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Onboarding to Omni as a Viewer

Welcome to Omni! This guide will help you get started with Omni as a Viewer of dashboards content.

We've broken this up into six parts to make it easy for you to complete the series at your own pace:

  1. Navigating the Omni platform
  2. Understanding permissions
  3. What can be built in Omni?
  4. Troubleshooting "Can't display chart" errors
  5. Filtering on dashboards
  6. Delivering & downloading results
tip

Use the links in each part of this guide to go more in-depth on the topics covered in that video!

Prerequesites​

To follow along with this guide, you'll need:

Part 1: Navigating the Omni platform​

In this video, you'll learn how to navigate the Omni platform, including how to browse content, apply themes, and add content to your favorites.

Part 2: Understanding permissions​

What can you do in Omni as a Viewer? In this video, you'll learn about Omni's connection and content permissions, how to share pre-built dashboards, and how to update dashboard permissions.

Part 3: What can be built in Omni?​

Part three of this series demonstrates what can be built in Omni, with the goal of inspiring requests made of your builder teammates.

Part 4: Troubleshooting "Can't display chart" errors​

There may be times when you run into Can't display chart errors when viewing a dashboard. In this video, we'll explain what's happening and how to resolve it using Omni's AccessBoost feature.

Part 5: Filtering on dashboards​

Filtering allows you to focus only on the data you care about. In this video, you'll learn about the power and flexibility of Omni dashboard filters.

Part 6: Delivering & downloading results​

While Omni supports downloading results on a one-off basis, deliveries and alerts allow you to define where and when you want your data. The last video in this series covers your options for downloading results and how to set up Omni deliveries and alerts.