# Options for a Published Dashboard
## Published Dashboard on the BDB Platform
The user can publish various analytics dashboards to the BDB Platform homepage via the **Publish to Portal** option provided in the Dashboard Designer plugin.
* The user needs to navigate to the dashboard list provided in a workspace.
* Access the **Publish to Porta**l icon from the list of Dashboards.
* The user gets redirected to the ***Publish*** wizard to choose a user or user group or exclude the user.
* Use a checkmark to choose the desired user/user group (Selecting the ***Exclude User*** option will exclude the user from the permission to access the specific dashboard).
* Click the ***Publish*** option.
* Two consecutive messages appear to confirm that the selected Dashboard is published after saving the latest changes.
* The user can access the published dashboard from the given location (My Documents is the default location for the published dashboards). E.g., the location for the following dashboard is ***My Documents***.
{% hint style="info" %} Please Note: The Publish dialog box can also be used to ***Exclude Users*** from the permission to access a Dashboard.
{% endhint %}
## **Options Assigned to a Published Dashboard**
* Navigate to the platform homepage.
* Select a published dashboard on ***My Documents*** or ***Public Documents***.
* Use a right-click on the published dashboard to open various credited options in a context menu.
### Open in New Tab
The user can open the selected dashboard in a new tab.
* Select the ***Open in New Tab*** option from the context menu.
* The concerned dashboard opens in a new tab.
### Properties
The user can access the properties details of a selected dashboard by using this option.
* Select a dashboard.
* Select the ***Properties*** option from the context menu.
* The Properties window appears with four options.
* **Properties:** The basic dashboard properties get displayed.
* Click the ***Browse*** option to upload an image.
* Click the ***Copy Link*** icon to copy the open document link of the published Dashboard.
* Click the ***Save*** option to save the update.
* **Share with User:** The dashboard gets shared with the selected user(s).
* Select the ***Share with User*** option on the Properties window.
* Search a specific user using the search bar.
* Select a user or all the users by putting checkmark(s) in the given box(es).
* Click the ***Save*** option.
* A success message appears stating that the document privilege is updated.
* The dashboard gets shared with the selected user(s).
* **Share with Group:** The dashboard gets shared with the selected group(s).
* Select the ***Share with Group*** on the Properties window.
* Search a specific group by using the search bar.
* Select a group or all the groups by putting the checkmark(s) in the given box(es).
* Click the ***Save*** option.
* A success message appears stating that the document privilege is updated.
* The dashboard gets shared with the selected group(s).
{% hint style="info" %} Please Note: If a dashboard document is shared using this option, then the selected users and user groups receive a view-only copy.
{% endhint %}
* **Exclude Users:** The user gets excluded from the rights to access a dashboard**.**
* Select the ***Exclude Users*** option on the Properties window.
* Search a specific user by using the search bar.
* Select a user or all/multiple users by putting checkmark(s) in the given box(es).
* Click the ***Save*** option.
* A success message appears, and the document privilege gets updated to exclude the selected user(s).
### **Report Burst**
The Report Burst operation allows the user to share the open document link of a Dashboard to another user(s). The feature appears under the ***Properties*** option provided for a story created or shared under the ***Public Documents*** space.
* Navigate to the ***Public Documents*** space.
* Select a dashboard and open the context menu with the available operations.
* Click the ***Properties*** option.
* The ***Properties*** window opens with multiple tabs.
* Select the ***Report Burst*** tab.
* Add an external or internal user(s).
* Provide Subject.
* Provide Description (Optional).
* Schedule the selected story document by configuring the time range.
* Click the ***Save*** option.
* A confirmation message appears.
* The Scheduler status becomes active.
* Click the ***Stop Schedule*** button to stop the scheduler.
* Click the ***Save*** option.
* A notification message appears to inform the same.
* The open doc link of the selected dashboard gets shared with the selected user at the scheduled time through the mail.
### Modifying a Dashboard
This section explains step by step process to modify an existing dashboard.
* Select the ***Modify Document*** option from the Dashboard context menu.
* The ***Modify Dashboard*** window opens.
* Enter the name for the dashboard.
* Describe the dashboard (optional).
* Upload a dashboard file from the local drive via the ***Choose Files*** option. (The dashboard should be in a BVZ file format).
* Provide Dashboard Parameters.
* Click the ***Add User Properties*** or ***Add System Properties*** option to add dashboard parameter(s).
