Get started as a Viewer

Just started out as a Viewer? You’re in the right place.

As a Viewer, you can gain insights from the data, but you can’t perform deep analysis or customize content. You have read-only access to dashboards and favorites that have been shared with you.

Here are the key pages to help you get up and running:

1. Learn what a Viewer license includes and how it's different from a Full license: User licenses, profiles and permissions

2. Learn about what dashboards are and how to access and interact with them: Use dashboards

3. Learn how what favorites are and how to view and interact with them: View favorites

4. If you have the Budgets & Forecasts module, learn about its homepage and how to open a workbook: Take a tour of Budgets & Forecasts

Want to do more with data or create your own content? Ask your administrator about upgrading to a Full license.