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How to publish a dashboard

This guide explains how My Dashboard visualizes agency data with predefined and custom charts across key categories.

Step by Step Guide:

 

My Dashboard visualizes agency data at various levels. Access predefined and custom agency charts across the following categories: Balance Sheet, Jobs, Profit & Loss, Resources, Revenue, and Time.

Tip: Depending on access rights, Users can Publish a customized dashboard and make it available to other people in the agency.

1. Click Publish.

2. Select the employees you want to share the dashboard with, enter an optional message, and click Publish.

Tip: An email will be sent to each of the employees notifying them that you have created a new dashboard for them.