<style>p { margin: 0; }span.fr-emoticon.fr-emoticon-img { background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle; } span.fr-emoticon { font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0; } blockquote { border-left: solid 2px #5e35b1; color: #5e35b1; margin-left:0; padding-left:5px;}blockquote blockquote{ border-color: #00bcd4; color: #00bcd4;}blockquote blockquote blockquote{ border-color: #43a047; color: #43a047;} table.grid{ border-collapse: collapse;} table.grid td, table.grid th { border: 1px solid #ddd;} .fr-fic.fr-dib{ display: block; margin: 5px auto;}.fr-fic.fr-dib.fr-fir{ text-align: right; margin: 5px 0 5px auto;}.fr-fic.fr-dib.fr-fil{ text-align: left; margin: 5px auto 5px 0;}.fr-fic.fr-dii{ float: none; margin: 5px auto;}.fr-fic.fr-dii.fr-fil{ float: left; margin: 5px auto;}.fr-fic.fr-dii.fr-fir{ float: right; margin: 5px auto;}img.fr-dib.fr-fir { margin-right: 0; text-align: right;}img.fr-dib.fr-fil { margin-left: 0; text-align: left;}img.fr-dib { margin: 5px auto; display: block; float: none;}img.fr-bordered { box-sizing: content-box; border: solid 5px #CCC;}img.fr-shadow { box-shadow: 10px 10px 5px 0px #cccccc;}img.fr-rounded { border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;}</style><p id="isPasted"><br></p>
<style>p { margin: 0; }span.fr-emoticon.fr-emoticon-img { background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle; } span.fr-emoticon { font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0; } blockquote { border-left: solid 2px #5e35b1; color: #5e35b1; margin-left:0; padding-left:5px;}blockquote blockquote{ border-color: #00bcd4; color: #00bcd4;}blockquote blockquote blockquote{ border-color: #43a047; color: #43a047;} table.grid{ border-collapse: collapse;} table.grid td, table.grid th { border: 1px solid #ddd;} .fr-fic.fr-dib{ display: block; margin: 5px auto;}.fr-fic.fr-dib.fr-fir{ text-align: right; margin: 5px 0 5px auto;}.fr-fic.fr-dib.fr-fil{ text-align: left; margin: 5px auto 5px 0;}.fr-fic.fr-dii{ float: none; margin: 5px auto;}.fr-fic.fr-dii.fr-fil{ float: left; margin: 5px auto;}.fr-fic.fr-dii.fr-fir{ float: right; margin: 5px auto;}img.fr-dib.fr-fir { margin-right: 0; text-align: right;}img.fr-dib.fr-fil { margin-left: 0; text-align: left;}img.fr-dib { margin: 5px auto; display: block; float: none;}img.fr-bordered { box-sizing: content-box; border: solid 5px #CCC;}img.fr-shadow { box-shadow: 10px 10px 5px 0px #cccccc;}img.fr-rounded { border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;}</style><p data-pasted="true"><strong>In this guide we will cover:</strong></p><p data-pasted="true"><strong>- </strong><strong>Publishing in app dashboards to external sources</strong></p><p><br></p><p><strong>Related Guides:</strong></p><ul><li><a href="https://usehalo.com/haloitsm/guides/2063" target="_blank" rel="noopener noreferrer"><strong>Connecting Halo to BI Tools: Publish Profiles & Direct Database Access</strong></a></li></ul><p><strong>Configuration Settings Guides:</strong></p><ul><li><a href="https://usehalo.com/haloitsm/guides/1852/" target="_blank" rel="noopener noreferrer"><strong>Dashboards</strong></a></li></ul><p><br></p><p data-pasted="true"><span style="font-size: 14pt;"><strong>Publishing in app dashboards to external sources</strong></span></p><p>By default, in app dashboards are only accessible from within Halo but there are multiple options for how you can publish them.</p><p><br></p><p data-pasted="true"><strong><span style="font-size: 12pt;">Publishing with Authentication</span></strong></p><p>You can publish a dashboard that is accessed by authentication from a User account. To begin with, you will need to create a User within Halo. We recommend creating a specific 'Dashboard' User.