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XTM Cloud Business Intelligence Dashboard 2.0

Getting a personal report link

Filter settings and any additional settings and selections that you make for charts (for details, see Additional actions for charts) and tables (for details, see Additional actions for tables) in a dashboard are only visible to you. Other users in your XTM Cloud Business Intelligence Dashboard instance can make their own settings. So, to inform other users about important trends and other findings that you have discovered, you can share your dashboard view with them. There are many ways to do so. One of them is to get a personal report and share it with the relevant users. This way, you can share an editable report with someone while preventing changes to your original report. A personal report link creates a copy of your report that is only accessible to the person who opens the link. Changes made to either the original or the private report won't affect the other report. To do so, follow the procedure below. To read about other ways to share a dashboard, see Sharing a dashboard.

To read about getting a personal link to your report in the Google online help, see Get a personal link to your report (Google Looker Studio Guides).

To get a personal report link:

  1. In the top right-hand corner of the screen, select the caret down icon caret-down-solid_black.svg next to the Share button.

  2. From the menu, select the Get personal report link option.

    Result: the Get personal report link popup is displayed.

  3. In the Get personal report link popup:

    1. select the Open sharing settings link. As a result, the Share with people and groups popup opens. In it, ensure that all users with whom you want to share the report have been granted access.

      If you want to share a report with someone who is not yet an XTM Cloud Business Intelligence Dashboard user, provide XTM Support with the relevant person's name, surname, and email address so that they can create an account for them.

      To request support

      Visit our Support Portal.

    2. from the Link to share section, copy the relevant link. You can use the copy icon Copy.png on the right-hand side of the link field to do so.

  4. Share the copied link with other users of the XTM Cloud Business Intelligence Dashboard instance. You can email it to them or share it in the instant messaging system that is used by your company.

    Important

    Make the link recipients aware that Looker Studio automatically switches to the default user (0) when the report is accessed. To access the personal report, they must first modify the URL by changing the user number and only then use the new URL. To do so, they must first access the XTM Cloud Business Intelligence Dashboard instance with the xtm-bi. Then, in the URL, they must check the number that follows the /u/. Next, they must enter their user number in the personal report URL they have received from you.

    Example 1. Modifying a user number in the personal report URL

    Your recipient receives this URL:

    https://lookerstudio.google.com/u/0/reporting/123abc

    When they enter their XTM Cloud Business Intelligence Dashboards, they see /u/2/ in the URL. They must change the URL that they have received from you to:

    https://lookerstudio.google.com/u/2/reporting/123abc


Result: when the relevant user opens a personal report link, they create a new report that is based on the original. They become the owner of the new report. The personal report is not connected to the original report. Any modifications made to the personal report do not impact the original report. Conversely, changes made to the original report do not affect existing personal reports.

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