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Adaptive Insights
Knowledge and Support - Adaptive Insights

Information About Dashboards

Question

What are the differences between Shared Dashboards and Personal Dashboards?

 Adaptive Insights is phasing out the use of Dashboards. New clients will see an Announcements tab instead of a Dashboards tab. The functionality of the Announcements page is the same as a Report Dashboard. For clients who already have the existing Dashboards feature, it will not be changed. If you have the Dashboards tab and would prefer to have the Announcements tab instead, send a request to support@adaptiveinsights.com and we can make the change for you.

Answer

There are two categories of Dashboards, Shared Dashboards which can be created by Administrators and pushed out to users in different levels and Personal Dashboards, which can be created by any user with the Report Access permission to display graphical Matrix reports. Here are few things to keep in mind when creating Dashboards:

  1. Each user can create their own Personal Dashboard , accessed by clicking the "Personal" link on the Dashboards tab. Personal Dashboards can only contain Matrix reports that have been saved as a graphical report.
  2. Administrators can create Shared Dashboards, which contain charts from selected shared reports. Shared Dashboards are shared between sets of users based on their level access, and can be viewed in the Dashboards tab in the planning area of the application. There are two different types of Shared Dashboards that can be created:
  • A Dashboard can contain up to nine graphical reports. Only Shared Matrix reports that have the graphical report option turned on can be included in this type of dashboard. Graphical reports with prompting parameters cannot be added to dashboards.
  • A Report Dashboard (or Announcements Page) can contain just a single report. Any Shared report that is not a repeating report, a static report (except for .txt and .html type files), a report book, or a report with prompting parameters can be added to a Report Dashboard. You could use the Report Dashboards functionality in conjunction with Conditional Report Formatting, to raise visibility to variance exceptions in an easy-to-read scoreboard format or to create an announcement page.
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