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Once you have created a custom dashboard that displays your monitoring data in a way that best suits you, it seems only natural that you might want to share it with your colleagues. In this lesson, you’ll learn how to do just that!

How to share a custom dashboard

Note: Only members of the Administrators operator group can share dashboards. Please contact support if you want to activate dashboard sharing for other operator groups as well.

  1. To share a custom dashboard, first access the dashboard you want to share.
  2. Once you are on the appropriate page, click on the hamburger icon on the grey quick action mention to open up a dropdown menu.
  3. On that dropdown menu, select the Share option.
    Tip: You can also click on the gear icon (next to the hamburger icon) and select the Sharing tab to open up the same prompt window.
  4. You will then be prompted to choose how you would like to share your custom dashboard:
    • Private
      Only you can view and change the dashboard.
    • Everyone
      All operators can view and change the dashboard.
    • Custom
      Specific operators get rights to the dashboard.
  5. If you choose Custom, you will see a list of operators (and operator groups) currently given permissions to the dashboard in question. You can edit or delete these existing permissions, or click Add authorization to include another operator or operator group.
  6. When you add authorization, you will be prompted to select the operators or operator groups you’d like to give permissions to.
    The current permissions options are view only or full control, which allows an operator to view and modify the dashboard.

How to schedule a custom dashboard report

Looking to figure out how to schedule a custom dashboard report?

Good news! You don’t actually have to learn anything new – scheduling a custom dashboard report works the same way as the way you schedule a default report, which you learned about in the previous course.