How to configure a program-level subspace for viewing designated reports.
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- It is strongly recommended that the password not be changed by any individual other than the original point of contact who initially set it. Because it is a shared account, any user with the generic login has the ability to change the password at any time. If a password change is required for security reasons, it is the subclient's responsibility for communicating the credentials to all users.
- ONLY dashboards should be saved to the subspace, NOT individual Looks.
- In the instance that only a single Look is needed for a report, that Look must still be saved into a dashboard before being saved into the subspace.
- The recommended use case is as follows:
- Log in and browse to the subspace
- Click New in the top right, then click Dashboard from the dropdown menu
- Click New Tile, then explore and add dimensions and metrics
Can I just click the link to Add Looks, then browse to my other shared space?
This won't work because to add Looks to a dashboard, they have to saved into the subspace where the dashboard is located, and remember the above rule: Looks should NEVER be saved into the subspace! - Once the tile contains the reporting metrics that are needed, click Save in the top right to add it to the dashboard.*
*These are essentially the step s for building a Lookless Dashboard, which can be done in any shared or personal space. For more detailed instructions on creating these dashboards, click /wiki/spaces/~557058feff2b718f3646118be1a02d2d0a4f5c/pages/3402244494.
- If you have Looks that are saved in other spaces, they can also be added to a dashboard in the subspace, as long as they are filtered at the Program level and saved as such in the other space.
- Browse to the saved Look
- Filter and customize the Look for the subclient
- Save that Look in its original location
- From inside the Look, click the gear (Settings icon) in the top right and select Save to Dashboard
- Choose the location in the subspace and click Save to Dashboard
Oops, what if I accidentally created a Look and saved it into the subspace?
- Browse the subspace
- Click the gear (Settings icon) on the Look
- Click Explore From Here to open the Look
* The Move option does not work here since a Look can not be moved into a dashboard, regardless of location. - From inside the Look, click the gear and select Save to Dashboard
- Open the dashboard to verify that it saved
- In the subspace, click the gear to the right of the Look and select Move to Trash
