Strategy ONE

Certify Dashboards, Documents, and Reports

In Library, dashboards, documents, and reports can be certified by users with certain permissions. Certified items have typically been reviewed by trusted members of your organization and are considered official sources of content, based on reliable data.

For example, the Finance department can publish a certified dashboard, providing other users with a shared and reliable source of data that has been vetted through the organization's processes.

  1. Right-click a dashboard, document, or report and select Certify. A certified badge icon displays on the object.
  2. Hover over the badge to see when the item was certified and by whom.
  3. To remove a certification, right-click the object and select Decertify. The certified badge is removed.