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Sharing your dashboards

Learn how to share your dashboards internally and with stakeholder outside your organization.

Amanda Robinson avatar
Written by Amanda Robinson
Updated over a week ago

Some of your text mining results may be more relevant than others. You can share this data in the form of reports both internally with colleagues, and externally with stakeholders who don't have access to the tool.

Sharing can be done from Focus Recommendations, Dashboards and the Analysis page. These offer you different views of the data. Focus Recommendations allows you to export an executive summary at the push of a button. Dashboards offer visualization through various charts and tables, while the Analysis page offers a view of the data in list form.

You don’t have to worry about contemporaneity, as results will be updated automatically if new data is added to the Organization.

Sharing your dashboards

Your fully customizable dashboards can act as reports which can be configured and shared both internally with your colleagues and externally with stakeholders. Those with access to these reports can drill right down into the data to gain valuable insights.

Sharing dashboards internally

When you share your dashboard internally, your colleagues can access the dashboard you have created but they will not be able to view or change your configurations so you don't have to worry about changes being made that you are not aware of. They will, however, be able to filter for Sentiment, Time, and using the filter dropdown at the top right of the screen, create all of the same filters available on the Analysis page.

To access dashboards that your colleagues have shared with you go to the "Shared with me" tab on the dashboard menu.

If you create a dashboard and you want to "give" it to a colleague so that they can have access to the all configurations etc, you should share it with them and then ask them to duplicate it. Now they have their own version of the dashboard you created and they can modify it as needed. Their modifications will not impact your version, only their own.

Sharing dashboards with the public

Sharing a dashboard with a public link is useful so stakeholders, who don't have access to the Keatext app, can see the dashboards and even click through to the records. The shared dashboards act as reports.

Stakeholders who receive a public link will have access to the Date and Sentiment filters as well as the filter panel on the top right which allows for filtering by Source and by Record fields.

You can create multiple public links.

You can restrict the filters available to the stakeholder. For example, we have a dataset containing online reviews for UberEasts in multiple cities. If I wanted to share a report with the UberEats manager for a particular city, Toronto, but do not want them to be able to access the data from the other cities, I can set my filter for that city. Then when I share I can lock the filter. This way the manager only has access to the data from that city but still can apply other filters, for example "age range" meaning they can segment further but only within the data that applies to them.

If you want the stakeholders to be able to access all the data, keep the filters unlocked before creating a public view.

Here's a little video explaining it all!

Learn about these topics in Keatext’s Learning Hub:

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