Dashboards - Export reports for external parties
Refer to Product Ideas
Hi Team,
Is there a possibility to export dashboard for external parties to view?
Case: my client, KIT Group, want to share specific information from their congress events to their clients in a form of dashboards so they can view up to date information on the event sale progress and pipelines (KPIs). Is there a way KIT Group are able to share this?
We had Momentus Hub which enabled external parties to view specific information from Enterprise (where an express license would need to be purchased to enable this action). However, from what i understand, we no longer sell Momentus Hub therefore, is there any other way we can provide the same/similar?
My client needs to do this for every congress event they have (10-15 a year) so are asking if there's an easier way to accomplish the above.
I've had a look at dashboards in general and can't find the ability to export them so that they're shareable.
Example of a dashboard:
Many thanks,
Ella
-
Ella Fancett unfortunately we cannot currently export dashboards.
Can you add a feedback request in Pendo? I believe the best option to accomplish what they want is creating a new report. Asking Samy Kheloufi to confirm.
-
Richard Marmura do we recommend an EZwriter report for sharing reports? What would you recommend.
-
Hi everyone,
I do confirm reports cannot be exported currently. Only exception is with Chart/Pivot Table gadgets that could be exported to Excel, but it is a very manual process (gadget by gadget).
An alternative could be to have a license for each external party who needs access to dashboards, with confirguration of a view only role so that external parties cannot alter data or even access unauthorised parts of the software.
-
Thanks all, for the above. Noted regarding needing a license to view the information required.
Seth Halvaksz i'll enter a pendo request for this case as requested.
Please sign in to leave a comment.
Comments
4 comments
Date Votes