After publishing - granting access to all users

Follow these steps when the dashboard is ready for everyone to use.

Move the dashboard to the 'For All Users' folder

Hover over the dashboard name and position your mouse over the blue dots. Drag and drop dashboards between collections or reorder them.

Within a period of time, the system will make the new report available to all user on the Home page.

Using refresh on the Home page

If you move a report from any folder to the 'For All Users' folder, you may have to wait a short period of time before users will see the report on the Home page. If you want users to see it right away, you will need to perform a refresh:

1. Click Home on the navigation bar.
2. Click the menu icon on the right-hand side of the page.

   

3. Scroll down the list until you find your company's name followed by 'Custom'. Click the reset icon next to the word custom.

   

4. Wait several seconds. When the reset is finished, the report name displays under the Custom Dashboard area on the Home page.