Getting a report link
Filter settings and any additional settings and selections that you make for charts (for details, see Additional actions for charts) and tables (for details, see Additional actions for charts) in a dashboard, are only visible to you. Other users in your XTM Cloud Business Intelligence Dashboard instance can make their own settings. So, to inform other users about important trends and other findings that you have discovered, you can share your dashboard view with them. There are many ways to do so. One of them is to get a report and share it with the relevant users. To do so, follow the procedure below. To read about other ways to share a dashboard, see Additional actions for charts.
In the top right-hand corner of the screen, select the caret down icon
next to the Share button.From the menu, select the Get report link option.
Result: the Get a link to this report popup is displayed.
In the Get a link to this report popup:
select the Link to your current report view checkbox. If you do NOT select it, users with whom you share the link will see default settings instead of filters that you have applied and additional settings that you have made.
from the Link to share section, copy the relevant link. You can use the copy icon
on the right hand-side of the link field to do so.
Share the copied link with other users of the XTM Cloud Business Intelligence Dashboard instance. You can email it to them or share it in the instant messaging system that is used by your company.
Result: the relevant users will see the relevant dashboard exactly the way you see it. So, all your filters and additional chart and table settings will be preserved. They can edit the relevant dashboard by adding their own filters and, for example, additional metrics for a chart.