Restricting EX Dashboard Export Options | XM Community
Skip to main content

I am looking to restrict users from exporting employee comments from my EX Engagement dashboard. The dashboard currently has all comments on a separate page within the dashboard, which includes a Response Ticker widget with verbatims. I need to restrict dashboard users from being able to export just this page or just the Response Ticker widget so that verbatims are not exported with the rest of the dashboard results. Does anyone know of a way to do this?

@Emilee_at_Amway Seems like the share setting in EX Dashboard is Different than CX, so you can work around by make the verbatims page Private.


Hi,

To restrict users from exporting, follow these steps:

  1. Disable Widget Export.
  2. Disable Dashboard Export for a Specific Page:
  • Select the page with the Response Ticker widget.
  • In the page settings, disable the "Allow Dashboard Export" option.

By following these steps, you can prevent users from exporting the Response Ticker widget or the entire page containing employee comments, ensuring that verbatims are not included in the dashboard results.

You can find more information here(General Dashboard Settings (EX)Exporting Data from EX Dashboards )


Leave a Reply