About Publishing CX Dashboards
Dashboards are great for sharing data with your colleagues. Sometimes, though, you’ll need to make a change to a dashboard after it’s been shared. You want the experience to be as smooth as possible for the dashboard users, so you don’t want them seeing random edits as you make them. In other cases, you aren’t sure if you’ll like the changes you’re making, and if you decide to reverse them, don’t want dashboard users to see an update that suddenly disappears.
The Publish button on the dashboard determines when dashboard users see the changes you made.
Using the Publish Button
While clicking Save in Dashboard Data or Done Editing on the page saves edits, clicking the Publish button on the upper-right pushes the saved changes to the dashboard users.
Before you publish your dashboard, you will be asked if you’re sure. Once you publish, you cannot retrieve the older version of your dashboard, so make sure this is the right decision for you!
View Published Dashboard
Sometimes, while editing and saving your changes, you’ll want to check what the current version of your dashboard looks like to other users. Click the dropdown arrow next to the Publish button, then View.
Clicking the dropdown arrow will also give the last date and time your dashboard was published.