.
As an example, look at the following demo dashboard.
https://app.smartsheet.com/b/publish?EQBCT=990e34bec1854c6e800d967a40474044
We can use the following method to allow Sales Reps to choose to see information about themselves.
Please take a look at the demo dashboard we published here.
The dashboard is a modification of the following Smartsheet template.
We have created a sheet called Select Rep, published in a dashboard in a setting that anyone can edit and put on the dashboard so that Sales Reps can only select themselves and see information about themselves, if necessary.
https://app.smartsheet.com/b/publish?EQBCT=275e99283f1a4bd0bf51af50ddc5f7fe
For the dashboard to reflect the selection results, the dashboard must be refreshed. Also, it takes time for the results of your selections to be reflected in other sheets and reports, so you may have to wait to see the latest status after the refresh.
Note that the latest saved one will be displayed if two or more Sales Reps change and save a Selection simultaneously.
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Was there ever a resolution for this issue? I have a published dashboard with a form and four reports. The first report is giving me this error message, but the other three reports are displayed on the dashboard.
