You can share dashboards with users who do not have a Wink account, and you can also create custom views of your dashboard for different team members.
Video Walkthrough
For a visual walkthrough, How to share or restrict a report/dashboard in Wink V2 that demonstrates how to create a chart or graph from a report in Wink V2 step by step.
This method is particularly useful if you want to display personalized data for each member without having to create separate dashboards.
Open Your Performance Dashboard
Open the dashboard that you want to share.
Apply the necessary filters to personalize the view (e.g., filter by employee or team).
Set Filters for Team Members
Click on the “+” icon next to the dashboard filters.
Set filters (e.g., Employee – Completed by) and select a specific team member.
This will refresh all widgets to display data according to the selected filter.
Save the Filter
Click on the filter icon, then select "Add as a new saved filter."
A new window will appear where you can name the filter. Click "Save."
Generate the Shareable Link
Click on the Share URL button. A new window will appear.
Click "Share Link."
Name the link to identify the team member (e.g., "John's Dashboard").
Ensure the saved filter name is checked, then click "Create Link."
Share the Link
Copy the generated link using the copy icon. A popup will confirm it’s been copied.
Share the link with the respective team member.
Managing User Permissions for Shared Dashboards
- View-Only Users: Can view the dashboard and interact with the widgets based on the selected filters, but cannot modify the dashboard or its settings.
- Editors: Can modify the dashboard’s filters or widgets (if permitted by the permissions set for the dashboard).
- Admins: Have full control over the dashboard, including creating custom views, editing widgets, and modifying permissions for other users.
Updating the Dashboard View
- You can update the filters without needing to create a new share URL.
- Simply ensure the current dashboard view is the one you wish to share.
- To refresh the view, click the Share Link button and select the saved filter to update the view.
Benefits of Sharing Custom Dashboards
- This method helps maintain a single dashboard while providing tailored views for different users.
- Permissions allow you to manage who can view or edit specific dashboard data, ensuring secure access and ease of use.