SAP Knowledge Base Article - Public

2702158 - How to share custom Dashboards

Symptom

How to share custom Dashboards?

"Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental."

Environment

  • SAP SuccessFactors HXM Suite
  • Custom Dashboards

Resolution

For custom dashboards you just need to share the dashboard with the desired users (or roles). If you need to share the Dashboard with a role, but not for all users inside it, you can exclude the user and share the dashboard with all the other users in that role.

To share custom Dashboards, follow the steps below:

  1. Go to Home > Admin Center > Search for "Manage Dashboards";
  2. Click on "Manage Tile-Based Dashboards";
  3. Under the "Action" column, you will find the button to share the Dashboard: 

    manage_dashboards.png

  4. Choose the user or the role that you want to share the custom Dashboard and then click in "Share" button.

Please note: The users must have access to the tiles which were used to build the custom Dashboard.

See Also

2536495 - Dashboards & Tiles - User Assistance Documentation link

2702137 - How to share standard Dashboards

2539543 - How to Limit the Access (Permission / RBP) of a Tile / Dashboard to certain users

Keywords

How to share custom dashboards, dashboards, tiles, share, custom , KBA , LOD-SF-ANA , Analytics & Reporting (Ad Hoc, YouCalc, ORD) , LOD-SF-ANA-DSH , YouCalc Dashboards and Tiles (Dashboards 2.0) , How To

Product

SAP SuccessFactors HCM Suite all versions