How to Share an Ads Dashboard

Updated 

Summary

Once you have created an Ads Reporting Dashboard, you are able to share it across users and workspaces. This allows you to efficiently use an already existing dashboard without having to create the same in other workspaces. This article will help you understand how can you share your dashboard.

You can also Import and Export your Ads Reporting Dashboards to different Partners to share reporting templates and introduce consistency to your dashboards. Agencies that are spread out across multiple Partners no longer have to spend time and effort creating the same dashboard in multiple environments. Instead, dashboards can simply be exported from one Partner and imported elsewhere.

Use of this feature requires that Paid Media Reporting be enabled in your environment. To learn more about Paid Media Reporting, please work with your Success Manager.

To Share Ads Reporting Dashboards Across Users/Workspaces

  1. Click the New Tab icon Space Add New Tab Icon. Under the Sprinklr Marketing - Advertising tab, click Ads Reporting within Analyze.

  2. Select the desired custom dashboard from the Dashboards Home window.

    Note

    You cannot share a Standard Dashboard across Users/Workspaces.

  3. Click the Options icon Hyperspace_Horizontal_Options.png in the top right corner of the Reporting Dashboard, and select Share.

  4. On the Share Dashboard pop-up window, Select the Workspace(s), User Group(s), User(s), and/or Personas and Click Share.