How do I add a dataset to an individual's personal dashboard
  • 26 Jan 2023
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How do I add a dataset to an individual's personal dashboard

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Article summary

After creating a new Dataset, you must first add it to the individual's Account Role, to give them rights to either view the dashboard and/or export it.

Example:

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After saving the Account Role, access the individual's personal dashboard in the Edit Mode. After clicking on Edit Mode, click on My Settings. In the Dashboard Dataset panel, select the dasboard name and choose to display it with either a Medium or Long width.

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Select the Custom Dataset as a Dashboard Panel you wish to display on the dashboard:

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Click Save to save your updates and exit the Edit Mode.

Upon saving, the selected dashboard will display in the individual's dashboard page.

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To change the location of the panel on the page, go back into the Edit mode and use your mouse to drag the panel to the position you want. Click Save Layout when you are done, to save the new panel position.


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