Skip to main content

After creating and editing your dashboard, it’s time to share it with your team and stakeholders. 

 

How to Edit your Dashboard:

 

To share your dashboard, follow these steps:

  1. Select Analyze in the left-hand navigation bar
  2. Click on the dashboard you want to share
  3. Click the Share drop-down in the top right-hand corner


Note: If you do not see a purple Share button, you are in Edit mode. To exit Edit mode and share your dashboard, click View.

  1. Select the way you want share the report:
    • Shareable link: With a shareable link and password, anyone can view this report
      • Update Frequency: Select the frequency at which you want the data in your link to be updated
        • Never
        • Every 15 minutes
        • Every 30 minutes
      • Link Expiration: Select how long you want this link to remain viewable to those you share it with
        • 24 hours
        • 7 days
        • 30 days
        • 6 months
      • Click Generate
      • To edit the password
        • Click Edit
        • Enter a new password in the textbox
        • Click Save
      • Click Copy Invitation to copy and share both the shareable link and password
    • PDF (Current Tab)
    • PowerPoint (Current Tab)
    • Add to Google Slides (Current Tab)

 

Note: Multi-tab dashboards must be exported one tab at a time. Click Share on each tab individually.


📌 Tip:  Toggle on Slide Preview to display your dashboard breakpoints for exported presentations (PowerPoint & Google).

 

 

Thanks for this info


Will it possible to schedule unified dashboards?


Hi ​@Anna C this will be coming soon!