---
title: "Dashboard Interactions"
canonical: "https://wiki.yellowfinbi.com/space/yfcurrent/2204972/Dashboard%20Interactions"
format: markdown
---
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This section will describe how to use the main features of a published dashboard. 

# Main dashboard page

Navigate to the main Dashboards page from the left side nav. 

> ✅ Tip: If you expand the Dashboard menu in the left side navigation, it will display a list of favorite dashboards. However, clicking on its arrow button will access the main dashboard page.

![Main Dashboard.png](media://f713eb1f-93be-4455-a6a0-1eafa645d8fc)

As shown in the above example, this page displays multiple dashboard tabs. 

### Open dashboard

Click on a dashboard tab name to open it.

### Open Sub tabs

If you have sub tabs enabled, to switch between them simply click on their title.

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# Add to favorite

Marking a published dashboard as a favorite will add its tab on the main dashboard page. 

Every time a user opens a published dashboard (that is not already added as a favourite), the system will ask them the following message.  
  
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Click** Add to my dashboards** to mark this dashboard as a favorite.

If too many dashboards are added to the main page, a **More Dashboards** drop down will appear.


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## Dashboard subscribers

All users who have marked a dashboard as favorite will appear on top of the dashboard. To see a full list of who these users are, click on the number next to the user avatars.

![image](media://6ead562b-3f20-461d-aa65-577119282b42)

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# Dashboard access

Yellowfin Dashboards can be made secure to ensure only trusted users have access to it. This can be determined by icons that shows the user access level of the dashboard. Following is a description of these.

![image](media://2ad1bc90-b537-4e6d-8a10-2c42e86607db)

| **Icon** | **Access level** | **Description** |
| --- | --- | --- |
| ![image](media://7eb7ba69-da5c-4e48-8cbf-03bb4b83f925) | **Public** | This access level means the dashboard is available to all users provided they have access to the Content Folder the dashboard is stored in. |
| ![image](media://997ce556-fb88-4616-a25a-3e79d4663e0a) | **Private** | This access level means that the dashboard will be available to only specific users. These users must be given access here, and also the the Content Folder the dashboard is stored in. |

## Changing the user access

A published dashboard’s user access level can be changed by users with permission to ‘edit’ a *private* dashboard. Note that all users have permission to edit a *public* dashboard. Follow the steps below to change the user access.

1. Click on the access icon. It will bring up the following popup.  
  
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2. Select an access setting (see above for a description of each).
3. If making a dashboard private, select users who can access the dashboard.
4. Click Save to update the settings.

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# Dashboard sharing

Published dashboards can be shared easily with other users, without first going into edit mode. This is done through a **Share** button that is only available to users with access to share.

Click on the **Share** button on the top-right corner of a dashboard. The following popup will appear.

![image](media://5f6344da-8c4c-4da6-bf18-c774fe4ff8ab)


Use any of the options to share a dashboard. Here’s a quick description of each:

| **Option** | **Description** |
| --- | --- |
| **Distribute** | Allows the user to share the dashboard on another user's Timeline. |
| **Email** | Allows the user to send the dashboard to another user via a one-off email. |
| **Embed** | Allows the user to embed the dashboard into an HTML, wiki, or blog page. |
| **Link** | Allows the user to share a link to the dashboard. |


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# Full Screen

Click on the **fullscreen** button to open a published Dashboard in full screen.   
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Whilst in full screen, other control buttons on the Dashboard will not be available. This includes dashboard subscribers, security options and the Share button.

To close the full screen, simply press the Escape key.


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# Dashboard menu

Bring up the menu on a published dashboard to perform the following actions on it.

Note: the menu options will differ according to the user’s permitted role functions. 

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# Applying Filters to a Dashboard

If a dashboard has filters, you can use them to filter reports<span style="color: #000000"> by a set of values. For example, a region filter will allow you to consume region-specific data on the same dashboard. </span>

To apply filters to your Dashboard, simply choose the filter values, and click on the **Apply** button at the bottom of the filter panel.  
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You may also reset the applied values to bring the Dashboard back to its original state.

#### Filtered Reports

You can apply filters to a published dashboard report, and navigate to the report page by clicking on the open report button (shown below). You will then see the filtered report.  
> Macro (inline-media-image)

 

To return to your dashboard, click on the **Return to Dashboard** button in the bottom right corner of the screen.

![image](media://56b76e6c-848c-4a8b-93f6-d7d52d6fb5e1)

# Bookmarks

This functionality allows you to bookmark filter and/or drill states on a dashboard. 

![image](media://09464755-049f-421e-80b0-6538a2311787)

Bookmark filter enables you to bookmark your dashboard after applying a combination of filter values to it. Doing so saves you the trouble of having to reapply the same filter combination each time you visit your dashboards. You can simply reload your dashboard with the preferred filters upon selecting a Dashboard Filter Bookmark.

You can read about setting up Dashboard Bookmarks [here.](https://yellowfin.atlassian.net/wiki/display/yfcurrent/Dashboard+Bookmarks) 

# Broadcast

Broadcasting allows you to send a dashboard to one or more users via email, based on a defined schedule and set of rules.  

![image](media://aa3ee1a3-7ef3-4e71-a34e-b7c0f69b9427)

There are a variety of options for Broadcasting Dashboards.  You can read about setting up Dashboard Broadcasts [here.](https://yellowfin.atlassian.net/wiki/display/yfcurrent/Broadcast)

# Export

Exporting allows you to export the Dashboard or the reports associated with the Dashboard to various file formats.

![Export.png](media://c9138dcc-81be-4b9d-a4ad-96ce1f4da3df)

You can read about setting up Dashboard Exports <u>[here.](https://wiki.yellowfinbi.com/space/yfcurrent/2205221/Exporting+a+Dashboard)</u>