* Click the ***Remove*** option to remove the added dashboard parameter.
* Click the ***Save*** option.
* A confirmation message appears to assure that the required data got updated.
### Adding/Removing a Dashboard to/from Favorites)
Administrators can add a dashboard to or remove it from the ***Favorites*** section.
* Select the ***Add to Favorites*** operation from the Dashboard context menu.
* A pop-up window appears with a message, “***Document added to Favorites**”*.
* Open the ***Favorites*** section.
* The selected dashboard gets added to the ***Favorites*** section.
* Use right-click on the dashboard to get the remove option.
* Click the ***Remove from Favorite*** option.
OR
* Navigate to the original Dashboard.
* Use right-click on the dashboard to get the remove option.
* Click the ***Remove from Favorites*** option.
* A message appears to notify the removal of the dashboard from the Favorites.
* The dashboard gets removed from the ***Favorites*****.**
### Moving a Dashboard
Administrators can move a dashboard from one folder or document space (E.g. ***My Documents***) to another folder or document space.
* Select a dashboard.
* Select the ***Move to*** option from the operation context menu.
* The ***Move to*** window appears displaying the available folders.
* Select a folder.
* Click the ***Move*** icon.
* The user gets redirected to the next screen where the selected folder appears on the top.
* Click the ***Save*** option.
* A success message appears.
* The dashboard gets moved to the selected space.
{% hint style="info" %} Please Note*:* *To view a dashboard, use a click on the selected dashboard.*
{% endhint %}
### Renaming a Dashboard
The Administrator can change the name of an existing dashboard.
* Select the ***Rename*** option from the Dashboard Operations menu.
* The ***Rename*** window opens.
* Enter a new name for the dashboard.
* Click the ***Save*** option.
* A confirmation message appears to assure the action.
* The selected dashboard gets renamed.
### Copying and Moving a Dashboard
Administrators can copy an existing dashboard and paste it at any chosen place within ***My Documents*** or ***Public Documents*** of the platform.
* Select a dashboard.
* Select the ***Copy*** option from the operation context menu.
* Select another folder and open the menu with the credited options.
* The Context menu appears with the ***Paste*** option.
Or
* Navigate to ***My Documents*** or ***Public Documents*** and right-click anywhere on the blank space.
* A context menu appears with the ***Paste*** option.
* Click the ***Paste*** option.
* The ***Paste*** window opens.
* The dashboard name displays the prefix ‘***Copy of-***’ before the original name of the dashboard (E.g., *Dashboard* gets a new name *Copy of Sample Dashboard*).
* Click the ***Save*** option.
* The selected dashboard gets copied with a different name.
### Deleting a Dashboard
Administrators can remove a dashboard by following the given steps:
* Select a dashboard.
* Select the ***Delete*** option from the operation context menu.
* A new window pops up to confirm the deletion.
* Click the ***Delete*** button.
* A confirmation message appears.
* The selected dashboard gets deleted.
### Report Burst
This feature helps to notify the selected users or user groups with the open link and PDF report of the selected dashboard.
* Select the ***Report Burst*** option from the Dashboard options menu.
* The ***Report Burst*** window opens.
* Add the users or user groups.
* Provide a subject.
* Provide description (optional).
* Schedule the report.
* Click the ***Save*** option.
* A confirmation message appears.
* The scheduler turns on. You can switch it off by clicking the Stop Schedule option.
* The scheduler gets stopped and the same gets communicated through a confirmation message.
* The open document link and PDF report get shared with the selected user(s)/ user group(s) on the user's mail id.
{% hint style="info" %}
Please Note: You can enable or disable Report Burst option using the Dashboard Properties.
{% endhint %}
### **Insert Comments**
The comment option is provided for the published ***Dashboards*** to explain or insert feedback for the dashboard.
* Open a published Dashboard from the BDB Platform.
* Click the ***Comments*** icon from the header.
* A new window opens below with space to insert a message at the end of the window.
* Type a comment in the given ***Message*** space.
* Click the ***Send*** icon.
* The message gets added to the ***Comments*** window.
{% hint style="info" %} Please Note:
* The ***Comments*** feature is enabled for all the users who can access the dashboard document.
* The inserted comments display user initials and a record of time.
* ***Full Screen*** **/ *****Reduce Size*** icon is provided to view the form in full screen or reduce the form screen size.
{% endhint %}
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