Use the procedure in this article to share a link to a dashboard with external users who do not have a Zendesk account. The link can also be used to display the dashboard on a television or monitor. Users will have view-only access to the dashboard with the following security measures:
- Interactivity options are disabled when you share dashboards externally. For details about interactivity options, see Interacting with dashboards.
- Any IP restrictions configured in your Zendesk instance will be enforced and links will only be accessible from that IP range. For details about IP restrictions, see Restricting access to Zendesk Support and your Help Center using IP restrictions.
This article contains the following sections to help you enable link sharing, then share external links to Explore dashboards:
Enabling external link sharing (Explore Enterprise)
Before you can start sharing external links, an account owner or admin must enable this from the Explore admin menu.
To enable external link sharing
- In Explore, open the Admin menu () on the left panel, then select Dashboard sharing permissions ().
- On the Dashboard sharing permissions page, enable the Enable creating public links to dashboards option.
- When you are finished, click Save.
You can now create public links to dashboards. For more information, see Configuring Explore Enterprise dashboard sharing permissions.
Sharing an external link to a dashboard (Explore Enterprise)
Now that you've enabled sharing dashboard sharing, you can start creating and sharing links.
To share a dashboard externally
- Open the Share dashboard menu using one of the following methods:
From an open dashboard: From the Share drop-down list choose Share.
From a dashboard in preview mode: Click Share.
From the Dashboards library: Click Share from the settings () drop-down list to the right of your dashboard's name.
- From an open dashboard: From the Share drop-down list choose Share.
- The Share dashboard page opens.
- From the Share dashboard page, click Edit.
- On the Link settings page, click Enable link sharing.
- Enter a secure password for the dashboard. You'll need to let your dashboard viewers know what the password is. If you don't want to password-protect the dashboard, disable the Password protected checkbox (not recommended).
- When you are finished, click Save.
The Share dashboard page indicates that link sharing is now on. You can click Edit to modify your settings or Copy link to copy the dashboard link to your computer's clipboard.
Users can click the link to open the dashboard in a web browser or display the dashboard on a television or monitor.
When I "publicly" share a dashboard and add a password then the link works fine when I paste it in the Firefox address bar.
However, when I put this link in a Guide article the same link doesn't work. It seems to redirect to our Guide homepage. Even when I check 'open in new tab' the link doesn't work. Again, when I copy it from the link and paste it in Firefox, the dashboard appears.
Any insights? (pun intended for those migrating ;-) )
This is a creative workflow! I like it!
We did some testing and having a link to a dashboard in a Guide article as you mentioned did work when we tested. I'm curious if it is something permissions related. I'd like to take this into a ticket if you don't mind and do some troubleshooting with you directly?
Let me know if you're still having this problem and if you'd like me to create a ticket for you to do further troubleshooting!
Sorry for not responding sooner. I've created a ticket a while back and it's being researched by te Guide dev team. It probably has to do with hostmapping
No problem at all! I'm glad you're getting that figured out with our team!
I love this option. I am running into an issue with it though.
I am utilizing this with a wallboard for the entire floor to see. I have it setup on a screen/pc that never falls asleep and set with an auto refresher that hits every 3 minutes to keep the data updated. It works great for about an hour and then the data from the datasets stops loading after it refreshes, its almost like it disconnects from the dataset. Anything on the dashboard that isn't pulling from the dataset still works.
This obviously makes our wallboards not work if the data breaks after an hour.
It's too bad you need to setup a dashboard for each customer. It would be great if you could create one dashboard to expose on the community and have it limit the results to the logged in company/user. I have been embedding the password in the URL I send out but it would be nice for the customer to be able to log into the community and get this information directly. We are looking at trying to create something through code but having to manage 600 dashboards is a nightmare
When I share a dashboard, are the contents static? For example, I share a dashboard the sums article views on Wednesday. Articles are viewed for the rest of the seek. If the person I shared the dashboard with runs dashboard, do they see updated results or the results from Wednesday? Do I have to re-run the dashboard and re-share it?
When sharing a dashboard the time filters don't seem to work - data filters update as expected, but changing anything on the time filter doesn't update the reports. Is there any way to enable time filters to work on a shared dashboard?
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