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Hi Will,

Opening up a dashboard to a link that can be shared inside or outside of the business is a potential security risk.

I understand the advantages of links, but the concerns I feel for my clients data are:

  1. Not snapshot data.
    The numbers move (as they should), so if you are trying to share with the business a month end report (dashboard) with very specific data time sensitive data, it would require us to develop a new dashboard with fixed dates. The dashboards where we want this are in the region of 20+ widgets. I raised another suggestion recently about having master criteria on the dashboard here
  2. Data Security
    This is a major concern for us. Imagine for example the data is quarterly financial position data, there is a danger if shared via a link this could be passed to a competitor and/or be used for personal financial benefit, there is no way of know who is looking. Also consider SOX/GDPR compliance depending on the data presented.
  3. Combination of the two.
    For example if not managed carefully, there could be dashboards reporting technically the wrong figures (GL books not closed at month end). On standard dashboarding we can manage this as its simple security (you either see it or you dont), with links the security is not as robust.

Please don’t get me wrong, I think links are great I have used them, but they were to quickly grant a senior directorship access to a dashboard for POC’s. But any production signed off report requires security, which I feel links present a real danger on the above points.

Fundamentally, I maybe speaking for the OP (@StuartH) , so please shout if I am in error, we need to obtain snapshot dashboard data which is secured and managed internally by subscription. Having the ability to obtain a printable/subscriber dashboard to export into a PDF/Excel would facilitate this requirement.

I do feel its a “damned if you do, damned if you dont” scenario, hence having subscriber dashboards would be the way of controlling the flow of data in a controlled manner.

Please shout if you want any further clarification.

Kind Regards,

Jon

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