Partner Analytics & Insights lets Enable users share up-to-date dashboards with you through the Collaborator portal.
This article explains:
How to access a shared dashboard
Dashboard features you can use for further analysis
Accessing The Dashboard
If a dashboard has been shared with you, you can access it through the Collaborator portal.
To open the dashboard:
Log in to the Collaborator portal
On the landing page, under Your partners, select the partner who shared the dashboard with you
If you’re a new collaborator, you may need to accept an invite in the Your partners area
Select the Analytics & Insights tile
If more than one dashboard has been shared with you, select the dashboard you want to open
You can return to the dashboard list at any time using the Analytics & Insights breadcrumb in the page header
If only one dashboard has been shared with you, it will open automatically
Screenshots
Additional Features Within The Dashboard
Overall dashboard features
Download PDF
Export the dashboard to your device as a PDF.
Select the … menu in the top-right of the page
Select Download PDF
Present
Open a presentation-style view of the dashboard.
Select the … menu in the top-right of the page
Select Present
Screenshot
Insight-specific features
Some options are only available for certain insights.
Download
Export the data from an insight tile in supported file formats.
Select the … menu in the top-right of the insight
Select Download
Present
Open a presentation-style view of an insight.
Select the … menu in the top-right of the insight
Select Present
Show underlying data
View the data behind a visual in a table format, with the option to download and edit columns.
Select the … menu in the top-right of the insight
Select Show underlying data
(Optional) Edit the columns in the table
Download the table as a CSV
Explore
Filter, add, replace, and compare data within an insight.
Hover over the insight and select Explore
Make your changes
To download the results, select the … menu in the top-right of the panel and select Download
Drill down
Drill into an insight by selecting a value and breaking it down by another data point.
Right-click a data point on a chart
Select Drill down
Choose the data point you want to break the insight down by
Where you right-click determines the data included in the drill-down. For example, on a time-based line chart, drilling down from a specific point returns data for that point in time.