Configuring dashboard settings in NextOS Analytics

Configure the dashboard settings to publish the dashboard to a specific location. Specify how the dashboard will be shared. Share a dashboard to all users or to individual accounts and individual users.

  1. Upon completing and saving a new dashboard, click the Settings button on the dashboard preview page.
    -OR-
    From the list of custom dashboards in the Dashboard Builder view, click the Ellipsis (…) icon corresponding to the desired dashboard, then select Settings.

  1. In the Settings window, select a location from the Publish To drop-down list to specify the location to publish the dashboard. Locations to which the dashboard has already been published will appear in the Location(s) Published list.

NOTE: The selection you make here will appear on the list after you click Save.

  1. From the Share With drop-down list, select one of the following options:
    • All Users: Share with all users.
    • Specific Users…: Share with specific users or accounts. Click inside the text box and type a name to search, then select the user(s) from the drop-down list. Repeat to select multiple users or accounts. To remove any selected users, click the X next to the name.
  2. Click Save. To close the window, either click Cancel or click the X at the top-right corner of the window.

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