Share Dashboards as Embeddable Objects

Feature requests
,
1

Good morning…

User Story: As a Consultant in a firm that works with may out side entities I would like to be able to embed a view (read only) dashboard on a webpage (like a SharePoint site) so that my external clients don’t have to log into another system to get project progress information.

Use case:
My company has a “customer portal” based in SharePoint where all customer documentation, including project documentation, is neatly organized for quick access. Most people that we work with and that have access to this portal are not the type that need to update anything in our boards. They are executives that want project updates in a quick, digestible way. We’ve tried other platforms that allow guest access, but found that no one ever logs into another system for project updates. They will go into our customer portal though, because it has lots of documentation about the vendors they are working with, invoicing, MSAs, etc… We want to provide Dashboards in this area of our portal so that these updates can be provided visually, in seconds, rather than having to find a document to read. Boards are already embeddable…hopefully embedding dashboards isn’t far off?

Appreciate it!
Rob

2

I am also looking for this feature. For example, it is only possible to have a Gantt Chart Widget that connects across multiple boards to show a Epic/Stories overview. I would like to be able to share such view with my clients under an embedded object just like we do with boards.

I don’t need to share the entire dashboard, although that would also be great, but whether just share the individual widget found within that dashboard.

1 Like
3

I would also enjoy this feature, as it would allow better visibility and transparency of our project portfolio in the organization.

4

Seems odd to me that boards are embeddable, but dashboards are not…

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5

I am looking for this feature to embed a dashboard. My clients have a portal and usually get lost or frustrated if they have to login to another platform. Would like to embed a read only.

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6

It would be awesome to embed Dashboards into sites like Sharepoint to allow for portfolio reporting all in one place! It seems like the functionality is already there for all objects besides Dashboards.

2 Likes
7

Yes, I totally agree. This would be especially useful for things like calendars, which are there to be shared!

8

HI @here! This sounds like a similar request to Sharing dashboards without sharing connected boards… Make sure to vote on it as well and let me know if I can combine the requests?

9

I also think this request is already been implemented, as I see the “Share” option on boards view.

10

Hi @Julietteb! It depends on how you go about solutioning the user problem in the other post. I quickly scanned the other request and it seems like they want guest access to dashboards. The difference is that here we’re needing embeddable objects as an additional ask. These dashboards are to be shared on external sites like SharePoint or of such. I hope that clarifies it.