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How to Build a Firmwide Dashboard

 

How to Build a Firmwide Dashboard

1. Select the dashboard name tab 

How to Share a YCharts Dashboard With Your Team - Step 0

 

2. Select Share

How to Share a YCharts Dashboard With Your Team - Step 1

 

3. Adjust the dropdown on the left to your firm's share group

How to Share a YCharts Dashboard With Your Team - Step 2

 

4. Adjust the dropdown on the right to Can View

How to Share a YCharts Dashboard With Your Team - Step 5

 

5. Check or uncheck Notify people

How to Share a YCharts Dashboard With Your Team - Step 6

 

6. Select Ok

How to Share a YCharts Dashboard With Your Team - Step 7