State of Wisconsin Department of Health Services

Release 23-03 November 10, 2023

9.1.4 Sharing a Dashboard

(Video instructions available: Sharing a Dashboard)

Sharing a dashboard saves a new dashboard and allows the creator to share it with other users.

To share a new dashboard: 

1. Select the three dots next to the dashboard name and select Publish (Enable Sharing).
2. Enter the name and description of the dashboard. 
3. Select Save to Genesys Configuration Server. 
4. Choose the folder to store the dashboard in. 
5. Select Save.

Updating a shared dashboard:

1. Select the three dots next to the dashboard
   1. Select Update Shared Copy and select Yes to update the shared copy. This new version of the dashboard is saved in place of the last version.
   2. Select Save As to save a different version of the published dashboard for personal use.
      1. Enter the name and description of the dashboard. The name can be different than the original name.
      2. Choose the folder to store the dashboard in.
      3. Select Save.

Note	Do not update the Genesys templates.

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Publication Number: P-03208