How to share a Dashboard

There are different ways to share Dashboards across stakeholders. Sharing Dashboards allows you to keep internal and external stakeholders updated on your Organization’s operations and impact.

To share a Dashboard within your Organization:

  1. Click on the 3 dot settings menu for the dashboard in the dashboard list in analyze
  2. Click on “Edit Permissions”
  3. Choose the “Share with entire Organization” option
  4. Determine which users you want to view, edit, or own the dashboard
  5. Click on “Done”

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To share a Dashboard URL externally:

  1. Navigate to the Dashboard you want to share externally
  2. Click on the “External Sharing” icon at the top right of the Dashboard (3 connected circles)
  3. Click on the toggle to “Activate external sharing” if it is currently disabled
  4. Copy the URL and send it out to give access to your Dashboard (you can preview it by opening the link yourself first)
  5. Note: Any Global Filter you add to your Dashboard will be reflected in the Dashboard external users see

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To embed selected Widgets on your website:

  • Navigate to the Dashboard that contains the Widget you want to embed on your website 
  • Click on the “External Sharing” icon at the top right of the Dashboard (3 connected circles)
  • Click on the toggle to “Activate external sharing” if it is currently disabled
  • Click on the three dots at the top right of the Widget you want to embed on your website
  • Click on “Embed”
  • Select the Widget size (300 pixels is about 1 in)
  • Copy the Embed Code
  • Paste the embed (HTML iframe) code into your website 
  • When your Widget gets updated in your Dashboard, it will automatically update on your Website

To download a PDF export of a Dashboard:

  • Navigate to the Dashboard you want to export as PDF
  • Click on the downward facing arrow icon at the top right of the Dashboard
  • Wait a few seconds for the PDF to be generated
  • You will find the PDF in your downloads folder

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