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ajrufer
Contributor ⭐️⭐️⭐️
December 21, 2020
New Idea

Be able to share a dashboard with people outside of account

  • December 21, 2020
  • 4 replies
  • 106 views

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
    Expert ⭐️⭐️
    December 21, 2020

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

     

    ajrufer
    ajruferAuthor
    Contributor ⭐️⭐️⭐️
    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 ⭐️⭐️
    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!

    Contributor ⭐️⭐️⭐️
    March 1, 2024

    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.