Use the Dashboard Manager to copy, share, archive, and schedule dashboards for delivery.
Best practice when using the Dashboard Manager is to have no more than 300 dashboards for any single user. Also, please note that the manager loads all shared dashboards below, so be judicious with sharing dashboards.
Click Analytics > Components > Dashboards .
Shows whether the dashboard is shared.
Lets you schedule the dashboard for delivery.
This functionality is no longer available.
Push to Users
Lets you share a dashboard.
Lets you edit, copy, and delete a dashboard.
Migrate a legacy dashboard
Existing legacy dashboards will continue to be run and you can still edit, download, and schedule them; however, you can no longer create new legacy dashboards. You are strongly encouraged to upgrade existing legacy dashboards to the newer dashboard format.
Moving forward, consider using Analysis Workspace projects and their ability to be downloaded and scheduled.
When you copy the legacy dashboard, the system opens the legacy dashboard for edit, where you can add legacy content or new content. When you copy a legacy dashboard, the original is preserved in the list of legacy dashboards.
Adding legacy content to a dashboard creates a dashboard based on the latest dashboard functionality. However, the legacy reportlet might contain data that is based on the previous data platform.
To migrate a version 14.x legacy dashboard
- Click Analytics > Components > Manage Dashboards .
- In the Manage column, under Legacy Dashboards, click Copy to New Dashboard .The copied dashboard opens in the dashboard layout editor.
Schedule a dashboard for delivery
In the Dashboard Manager, you can see whether a dashboard is scheduled for delivery, and edit the schedule. The dashboard delivery options are identical to the report delivery options.
- Open a dashboard.
- Click More > Send .See Schedule and Distribution for more information.
Archive a dashboard
This functionality will no longer be available in January, 2020.
Steps that describe how to archive any sent dashboard as a PDF file. The system stores the archived file for two years, or until you reach a maximum limit of 4 GB of archived reports, whichever comes first.
- Open a dashboard.
- Click More > Send .
- In the Email Report group, enable Archive .
- Specify delivery options, then click Send .You can view archived dashboards in the Dashboard Manager. Alternatively, open a dashboard and click More > View Archive .