How to Embed Reporting Dashboards in a Knowledge Zone

Embedding a reporting dashboard in a Knowledge Zone lets your target audience interact with and leverage the content directly in the Zone.

>>> This article is for Researchers and Insights Experts.

FYI - You might know Knowledge Zones by another name - check out our glossary to find out!

To embed a Reporting Dashboard in a Knowledge Zone: 

  1. Open a new or existing Knowledge Zone
  2. Navigate to the page and section where you want to embed the video
  3. Click Plus Sign Icon in on an empty content card, or add a new card by clicking the Gear Icon in the top right corner of your section, and selecting “Card” from the “Elements” section
  4. Select “Embed External Content”

A new window will pop up prompting you to give the dashboard a title, upload a thumbnail image, and enter the URL of the dashboard.

  1. Give the dashboard a descriptive title
  2. Add a thumbnail image from your desktop by clicking anywhere in the gray drop zone area and then selecting a file
  3. Copy and paste the URL of the dashboard or widget you want to embed
  4. Click “Add”
  5. The dashboard will be immediately embedded and accessible by your target audience as soon as you publish the Knowledge Zone. You and your team can also preview the dashboard from within the Knowledge Zone by clicking on it.

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Insider Tips: 

  • The URL used should be a URL that has been expressly created for the purpose of embedding
  • If the dashboard is not public, please be sure that your audience has access to the content or they will not be able to view the dashboard
  • Use the icon in the bottom right corner of the card to resize the video so your audience can view it more easily without having to go into full-screen mode

 

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