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjgxNzgyNTYyLWNmNTEtNDA5Yy05NmVhLTk1MDgxZjM0Yjk2NSJ9.Q6yshwN85B1w7m5sgca9TWhey2C3eKbtOy5pfH6EW28" class="fr-fic fr-fil fr-dib" width="921" style="width: 923px; height: 330.275px;" height="330"></p><p data-pasted="true"><span style="font-size: 10pt;" data-pasted="true"><strong>Fig 1. Dashboard User</strong></span></p><p><br></p><p>You can then publish the dashboard by going to Configuration > Reporting > Dashboards > Selecting the dashboard you'd like to publish > User Access. From there, define the Users you want to have access in the "User Access" table.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjdmNTkzYmFiLTlkMGMtNDJkYS04YTBmLTlkN2Y2NjNmZGMyNCJ9.WZ3dvqgbPfDU28KSHslL453QZLqmeqG-Rz1LWKQokvM" class="fr-fic fr-fil fr-dib" width="920" style="width: 922px; height: 228.98px;" height="229"></p><p data-pasted="true"><span style="font-size: 10pt;"><strong>Fig 2. Dashboard User Access</strong></span></p><p><br></p><p>The Users with access defined within the "User Access" section will be able to sign into their account on the Portal and will be able to access the Dashboard from the Dashboards Menu Button. To enable this Menu Button, head to Configuration > Self Service Portal, and add the "My Dashboards" Menu Button.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijc1ZWM4ODQ3LTFlMDItNGE5MS05Yzk4LWMwMGIxMWEzYzNhMSJ9.2xC-wlnhOeVuHUYF-rDSUZP6fuATy0UmbzXXkmgXQ7U" class="fr-fic fr-fil fr-dib" width="920" style="width: 922px; height: 464.496px;" height="464"></p><p data-pasted="true"><span style="font-size: 10pt;" data-pasted="true"><strong>Fig 3. Dashboard Menu Button</strong></span></p><p><br></p><p>When this User account is impersonated, or someone signs in as this User, they can view this Dashboard under the "My Dashboards" button.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjE5ZWJlNzJhLTIzZDctNGU2Yy05NTQ0LTYxYjJkNTIzZDYzNCJ9.uh3AEp_GTcLS9dfilELoVg5dH03pnkVT4_hxkzCIzZs" class="fr-fic fr-fil fr-dib" width="930" style="width: 932px; height: 401.948px;" height="402"></p><p data-pasted="true"><span style="font-size: 10pt;" data-pasted="true"><strong>Fig 4. Dashboard Button</strong></span></p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImMyNWJhMjA4LWEwOTItNDZlOS04YjMxLWFmMWIxYmU3NDJhYiJ9.jvQO56VAgXO2iR_6zFNomk-rKNWikYbrX-S6pVbEyhE" class="fr-fic fr-fil fr-dib" width="929" style="width: 931px; height: 439.292px;" height="439"></p><p data-pasted="true"><span style="font-size: 10pt;" data-pasted="true"><strong>Fig 5. Viewing a Dashboard in the Portal </strong></span></p><p><br></p><p>Alternatively, If you check the "Publish this Dashboard" option when setting User access, without enabling "Allow anonymous access', the User will be able to access the dashboard by going to the link and it will be required to login. </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjU1YWJmMmIzLWFmZGMtNGQ1NC1hNmU1LTlkNjRkZDExMTcwNyJ9.-GQmdek3yAPXqdrFWB39xRuMi4wndKDzXJd2KGEI544" class="fr-fic fr-fil fr-dib" width="930" style="width: 932px; height: 523.635px;" height="524"></p><p data-pasted="true"><span style="font-size: 10pt;" data-pasted="true"><strong>Fig 6. Dashboard link</strong></span></p><p><br></p><p id="isPasted"><strong><span style="font-size: 12pt;">Publishing Anonymously</span></strong></p><p>You can publish a dashboard publicly by going to Configuration > Reporting > Dashboards, selecting the dashboard you'd like to publish, and heading to the "User Access" tab. From here, you can check "Publish this Dashboard" and 'Allow anonymous access', which will allow anyone with the presented link to access the dashboard.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImUwNzI5MzY2LTE0YjctNDkwMi1iNTRlLTEwMmRkOTRiMjE1ZSJ9.pDlhFRm9_Gtoy_PqbEU83890WwcUrXPf97-w5kfcHp4" class="fr-fic fr-fil fr-dib" width="935" style="width: 937px; height: 527.174px;" height="527"></p><p data-pasted="true"><span style="font-size: 10pt;" data-pasted="true"><strong>Fig 7. Public Dashboard link</strong></span></p>
