Our team has been using Monday for a few months now, and we decided to start sharing some dashboards with our clients. However, it is apparently not possible to share dashboards with guests, if the underlying connected dashboards are not shared with that specific guest as well. We cannot grant access to the underlying boards, because it also contains information about other clients. Therefore, we would like to see the functionality to invite guests to boards, who can solely view the dashboard (not edit), without the need to provide access to the underlying boards as well.
Let us know if you would like to see this feature as well!
This seems like a great idea that my organization could use as well. We have a Board of Directors who are sometimes in flux, and we want them to have an overview of what’s going on, but we don’t always want all of them to be able to see the details.
Guest access to certain dashboards could also be a useful way to expand our communication with donors - we could let them see where their money is going and make them feel more involved, without also giving them access to messy behind-the-scenes work, client contact info, etc.
This is a big deal for us as we’d like to aggregate a dashboard for our clients where they could interact (comment on updates, leave an update on an item, etc) but without needing access to the specific board those items come from.
This is huge. We have the exact same issue. I suppose you can grant access to the underlying boards and then restrict access to column info but that’s a huge pain. Even within our organization I need to share aggregated data on a dashboard without anyone able to see underlying detail (think anonymous employee surveys). I believe I’ve put in a feature request for this, but reiterating this would be something that is extremely useful.
I have put in a feature request as well. My experience has been Monday.com priorities what people want. I’m simply trying to corral everyone who wants to see dashboard or guest view functionalities updated in one place!
With specific use cases. For us, it’s client view/interaction as a service based company (which is funny because you’d think Monday.com would go hmmm a lot of users want to share Monday.com with guests + introduce them to the software #Win#Win!!!
For AJ (above) it’s non-profit/dashboard visibility which I think is huge! I would love that if the 501C3s we donated to had an interactive dashboard…
Would be a great feature for us as well. This is pretty essential for us, so we might have to leave the platform if this doesn’t get implemented in some way unfortunately.
Is there any update to this. I cannot figure out a way to share certain information with customers unless I keep MANUALLY duplicating information making it really difficult and time consuming to manage the different projects we have an the go. I have tried printing to PDF, but that never comes out right. I tried “printing” dash board but that does not work. All I want to do is send them the Gantt chart without sharing ALL of my information and other customer information.
Currently, when you view a dashboard, the charts and graphs will only reflect data from connected boards that you have access to. Meaning, if you don’t have permission to the boards that supply the data to the dashboard, you can’t view the graphs and charts in the dashboard. I do like this - because of the drill-down features of the graphs and charts, it makes sense that dashboard viewers need permission in order to be able to view that data. However, there are many cases where you might want to share the graphs and charts with another user, without giving them access to the data that generates them.
For example, I might want to have a graph that shows this months sales, and I might want to share the graph with people outside of my team so they can see how sales are progressing through the week, but I might not want those people to be able to drill down and see the details of each individual sale.
Or for another example, I might want to have a workload widget that shows my available capacity, and I might want to share this with people from other teams that regularly require my services, but I might not want those people to be able to drill down to see the details of all of my tasks.
Currently, there is no way to do this in Monday.com (as far as I can tell).
Possible solution(s)
If the drill-down features are the only reason that users should not be able to view graphs and charts on a dashboard without permission to the connected boards, then being able to disable drill-down features could solve the problem. (If there are other reasons, then I’d love to hear them.)
Perhaps you could have a dashboard setting called “report mode” that disables all drill-down features, so users can view the graphs and charts without being able to drill down into the data that generates them.
Or, even better, enable owners to invite users to the dashboard with a new permission level called “report viewers” that disables all drill-down features for that specific user, so they can view graphs and charts without being able to drill down in the data that generates them, while other users of the same dashboard who are invited with normal permissions can use the dashboard with full functionality.
Since posting this it seems things have changed slightly. A user is no longer able to view a dashboard if they haven’t got access to ALL of the boards connected to the dashboard. This is definitely a very important improvement as previously there was a risk that people would be misled by the graphs and charts they were seeing since it would have had an incomplete set of data if the user didn’t have permission to all of the boards. However, this change has no impact on my desire to share dashboards with colleagues without having to give them access to the connected boards.
My preferred solution would be that when a user is added to a dashboard that is connected to boards they do not have access to, I’m notified the same way I currently am about which boards they do not have permissions for, but instead of being completely blocked out of the dashboard the user would simply see the graphs and charts without the ability to drill-down into the boards and items that power them.
We have been hoping to create a global dashboard that has multiple boards organized in one time line to send out to our executives and partners. The main issue is that we don’t want them to need a login, we just want them to be able to view the time line/calendar. Sharing this dashboard would be inc…
We are interested in doing a similar thing. We need to share a view only view of a dashboard or embed a view anywhere so that executives can review up to date project statuses without being Monday.con users.
Thanks
MJ
While waiting for Monday’s Product team to implement this, you can use an add-on such as Analytics & Reports by Screenful . You can use it to create custom charts with your Monday data and compile them into Reports . The reports can then be shared with anyone in your organization via email or Slack as a PDF on a custom schedule.
You can configure everything once, and your manager will start receiving weekly project status reports that are automatically generated with the most up-to-date data.
Would be interested in being able to share a dashboard with our managers as well without the need to give them access to all the connected boards. The ability to still search and view would be perfect with no need for them to use specific drill downs to see the rest of the data outside of the filters applied to the dashboard. The reason for being that all data for all stores is available and they would only need to see their stores which I have broken down into multiple dashboards
it will be mega delightful to know if the request is moving to the sprint plans of function add-up, please. In my perspective, the user would like to have the dashboard “Read Only” for the guests account or any senior teammate.
The connected board is great for admin or project managers’ data maintenance ONLY
If you want to share specific dashboards with external stakeholders – and you’re up for trying an app – you should check out Dashboard Hub. It is developed by Appfire, company I work for.
Dashboard Hub is an app that empowers anyone in the team to easily create and share powerful dashboards with formulas, custom charts and nearly 100 metrics – regardless of technical skills.
It allows to create secure and unique public links to share dashboards and reports to external stakeholders in seconds. As you can see in the GIF below, people with the link (and the password) will only see that specific dashboard, without compromising any data from other dashboards.
