How to share the Dashboard with the Reports in one go?

Subhash4
Mega Contributor

When I share a Dashboard to a user, I also need to share all the reports visible as a widget on the dashboard individually one by one.

Is it possible to share the Dashboard and all the Reports within that dashboard should be automatically shared to the user?

14 REPLIES 14

Ruben Viera
Tera Contributor

Hello,

I created an automation with business rules, that will share all underlying reports when a dashboard it's shared.

You can go to this link Share Dashboard Reports on Share to download the update set.

Please, leave your review.

Thanks.

Hi Ruben, 

 

Why did you use three business rules to share the underlying reports? Do we really need all the 3 BRs?

Sure, but is not enough. I have a dashboard with 20 tabs and 8 report for any tab. It's really strange that reports cannot inherit rights from dasboards. 

Andrew_TND
Mega Sage
Mega Sage

Hiya

I've had this issue in the past and after days, weeks and months of searching unfortunately it can't be done. However, if its any consolation you can make changes to all your Dashboards on mass via the Dashboard Administrator Module. 

Cheers

Please mark as helpful or if its resolved your issue please mark as correct.

davidc2
Tera Contributor

Maybe this would be a good topic for an enhancement request