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
