Publishing Dashboard
Introduction
Feature(s)
If you publish a created dashboard to a member, the member will be granted the dashboard visiting permission. To be specific, the member can access the dashboard.
Application scenario(s)
Only when an admin grants you the dashboard visiting permission can you view the components and data in a dashboard. If you only have permission to view a single component in the dashboard, you cannot access the dashboard to view other components and data.
Publishing Dashboard & Setting Permission
- Dashboard publishing determines whether a member can visit the dashboard. If you publish the dashboard to a member, the member can view the data in the dashboard.
- Dashboard data permissions: It includes the data viewing permission and the data processing permission. You can set the two permissions for members respectively.
- That is to say, dashboard publishing determines who can access the dashboard, and the dashboard data permissions determine which data these people can view and process.
Operation | Access a Dashboard | View Data in a Dashboard |
Not publish a dashboard | × | × |
Publish a dashboard without setting data permissions | √ | × Not permitted to view all the data in dashboards |
Publish a dashboard and set data permissions | √ | √ Permitted to view all the data in dashboards |
Publishing to Member(s)
Publishing on the Dashboard Editing Page
Click Publish, select a member from Dept. & Member List, and enable View Dashboard. Then the selected member has permission to visit the dashboard.
Publishing in App Management
An admin, who is granted the app managing permission, can click App Management > User Permissions.
Select a dashboard, and select a member or a department from Dept. & Member List. If you do not need to publish the dashboard, click 
Exporting Dashboard
If you set Export Dashboard, you can export the statistical results of the entire dashboard in the form of pictures or PDF files.
An admin who has permission to set an app can export the dashboard in the app. If the admin needs a member to export the dashboard, the admin should set Export Dashboard.
After setting Export Permission, the member who has permission to view all the data in the dashboard can export the dashboard. For details, see the sections "Publishing on the Dashboard Editing Page" and "Publishing in App Management".
Preview
If you publish the dashboard to a member, the member can view the dashboard when visiting the app.
Publishing to All
Setting Procedure
1. Set external links.
Publishing to all means that users, who are not in your company/team, can visit the dashboard without logging in to Jodoo.
When you publish the dashboard, you can enable To All, click Copy, and send it to external users. If you need to encrypt the access, click Set Password. External users need to enter the correct password before accessing the dashboard.
2. Embed links into web pages.
If you need to embed the link into web pages, click Embed Link.
3. Export data from charts.
When publishing a dashboard to a member, you can enable Export Data from Chart.
After enabling the feature, you can export data on a web page from the chart for which you have ticked Export Data in Settings.
Note:
1. You can export data from indicators, pivot tables, and detail tables.
2. The limitations for exporting data are: 16 MB, 100,000 rows, and 1,000,000 cells.
3. Each chart can only be exported once every minute. Each company is limited to 50 exports every ten minutes.
4. You cannot export chart data on mobile.
Demonstration
Other Settings
Setting as Homepage
In Publish, you can set the dashboard as a homepage, on which members can handle tasks.
