Ashby Analytics
User Access & Sharing Metrics
View Only Users
7 min
this document provides a quick overview of the view only user experience and functionality within ashby analytics introduction access and functionality view only users have the ability to access any existing report or dashboard in relation to the global, team, and job access roles they have been given configure their home page for easy access to any report or dashboard export dashboards as pdfs export data from individual reports receive notifications via docid\ fckr kkhnmjz6vuu3krvw receive scheduled dashboard deliveries via docid\ ttr2omug9yqpx1nkcmjs9 use dashboard filters to adjust reporting results as needed view jobs list, job profile, and default docid 0qsdvwtdgrs9qvxno3qrq navigating the dashboard interface use the + icon to add quick links to reports or dashboards on your home page select any dashboard filter option to apply it to all connected reports on the dashboard finally, if you'd like to export a dashboard, click more then export to download a dashboard as a pdf screen cast 2022 11 10 at 10 03 54 am gif change report view type on a dashboard click … then view type to change the report view type screen cast 2023 01 10 at 8 03 47 am gif export report images or pdfs click … then export image or export pdf you will be able to select the export file type and size screen cast 2022 11 10 at 7 56 19 am gif export report data as csv click … then view type change the view type to table, and then click … again you can now select export csv screen cast 2023 01 10 at 8 11 00 am gif navigating underlying reports view underlying reports click then go to report to directly see any underlying report screen cast 2022 11 10 at 8 01 35 am gif change report view type on underlying report click the … on any report on the dashboard and select go to report you can change the view option of the report in the view options section if you select the table view option and enable pivot mode, you can export the results in that format via csv screen cast 2023 01 10 at 8 15 57 am gif export report images or pdfs when viewing a report, navigate to the results section and select export png or export pdf you will be able to select the export file type and size screen cast 2023 01 10 at 8 32 27 am gif export report data as csv when viewing a report, navigate to the results section and select the table view option then select export csv screen cast 2023 01 10 at 8 37 55 am gif faq will changes i have made to reports or dashboards be saved? view only users do not have the permissions to save any updates made to reports or dashboards