Hyperlink to dashboards

Hi @alisapagerduty:  So, I’m guessing here, but you mean basically navigating to a dashboard, and then, grabbing the URL and emailing/messaging it to someone, correct?  

If so, no, that’s not doable, but you do have a couple of options.

1. You can export the dashboard.  When you do that, it exports to a ppt file that you can then email.  If you have a Success Snapshot loaded, it will also be branded and use your color scheme.  However, in my experience, this works great if you just have charts and graphs, but if you have tables, not so neat.
2. You can also set up a subscription for the dashboard to be emailed in that format.  You have the same basic options as the rule engine where you can send daily, weekly, monthly and select a time.
3. You can also configure individual dashboards for sharing, and in that case, a link is sent to the person you’ve selected.  Not sure if you are on NXT or another version, but this is the article about that for the SFDC version:

https://support.gainsight.com/SFDC_Edition/Reports_and_Dashboards/Admin_Guides/Configure_Dashboard_for_Sharing

Hope that helps!

I like all of Heather’s suggestions and also want to add that dashboards should have unique links. Are you not seeing that? It is possible that when you initially navigate to “home” it shows a generic URL, but once you choose a new dashboard within home, you should see a unique URL per dashboard. 

Spencer, the link does not change when navigating between dashboards. I do not want to ship images or PDF’s I do just want to share the direct link so that execs can easily navigate and dive in to the data. 

Hi @alisapagerduty  

There are two ways to achieve this today: 

1. External Link sharing - This is designed to share the dashboard with viewer license users. Basically users dont need to login to Gainsight. 
2. Directly grab the URL of a dashboard and share it with others like https://jbcxm.na124.visual.force.com/apex/HomePage?sfdc.tabName=01r6A0000011bZ9#a076A00000Bfn15QAB etc. The #a076A00000Bfn15QAB is the key navigation to the URL which Spencer mentioned will get populated, once you select a dashboard from the product. This needs users to be logged into Gainsight. 

When you navigate between dashboards, a dashboard id is added to the URL. 

I’m not seeing a way to do option 1- External link sharing? For option 2, does this work in the Lightening experience? The url does not change at all when I switch between dashboards so no unique identifier appears in the link to properly direct folks to a specific dashboard. If I share the direct url it simply takes users to the last dashboard they viewed. 

Hi @alisapagerduty - Here is the info on how to share Dashboards via external link sharing: https://support.gainsight.com/SFDC_Edition/Reports_and_Dashboards/User_Guides/Share_Dashboards

This does not meet the criteria of my feature requests: 

1. This option to share is only available if it has been allowed in the dashboard share settings. A fact that is completely missing from your support article and your instructions in this post. So I had to do a fair amount of digging to figure that out on my own. 
2. Once you enable the share settings you have to click a preview option to get to a link that is shareable. I should be able to simply share a hyperlink with a single click. I should not have to open multiple tabs to get to a hyperlink that can be shared. This is not an easy way to allow sharing. If an executive is required to go through this many clicks to share a dashboard I guarantee you they will not do it.

Hi @alisapagerduty - are your executives receiving the share link that is sent to them from someone else or are they initiating the share and sending a dashboard to someone? 

On your first point, I’ll share this feedback with our docs team and see if we can improve the detail in the support page. 

Is this actually Implemented as marked in NXT, at least in the intent of the original post? You still need to use the Share function, rather than being able to copy a direct hyperlink to a Dashboard AFAIK.

@sacha that is correct; you can’t just share the link as you would in Salesforce, for example. Plus once you add authentication on it for an OTP, it makes it even harder for execs to share among each other in the example that @dan_ahrens suggested. 

To that point, I completely agree with @alisapagerduty ‘s frustrations. I was so excited when I saw Horizon Dashboards would finally allow link sharing but became quickly disappointed when I saw just how frustrating the experience actually is. 

I would not call this Idea “Implemented”, as it is moreso a partial fix. 

In the SFDC version I was able to get this working with this format: https://{YOUR_INSTANCE}.lightning.force.com/lightning/n/JBCXM__Gainsight?0.source=alohaHeader/{DASHBOARD_GSID}

@rakesh  Can we get an option in NXT to share a Dashboard by a unique URL in the future ?

 @alisapagerduty ,

Today I tried with a solution and it is working super fine. I hope it will work for you too.

Note: This solution is for the users who are using Gainsight NXT on Salesforce ( managed package)

Workaround:

Inspect element  the dashboard , we can find the  Dashboard id starting with da in the logs like below.

Pick that id and add it at the end of your salesforce URL as below. That link can be shared to every one who have the access.

@rakesh  , @dan_ahrens ,

When we are logging in to NXT via gainsightcloud we are getting the unique URL for Dashboard and no issues there, We are facing this issue only when we are using NXT from salesforce.

Could that be possible from your side to give us the link directly by giving an option at DB? Instead of doing above efforts?

Regards

Raju ( One of the Ganisters)

No one is going to tell an executive leader to start inspecting HTML code and find IDs 😅, so indeed I hope we can bubble this back up as a feature request. 

We are also in need of this. I’ve tried every work-around I can find (grabbing link from token email), looking for dashboard unique id, etc. - all to no avail. We are using NXT via Salesforce and need a standard link for execs which routes to a specific dashboard each time the link is used. These users have Full/Viewer/Analytic licenses and should still be able to access other dashboards, the C360 and all other features that we make available to users that log in. Given the need to have full functionality, using Dashboard sharing is not optimal.

I’ve tried everything in this thread to no avail. We are also using NXT via Salesforce and need a direct link to share any dashboard with any licensed individual at any time; particularly managers and executives, but I also have use cases for the general user eg wanting to improve workflow and place a hyperlink to another dashboard anywhere I choose. 

Upvoting, this is a consistent blocker with NXT via Salesforce