Embedding a dashboard on Home Page allows users to share vital information with other users within an organization.
Steps to Embed the Dashboard
- Navigate to "Safety Intelligence (New)" on the left-hand menu
- Open any saved Dashboard
- Select “Embed Link” from the top right corner
- Adjust the size of the dashboard if you wish to and copy the link.
- Navigate to Home Page and select “Edit Home Page” from under Site Operations.
- Select “Source” and copy the dashboard link and “Save”
- The dashboard is now embedded on the Home Page
Information on how the embedded dashboard works
- More than one dashboard can be embedded on the Home Page
- Dashboard embedded on Home Page gets filtered by the site you are currently on.
- Users with “Edit” and/or “View” access to the Safety Intelligence module can embed a dashboard on the Home page
- Users with “Edit” permissions only can edit the dashboard from Home Page. Any changes made to the dashboard on Home Page will get applied to the original dashboard in the reporting module and vice versa
- Users with “View” access can only view the dashboard on the Home Page