Creating a Published Dashboard

Question

• How do I create a publicdashboard to share information with end users?

Environment

• Enterprise global licence with access to Analysis (required to create the published dashboard)
• Technician or greater access to applications being reported on (ex, ticketing, assets, projects, or analysis applications)
• Work Management (TDNext) (required to create reports for the dashboard)

Answer

1. In Work Management (TDNext), create the reports to be placed on the public dashboard
2. In Work Management, as a user with access to Analysis, create a dashboard with the desired reports
3. Click Dashboard Settings (gear icon) and check the Publish in client portal box
4. Select the Visibility option:
   1. Public: Visible to users without a login.
   2. Signed-in client portal users: Visible to users when logged in.
5. (OPTIONAL) Set an expiration date in the Published Until field.
6. Copy the Published Dashboard URL link for the applicable Client Portal.
7. Click the Save.
8. Then click the Save button at the top of the Dashboard editor

Public dashboards can be placed on the Client Portal, and the header and footer of the report can be hidden (see related articles).