Publishing Custom Realtime Dashboards

When you create custom dashboards, only you can see the contents of the dashboard in draft until it is published. When you publish them, the dashboards are available in the list of realtime dashboards in Reporting > Realtime Dashboards for other users in your tenant to see.

To publish a custom realtime dashboard:

  1. Go to Reporting > Custom Realtime Dashboards.
  2. Click the name of dashboard you want to publish.
  3. In the custom dashboard side panel, click the toggle next to the dashboard's name to publish the dashboard.

    The toggle turns green (Active toggle for a CxEngage custom dashboard.) to indicate that the dashboard is active and available for other users to see.

  If you want to disable the dashboard later, click the toggle again. The gray toggle indicates that the dashboard is only available as a draft.