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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 TrashImage Removed

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