Sharing & Publication
How do I share dashboards with non-Magnifi users?
The dashboards within Magnifi will not appear for all users until the views are made public in Zoho. A Zoho user can do this as follows;
- In the "Explorer" view, select the relevant dashboards that you would like to share and click on "Share";
2. Click on "Make Views Public", tick options "Export Data" and "View Underlying Data" and then "Make Public". The Export Data option will show an export icon on the dashboards in Magnifi that allows the user to print the report to pdf. The Underlying Data option will allow the user to select a data point within a chart and view the detailed data behind that value.
The link/URL provided can then be shared with the user. However you can also provide the link from within Magnifi and assign a password to the link.
The link can be viewed from within Magnifi under the Zoho menu item as shown below;
Can I include a password to access the dashboards?
Yes, after you have made views public (as per above), you can click on the "Dashboard Password" under the Zoho menu item in Magnifi and insert the password.
How can I print the Dashboards within Magnifi?
When you "make views public" in Zoho (as per above), you have the option to "Export Data". If you select this option, it will show an export icon within Magnifi that allows the user to print the dashboards;