Dashboards can be private, just for your own use or public, shared with your entire team for collaboration and standard reporting.
Understanding Public vs Private Dashboards
Every dashboard has a sharing status that determines who can see it:
Private Dashboards (orange lock icon)
- Only you can see and edit these types of dashboards
- Perfect for work-in-progress or personal analysis
- Default setting for new dashboards
Public Dashboards (green building icon)
- Everyone in your organization can see them
- Great for team resources and common reports
- Anyone can view, but only the creator can edit
How to Make a Custom Dashboard Public
- Open the dashboard you want to share
- Click the sharing toggle in the dashboard header
- Look for the lock icon (orange) or building icon (green)
- Click to toggle between private and public
- Public dashboards automatically appear in everyone's "Shared" section
Sharing Best Practices
Name public dashboards clearly: Since everyone can see them, use descriptive names like "Weekly Market Performance - Tourism Board" rather than "My Dashboard."
Keep them updated: If you make a dashboard public, maintain it regularly. Others are relying on it for their work.
Clone instead of editing: If you want to modify a public dashboard someone else created, clone it to make your own version rather than requesting edit access.
Use for standardization: Public dashboards are perfect for creating standard reports that everyone on your team uses—market updates, monthly reviews, board reports, etc.
What About Copying Dashboards?
You can't directly copy someone else's dashboard, but you can:
- Clone pre-built templates to create your own version
- Ask an administrator to create a public dashboard for team use
- Export and rebuild by exporting a dashboard as PDF for reference, then recreating the layout