web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Suggested Answer

How to share a dashboard made entirely of Goals?

(0) ShareShare
ReportReport
Posted on by 10

Hello, I've created a dashboard made up of different charts that focus on various aspects of Goals. The Goals and Goal Metrics are set up correctly, but I can't get my users to see them in the dashboard. I shared all of the Goals with the users, giving them Read access. I also shared the Dashboard the same way. I create and share Dashboards with my users all the time, but those are with data Views using Advanced Find and custom Charts. What am I missing when sharing dashboards comprised of Goal data? Thank you for your help!

I have the same question (0)
  • Suggested answer
    Abdul Wahab Profile Picture
    12,119 Moderator on at

    Hi JessA Mooney

    Now it's time to deeply dive.

    1. Your first step should be to ask the user whether he can see the view with records.
    2. The second step is to ask the user whether he can see the chart.
    3. You need to repeat these steps one by one for each chart.

    It will help in sorting out your problem whether it is a security-related issue or something else.

    Let me know if I can provide you with more details.

    Thanks
    Regards,

    Abdul Wahab
    Power Platform/Customer Engagement Developer/Lead/Solution Architecture/Project Manager
    Direct/WhatsApp:+923323281237
    E-mail: abdulwahabubit@outlook.com
    Skype: abdul.wahabubit
    Linkedin: www.linkedin.com/.../

  • JessA Mooney Profile Picture
    10 on at

    Thank you! I'll work on this tomorrow and respond in this thread if there are any other unknown issues.

  • KK-365 Profile Picture
    1,010 on at

    Hi Jessa,

    I agree with adbul.

    Please check the below steps:

    1. Please check if the List view is shared with the users. (check if user can view it)

    2. Please check if the dashboard is shared with the users.

  • JessA Mooney Profile Picture
    10 on at

    Thanks for helping, but it's not a standard Dashboard. It's made up of Goals, not Views or lists. I've shared all the Goals with all users and the Dashboard. There must be a step that's missing here.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 81 Super User 2025 Season 2

#2
Gerardo Rentería García Profile Picture

Gerardo Rentería Ga... 49 Most Valuable Professional

#3
#ManoVerse Profile Picture

#ManoVerse 40

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans