03. Exposing Reports and Dashboards to Partner Communities

Introduction

This article details how to expose Reports and Dashboard to your Partner Community users.

• A. Exposing Tabs in Partner Communities - By adding the Reports and Dashboard Tabs to your Partner Community, the community members will be able to access all public reports and dashboards.
• B. Sharing Reports and Dashboard in Partner Communities - To limit which reports and dashboards a member can access, you can leverage folder sharing.

Before you begin:

• This article is relevant to TaroWorks version 3.0 and above.
• This article assumes all steps to setting up the TaroWorks library have been executed.
• Log in as a System Administrator.
• Understand the various Partner Community License limitations.

A. Exposing Tabs in Partner Communities

1. Click Setup in top right corner. 
   
   
2. Quick Find Digital Experiences and select All Sites.
   
3. Click Builder link.
4. Click the Settings icon.
5. Then click on Navigation. 
6. Then click the menu on the right-end the Default Navigation and click on Edit.
7. Click Add Menu Item. 
   • Name: Reports
   • Type: Salesforce Object
   • Object Type: Report
   • Default List View: Default
8. Click Save Menu
9. Repeat steps (7) & (8) for Dashboards
   •  Name: Dashboards
   • Type: Salesforce Object
   • Object Type: Dashboard
   • Default List View: Default
   • 
10. Click Save Menu
11. Close the Navigation pane.
12. Click Publish
    • 

B. Sharing Reports and Dashboards in Partner Communities

1. Click the Reports tab.
2. Select All Folders.
   
   
3. Hover over the folder you want to share with the Partner Community, click the pushpin icon, and click Share.
4. Select the Public Group(s) you'd like to expose the folder to.
   
   
5. Click Share then Done.
6. Note:
   1. *For insufficient permissions please validate your security settings using this Salesforce article.
   2. *Remember to check if you are using Salesforce Classic or Lightning when saving your reports, this may affect the way they are displayed in the community. 

Conclusion

Communities are a great way to share certain Reports and Dashboards with your Partner Community users, whether they be your field officers or external users like donors.