Publish a Dashboard

Get details about the various scenario to Publish a Dashboard.

Publish a dashboard to the Portal so end-users can access it. You can publish a new dashboard, republish an existing one, or publish as new to create a separate listing.

Prerequisites:

• You have permission to Publish to Portal.

• The dashboard is saved in a workspace.

• A Portal destination folder is available: My Documents (personal) or Public Documents (shared).

• (Optional) Target Users/User Groups are known; use Exclude User to deny specific users.

Publish to Portal (first time)

1. On the Designer homepage, click Manage.

2. Select the workspace that contains your dashboard.

3. Locate the dashboard and click Publish to Portal.

4. In the Publish dialog:

   • Folder Location: Choose My Documents or Public Documents.

   • Audience:

     • User List — select one or more users.

     • User Groups — select one or more groups.

     • Exclude User — optionally select users to deny access.

   • (Optional) Name/Description — review or edit if shown.

5. Click Publish.

• You’ll see confirmation notifications. The dashboard is available in the chosen folder for the selected audience. Recipients receive an email notification from the BDB Support Team.

Notes & Tips:

• Prefer User Groups over individual users for scalable access management.

• Administrators can unpublish a dashboard for an entire user group via the Document Management option in the Admin module. In contrast, an individual user can only remove a published dashboard from their view by selecting the Delete option on the homepage.

Republish (update an already published dashboard)

Use Republish to update the existing published item (keep the same listing/URL).

1. From Manage, open the Publish to Portal dialog for the already published dashboard.

2. Choose Re-Publish.

3. If shown, select the version you want to republish.

4. Review the existing audience (users and groups appear in the dialog). Adjust if needed.

5. Click Publish.

• The published dashboard is updated in place. Users continue accessing the same link, now with the latest version.

Best practice: Republish when you want to replace the existing portal item without creating duplicates.

Publish as New (create a separate listing)

Use Publish as New to keep the existing published dashboard as is and create a new portal entry.

1. From Manage, open the Publish to Portal dialog.

2. Choose Publish as New.

3. Select User List and/or User Groups for the new item.

4. (Optional) Use Exclude User to deny specific individuals.

5. Choose the Folder Location and click Publish.

• A new, separate portal item is created (distinct from the original). Useful for A/B versions, environment splits (e.g., UAT vs Prod), or audience-specific variants.

Notes:

• Click Publish to complete any of these actions: first publish, Republish, Publish as New, or to apply Exclude User changes.

• My Documents is best for personal or draft content; Public Documents is best for broadly shared dashboards.

• After publishing, see Options for a Published Dashboard (under Document Options) for actions like unpublish, rename, or move.

Troubleshooting

• Publish button disabled: Ensure a Folder Location and at least one User or User Group (unless your org allows public visibility by folder).

• Recipients don’t see the dashboard: Confirm Folder Location, audience, and that they’re logged into the correct Portal.

• No email received: Ask recipients to check spam/junk folders and verify their registered email address.

• Need to remove access quickly: Reopen Publish and move users to Exclude User, then Publish to apply changes.