docs: clarify HSM delivery dashboard setup and sharing steps

[SangeetaMishr]

Summary

Addresses #332

This is a partial fix - the issue also asks to change the preview dashboard URL so it can be opened by all, but I don't have access to the live Looker Studio report's sharing settings to change them directly. Instead, this documents the sharing step needed so report owners know to fix access themselves.

Changes:

• Added a note clarifying that the "select Contacts table" step in Part 1 is only used to open the BigQuery query editor in the right dataset context - the query itself only reads from the messages table. Kept the step as-is per feedback, just added the clarifying note rather than removing it.
• Added a note in Part 2 explaining that the linked dashboard is a preview URL tied to the report owner's account, and that before sharing your own copy with your team, you need to set Looker Studio sharing to "Anyone with the link" → Viewer so teammates outside your account can open it.

Open question

The issue also mentions "remove the contact_collection table" from the query, but the current query only selects from messages - there's no contact_collection (or similar) table referenced anywhere in it. If there's a specific query change intended here, please comment and I'll follow up in this PR.

Verification

Ran yarn build locally (with dummy Algolia env vars matching CI) to confirm the docs site still builds cleanly with this change.

Test plan

• Docs site renders the new notes correctly
• Reviewer/issue reporter confirms whether further query changes are needed

Summary by CodeRabbit

• Documentation
  • Added clarifying setup notes for the HSM Delivery Dashboard.
  • Explained the correct dataset context for opening the query editor.
  • Added guidance on sharing the dashboard preview link so teammates can access it.

[github-actions]

🚀 Deployed on https://deploy-preview-647--glific-docs.netlify.app

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Review details

⚙️ Run configuration

Configuration used: Organization UI

Review profile: ASSERTIVE

Plan: Pro

Run ID: 06afd9c1-de62-4bc3-a061-662c570d46f1

📥 Commits

Reviewing files that changed from the base of the PR and between 32bf043 and 1f01e07.

📒 Files selected for processing (1)

• docs/4. Product Features/09. Reporting & Dashboard/08. How To Set Up HSM Delivery Dashboard.md

📝 Walkthrough

Walkthrough

This change updates the HSM Delivery Dashboard setup documentation with two added notes. One clarifies that selecting Contacts is only to open the BigQuery editor in the correct dataset context, while the actual query reads from the messages table. The other explains that the Looker Studio preview link is tied to the report owner's account and must be re-shared for teammates outside that account to access it.

Changes

File	Change Summary
docs/4. Product Features/09. Reporting & Dashboard/08. How To Set Up HSM Delivery Dashboard.md	Added two "Note" clarifications regarding BigQuery dataset context and Looker Studio link sharing

Sequence Diagram(s)

Not applicable; this change is documentation-only.

Estimated code review effort: Low

Related PRs: None identified.

Suggested labels: documentation

Suggested reviewers: None identified.

Poem

A rabbit hops through docs so neat,
Adding notes to guide each feat,
BigQuery's context, clear as day,
Looker links now shared the right way,
Small hops, big clarity — hooray!

🚥 Pre-merge checks | ✅ 5

✅ Passed checks (5 passed)

Check name	Status	Explanation
Title check	✅ Passed	The title accurately summarizes the doc changes: clarifying dashboard setup and sharing steps.
Description check	✅ Passed	The description is directly related to the documentation updates and the issue it addresses.
Docstring Coverage	✅ Passed	No functions found in the changed files to evaluate docstring coverage. Skipping docstring coverage check.
Linked Issues check	✅ Passed	Check skipped because no linked issues were found for this pull request.
Out of Scope Changes check	✅ Passed	Check skipped because no linked issues were found for this pull request.

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