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New Idea

Be able to share a dashboard with people outside of account

Related products:None
  • December 21, 2020
  • 4 replies
  • 60 views

ajrufer
  • Contributor ⭐️⭐️⭐️
  • 10 replies

I’d love to be able to create a dashboard and then give viewing access to one of our clients for them to review the data. Is this possible?

4 replies

sai_ram
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  • Expert ⭐️⭐️
  • 3727 replies
  • December 21, 2020

@ajrufer do you mean create a report like this and share for review?

 


ajrufer
  • Author
  • Contributor ⭐️⭐️⭐️
  • 10 replies
  • December 21, 2020

I’d like to be able to share a link to a dashboard where our clients who don’t have access to Gainsight PX can go and review data. It would be great if they could adjust timing on the reports to see differences between days/weeks/months but not have the ability to add new widgets or change what we are reporting on. Essentially a read-only view of a dashboard.

 

I know you can download reports and send them, but this requires manual effort on our team every month to download the report and email it out. If we could set up something that we could link to that continues to update without manual intervention, that would be great!


Jack-Occleshaw
  • Contributor ⭐️⭐️
  • 7 replies
  • April 7, 2021

This idea sounds amazing! many of our clients ask for usage reports which we can currently do in our product via an excel document, but something more visual would be amazing!


This would be very useful! We have colleagues we need to share data with that do not need access to Gainsight PX, just a dashboard or query builder report emailed to them regularly. 


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