Dashboards and sharing

An answer you want to see again belongs on a dashboard. A dashboard you want others to see can be shared with colleagues, or, with a link, with people outside the company.

Put an answer on a dashboard

Save a question, and it joins the main dashboard of the group it is filed in. To put it on another dashboard, choose Add to dashboard on the answer and pick one. You can also make a new dashboard from saved questions.

A dashboard always shows the latest numbers. You can arrange the blocks, take one off and bring it back, and look at the dashboard as it was on an earlier day.

Pin it to your Home

Choose Pin to Home on a question, a list, a dashboard or a number, and it shows under Pinned on your own Home. Nothing changes for anyone else, and Take off Home removes it again.

Share with colleagues

A saved question belongs to the team. A question you haven’t saved stays private to you until you choose Share. To show a colleague a dashboard or an answer, send them its address. They open it with their own sign-in and see what their own access allows. If a table or column is hidden from their role, they get a note instead of those numbers. See Access and roles.

Download

In the … menu on an answer, a list or a dashboard you can download it as Excel, as CSV or as a PDF. You get the rows and numbers your own access allows. Guardian checks a download before it leaves Adea.

Public links

On Pro and Business an administrator can make a link that anyone can open, without an Adea account. It can show a dashboard, an answer, an insight or a list.

• What visitors see. The numbers as they were when the link was made, or when it was last refreshed. A link can refresh itself every hour or every day, if its maker chooses. A visitor never sets off a new look at your data, and the query behind a number is never shown. Tables on a shared page leave out personal columns.
• Lists. A link to a list can be read only, or let guests give their name and email, change statuses and add notes. A frozen copy of a list never follows later changes and stops working after 30 days.
• Visitors can ask questions. If you allow it, a visitor can ask about what is on the page. The answer comes only from the numbers shown there, never from the rest of your data.
• Protect it. Add a password, a last day, and the sites that may show the page inside their own.
• Your look. Shared pages carry your logo and colours, which you set under Settings, then Brand.
• Check first. Making a link sends data out of Adea, so Guardian checks it and you confirm it.

Switch a link off

The person who made a link, or any administrator, can switch it off, and it stops working at once. Settings, then Sharing, lists every public link: what it opens, who made it, how often it was opened and when it stops. Administrators see all of them, and everyone else sees their own.