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How to Share Dashboard Data with Customers

Daniel Marsh_b3msnk

Hi All,

I am trying to set up a dashboard where our "customers" are able to view service desk stats.

Is there any way that it can be shared with anyone deemed as a "customer" (when they're actually just the internal company users) whether sharing the dashboard itself or outputting the data to a file that can be read and presented on an external dashboard?

Thanks in advanced

Accepted answers

All comments

Marcus Jones

HI Daniel,

Welcome to the community!

Probably the easiest way to share with your "Customers" is to build go to your "All Dashboards" page and select the dashboard you want to share. Then select "Rename or share dashboard". Under the "Viewers" section, you could add your default customers group, which would require a customer to sign into their customer account to view the dashboard. You could also make it public if information is not proprietary and you don't mind making it accessible to anyone on the internet. Then just grab the URL and share it with your customers.

~Hope this helps

Marcus Jones

Oh, and you'll want to configure automatic refresh if you haven't done so already.

Ivan Garcia _Appfire_

Hi @Daniel Marsh

If you're up for trying an app, we develop Dashboard Hub for Jira – Custom Charts & Share Reports which allows secure external dashboard sharing with password-protected links.

We have two customer success stories (Over 150 hours saved and Increased customer transparency) with your very same use case

Hope it helps,

Iván García, Product Marketing Manager at Appfire

Daniel Marsh_b3msnk

Hi Iván

I'm up for using this however can you confirm if the "users" is referring to the agents i.e. IT Staff that will use the service desk or the customers (out internal users)

Kind regards

Daniel

Daniel Marsh_b3msnk

Thank you for your response
I've been trying this and the dashboard is public, but the project isn't viewable to the customer so they can't see the data from the dashboard

Daniel Marsh_b3msnk

HI Iván

Trying to use the Dashboard Hub (which is ideal so thank you for the recommendation)
Every time I load it, it always loads the welcome message, is there a way to stop the welcome message from loading upon every log in?

Kind regards

Daniel

Ivan Garcia _Appfire_

Hi @Daniel Marsh

We're very happy you decided to try our app

The welcome message should only pop up at the beginning when you don't have any dashboards yet. Our guess is that you probably bookmarked the "Dashboard Hub Onboarding" page and you're accessing the app from there. Can you kindly check if the URL you bookmarked/are loading ends in ?ac.getStarted=true?

All the best,

Ivan

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