Sharing a Panel

Use the Sharing your Panel dialog box to share panels with other users. Only users with access to view shared panels have access to the panel. For example, if the security class that contains your store managers is able to view shared panels, they have access to the panel; however, if they can view shared panels, only information that their security class enables them to see is visible.

The type of panel you select, private or shared, determines the default option selected. Selecting a private panel defaults to the ‘Do not share this panel’ option and selecting a shared panel defaults to the ‘Share this panel’ option.

You can share your private panels with other users if you have the ‘Share Panels’ security right assigned to your security class.

Refer to Security Rights Related to Dynamic Drilldown Viewer for more information on security rights.

All panels must have a unique name. For example, you want to share a panel named ‘Sales,’ and there is already a shared panel with that name. You must rename the panel to a unique name.

Sharing a panel:

1.	Select Aloha Insight > Dynamic Drilldown Viewer.

2.	Click Manage Panels.

3.	Select the panel to share in the ‘Panel’ list box.

4.	Click Share to display the ‘Sharing your Panel’ screen.

5.	Select one of the following:

Do Not Share this Panel

— Indicates you are designating the panel as private and you are not sharing the panel with other users

Share this Panel

— Indicates you are designating the panel as a shared panel and sharing the panel with other users.

6.	Type a new name for the panel, if needed.

Panel Name

— Contains the name of the selected panel on the ‘Panel Management’ screen. You can type up to 25 alphanumeric characters as a name for the panel. Click Cancel to cancel your selection on the ‘Share Panel’ dialog box and return to the ‘Panel Management’ screen. When you click Save, Aloha Insight validates the name is unique and returns you to the Panel Management screen. If the panel name is not unique, you receive a prompt to change the name.

7.	Click Save.