Learn how to access and use Data Lab dashboards in your TrackTik Portal to help you with your data-sharing needs.
Overview
If you purchased Data Lab and log into your TrackTik Portal, there’s a Data Lab tab in the top navigation bar.
As a dashboard owner, you can share dashboards with other employees and stakeholders with the required admin permissions for an improved data exchange experience, all from your TrackTik Portal.
If you’re an employee with admin-level access, you can view any shared dashboards.
You can also use filters to show the relevant data for your needs and download the data as a PDF.
Before you start
Here are some things you must do before you start:
- If you're the main admin and can't see the Data Lab tab in the top navigation menu, you must purchase Data Lab.
To learn more about purchasing Data Lab, contact your TrackTik representative.
- If you're an employee that's a dashboard owner and can't see the Data Lab tab in the top navigation menu, you must have admin roles and permissions turned on.
To turn on your admin roles and permissions, contact your TrackTik Portal admin.
- If you're an employee that's a dashboard owner, you must share your dashboard with the employees and stakeholders so that they can see it. The employees and stakeholders must have admin permissions turned on, too. You can only share dashboards, not singular widgets.
To learn more about sharing dashboards, check out Sharing and archiving widgets and dashboards and Sharing Data Lab dashboards with Clients in Client Portal.
Use Data Lab in your TrackTik Portal
When you access Data Lab in your TrackTik Portal, you can complete your data-related tasks:
- Dashboard owner
If you’re an employee that's a dashboard owner in Data Lab, you can check out all of your dashboards, including ones that are shared with you. Select the dashboard and use the filters to drill down into the data. You can also share your dashboards with other employees, and stakeholders with the required admin permissions turned on.
To learn more about filtering dashboards, check out step 8 in Create and copy dashboards.
To learn more about sharing dashboards, check out Sharing and archiving widgets and dashboards and Sharing Data Lab dashboards with Clients in Client Portal.
- Employee or stakeholder
If you’re an employee or stakeholder, you can view dashboards that are shared with you. Select the dashboard and use the filters to drill down into the data. All dashboards are view only; you can’t make edits.
To learn more about filtering dashboards, check out step 8 in Create and copy dashboards.
If you use the Type to search... box, it only returns the dashboard title; no other titles in a dashboard return in your search results.
If you need to share a dashboard outside your TrackTik Portal, you can download it as a PDF and print or share it.
To learn more about downloading a dashboard as PDF, start at step 4 in Download a Data Lab dashboard as a PDF.
