Share a dashboard

Allow stakeholders to easily view your dashboard with a public share link. You can optionally set the link to expire after a set period of time.

Note:

• Be aware of who you are sharing this link with. Sharing this link allows anyone who has the link to view contents of the dashboard. This will override any access controls assigned to the dashboard.
• In order to view the dashboard, stakeholders must have third-party cookies enabled in their web browser.

You can share a dashboard with dashboard filters applied. Any dashboard filters you apply to the shared dashboard will be applied by default when users access the dashboard.

Users that access the dashboard through a shared link can download the summary data displayed in the report as a PDF file or CSV file. They cannot download Personally Identifiable Information (PII) data from the dashboard.

• To create a public share link from Dashboards page.
  1. Open the Analytics app and on the analytics menu, click Dashboards.
  2. On the Dashboards page, in the row of the dashboard you want to share, click Options > Share.
     
  3. In Link Name, enter a name for the share link.
     The link name is displayed alongside the dashboard name in the Share Links page.
  4. Optional: To set an expiration date for the link:

     • Enable the toggle next to Set link availability range.

       
     • Click one of the preset options (7 days, 30 days, or 3 months), or click Custom and select a specific expiry date from the calendar.
  5. Click Create Link.
  6. Click Copy Link.
  7. Close the Link Created dialog box.
• To create a public share link from the selected dashboard.
  1. Open the Analytics app and on the analytics menu, click Dashboards.
  2. Click the name of the dashboard you want to share in the list of dashboards.
  3. In the top right of the page, click Share.
  4. In Link Name, enter a name for the share link.
     The link name is displayed alongside the dashboard name in the Share Links page.
  5. Optional: To set an expiration date for the link:

     • Enable the toggle next to Set link availability range.

       
     • Click one of the preset options (7 days, 30 days, or 3 months), or click Custom and select a specific expiry date from the calendar.
  6. Click Create Link.
  7. Click Copy Link.
  8. Close the Link Created dialog box.