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Sharing Dashboards with URL - OnDemand

Sharing Dashboards with URL

A qTest Site Administrator can generate a secure URL to share the following dashboard types with read-only access:

  • system Shared Dashboards
  • user-created dashboards
  • saved-with-filters dashboards 

When a valid Dashboard Token is available, you are ready to use the "Shareable URL" function within the Insights application. Make sure your Dashboard Token is valid (will display with a green circle icon). If not, you will need to generate a new one. 

You can share the URL with someone who does not have a qTest license. This version of Sharing Dashboards with a URL functionality is for Insights 1.15.6. If you are using a previous version of Insights, please refer to this article.

How to Generate a Dashboard Token

  1. Navigate to Site Administration, and select the System Configurations tab.
  2. Locate the Insights section of the window.  
  3. Select the Generate button to create a new, secure Dashboard Token.
    Note: At any time you can generate a new, secure Dashboard Token that will replace the previously created Dashboard Token. The new token will be used by qTest to generate a shareable URL.
    • Green circle icon = Dashboard Token is active
    • Gray circle icon = Dashboard Token is expired
  4. The Expiration Date default is 90 days from token generation. However, you can change it to another expiration date using the drop-down.
  5. Select Save.
    Note: A Dashboard URL generated before the 1.15.6 release, will continue to work until the dashboards expiration date.

setting.png

Now, you can generate a shareable URL for any dashboard.

Shareable URL Locations

You can find the "Shareable URL" function in the Global filter of any dashboard or from the individual reports on the Manage Dashboards page.

Global Filter of any Dashboard

  1. Select the Dashboards tab, and the list expands.
  2. Hover over the Dashboards option and the following dashboard types appear on the menu:
    • system 'Shared' Dashboard
    • your 'Personal' Dashboard
    • user's 'Saved with Filters' Dashboards
  3. Select the filter iconfilter_insights.png and the Filters menu opens.

shareable_URL_OD_Dashboards_tab_global_filter.pngManage Dashboards Page

  1. Select the Dashboards tab, and the list expands.
  2. Hover over the Dashboards option and select Manage Dashboards.
  3. Locate the dashboard you would like to share the URL.
  4. Select the list icon insights_dashboard_list_icon.png to expand the dashboard options.
  5. The Shareable URL link is visible.
    Note: The Shareable URL link is available in both the Available Dashboards and the Saved with Filters section.
    OD_available_dashboards_shareable_URL.pngOD_saved_with_filters_shareable_URL.png

Use the Shareable URL Function

When you select Shareable URL, a popup appears for you to either:

  • Send an email to users 
  • Copy the URL

shareable_url.png

IMPORTANT:

  • Shareable URL is a feature for Insights-Users who have access to Site Administration only. Only an Admin with access to Manager's Administration is able to generate dashboard token. To confirm, try to access Manager's Administration from the right upper corner of Manager, underneath your name. 
  • Editor will not have visibility to this functionality.

Send Email

  1. Enter the email addresses of the users you would like to access the Dashboard you are sharing.
  2. Select the Send email button.
  3. The chosen recipients will receive an email with the following content.

OD_email_dashboard_url.png

Copy URL

  1. Select the Copy URL button.
  2. The URL will be copied to your clipboard.
  3. You can then paste the URL into any application you choose.

More Information:

Read the Embed Reports article for instructions on sharing reports with an embedded script.

 

 

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