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      • Modifying a Chart
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  1. Getting Insights
  2. Using Projects
  3. Using the Dashboard

Share Dashboard

PreviousScheduling a ReportNextViewing the Charts

Last updated 1 month ago

Sharing your dashboard enhances team collaboration by allowing all members to have access to consistent and up-to-date data visualizations.

  • You can share any dashboard by selecting the share button on the top right of the dashboard tab.

  • A pop-up open for you to edit the settings of this dashboard:

    • Change the name

    • Adjust the frequency of automatic refreshing

    • Privacy Setting: you can set it as "team" or "personal"

    • Toggle to generate a sharable link to share this dashboard

      • Another toggle to set a password protected to allow people within or outside your organization to also track metrics.

Sharing a dashboard only provides for viewing the current graphs on the dashboard. In order to invite collaborators to edit or add tables and graphs, by upgrading your seat number or plan type.

invite team members
Dashboard Page
Share Dashboard Modal
Share Dashboard Modal