When you create a dashboard, it is visible only to you by default. When your dashboard is ready, you can share it with selected or all members of you account.

To share the dashboard with an external audience, you can simply export it multiple formats.

Share a dashboard

To share a dashboard within your account, follow these steps:

  1. Open a private dashboard that you want to share.

  2. Click Share in the top bar.
    An option pannel slides out.

  3. Perform one of the following options.

    • Toggle the switch to On next to the Anyone at YOUR ACCOUNT can view this dashboard option.
      (info) Selecting On causes the list of users to disappear.

    • Select individual users that you want to share the dashboard with (click + next to their name)

  4. Depending on your path in step 3, click Share to anyone or Share to n users.

Email and schedule when you share a dashboard

To share a dashboard outside your account (company) use the Export option.

If you click PPTX, XLSX or PDF a file in the given format will download to your computer.

Click Email the report to send a copy of the dashboard in the above-mentioned formats to an email address.

Schedule when you share a dashboard

You can schedule the time and the frequency when you email a dashboard by clicking Schedule the report.

You can set the following options:

  • format

  • recipient address(es)

  • frequency

    • Daily (every day at 8am)

    • Weekly (select the day of the week)

    • Monthly (select the day of the month - first, last or anything in between)

    • Quarterly (first day of a calendar quarter at 7am, for example: Jan 01, 2023 07:00)

  • name of the report

  • personal note