---
title: View Only Users
slug: view-only-users
docTags: j7cEyCmCABSdDwyI2-2NX,a6GhndyAjUvfo8HfhhHOq,G8dmC6tNw9fak7qGrSH3Z
createdAt: 2025-07-10T11:04:40.524Z
---

This document provides a quick overview of the View Only user experience and functionality within Ashby Analytics.

## Introduction

::loom{url="https://www.loom.com/embed/0afd9605b285453eb89458c0d8604a99"}

## 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 [Alerts](docId\:fCkR-kKHNMJZ6vuU3kRvW)
- Receive scheduled dashboard deliveries via [Scheduled Dashboards](docId\:Ttr2OmUg9YQPx1nkCMJS9)
- Use dashboard filters to adjust reporting results as needed
- View Jobs list, Job Profile, and default  [Job Dashboard](docId:0QSDvWTdGrs9QVXNo3qrq)

## Navigating the dashboard interface

Use the `+` icon to add quick links to reports or dashboards on your home page

::Image[]{src="https://api.archbee.com/api/optimize/0p8tQ--ZZOxRtkVp6Qr-e/-b8XpF74KW3tAYMLEqaOw_screencast2022-11-10at75028am.gif" size="56" width="1118" height="434" darkWidth="1118" darkHeight="434" position="center" alt="Screen Cast 2022-11-10 at 7.50.28 AM.gif" showCaption="false"}

Select any dashboard filter option to apply it to all connected reports on the dashboard.

::Image[]{src="https://api.archbee.com/api/optimize/0p8tQ--ZZOxRtkVp6Qr-e/ZeNVEYFA6A_qakfLPS5_-_screencast2022-11-10at75224am.gif" size="38" width="1030" height="1392" darkWidth="1030" darkHeight="1392" position="center" alt="Screen Cast 2022-11-10 at 7.52.24 AM.gif" showCaption="false"}

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](https://api.archbee.com/api/optimize/0p8tQ--ZZOxRtkVp6Qr-e/dIVV8iaK3ssqv053xZcza_screencast2022-11-10at100354am.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](https://api.archbee.com/api/optimize/0p8tQ--ZZOxRtkVp6Qr-e/ZxQv8yywlE5gdmM7sIkJy_screencast2023-01-10at80347am.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](https://api.archbee.com/api/optimize/0p8tQ--ZZOxRtkVp6Qr-e/qsTzBzFEn2tPjYZeojmQ6_screencast2022-11-10at75619am.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](https://api.archbee.com/api/optimize/0p8tQ--ZZOxRtkVp6Qr-e/stG0qXvZRUUYZURb3GpXd_screencast2023-01-10at81100am.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](https://api.archbee.com/api/optimize/0p8tQ--ZZOxRtkVp6Qr-e/H3AibF17O3O6j5vhorkk__screencast2022-11-10at80135am.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](https://api.archbee.com/api/optimize/0p8tQ--ZZOxRtkVp6Qr-e/dJnbeldfCcrmDlJqYmpyN_screencast2023-01-10at81557am.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](https://api.archbee.com/api/optimize/0p8tQ--ZZOxRtkVp6Qr-e/1Eh2585GeOBlZlJpmH-3f_screencast2023-01-10at83227am.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](https://api.archbee.com/api/optimize/0p8tQ--ZZOxRtkVp6Qr-e/jpeSq86KLndt3ebG2X1aS_screencast2023-01-10at83755am.gif)

## FAQ

:::ExpandableHeading
### 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.
:::