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QMetry Custom Dashboard access depends upon the package you have purchased as mentioned in the table below.

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C. Share the dashboard: Click on the Share Dashboard icon to share the dashboard further with other users with “View” rights or as co-owners.

Unshare a dashboard

The dashboards can be unshared for any user or group of users by clicking the Delete icon from "Users" and "Project / Role" tab.

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Share Dashboard through Embedded URL

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  1. Open the Edit Dashboard screen and open the Project/Role tab.

  2. Click on the Delete icon for the Project/Role to stop sharing the dashboard with users holding the role in that particular project. The removal will discard the dashboard access to the users who were falling under the selection criteria.

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Clone a Dashboard

Users can copy the existing custom dashboard with all the gadgets added to it. The feature is useful when users want to reutilize the created dashboard with gadgets under it and add more details as per the new specifications. With the Clone Dashboard feature, users do not have to repeat the process of creating a new dashboard and searching and adding the same gadgets all over again. For example, users can create the same dashboard to be shared with Business leadership with different data points.

The dashboard is cloned with allocated rights. You can still modify the permission assigned to users/roles for the dashboard.

Permissions Required: Users with Report "Modify" rights for the project can create a clone of the dashboard.

Steps:

1. Click on QMetry Custom Dashboard on the navigation bar at the left. The QMetry Custom Dashboards screen opens. 

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Once you schedule the dashboards they will be displayed on the Schedules tab. You can edit and delete the schedules by clicking on the respective icons.

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Export Dashboard to PDF

To export the dashboard gadgets to PDF, open the Custom Dashboard and click on the PDF  icon on the header. 

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