Share with your team
Open Share in the dashboard header (it reads Restricted when access is limited) and choose Share access to decide which people and teams can view or edit. Nobody gets more than their team-space role allows, and row security still applies to everyone.
Viewer links
In Share access, Publish a viewer link creates a link for people outside the workspace. Choose the audience:
- Approved email addresses
- Anyone with a password — the password must be at least 15 characters
- Anyone with the link
You can also set an expiry date, Lock current filters (or Clear locks) so viewers can't change them, Allow data export, and Replace link when saving so a new save issues a new link. Click Publish link, or Save publishing settings to update an existing one.
A viewer link only exposes the columns the dashboard actually uses. Columns that no panel, filter, sort, or calculation needs are removed from the data before it is sent, and row security narrows each link further. Transcript panels are never shown on viewer links.
Export
From the Share menu:
- Export PDF… — choose the pages, paper size (including US Letter), orientation, theme (Dashboard theme or Print (white paper, high contrast)), and whether to include the applied filters.
- Export PNG — one view at a time.
- Print…
From a panel's menu, Export PNG saves one panel and Download CSV saves its data, one panel at a time. Pivot tables can also export to XLSX.
Scheduled reports
Subscribe… emails the dashboard on a schedule. Set:
- Frequency — Daily, Weekly, or Monthly, and the Time
- Format — PDF, PNG image, or Link only. PDF and PNG are unavailable when data export isn't allowed.
- Subject, Recipients, Outside addresses, the View to send, and a Message
Outside addresses are limited to the domains your admins allow. Manage everything you have set up in Manage reports & alerts, which also shows a delivery log.
KPI alerts
On a KPI card, Alert me when… sets an alert:
- Condition — Goes above, Drops below, or Changes by a percentage
- Check — Every 15 minutes, Every hour, Every 6 hours, Once a day, or Once a week
- Notify — Email me, In-app (always on, shown on Monitors), and Slack
After saving, View in Monitors opens the alert alongside your other monitors. New KPI alert… in the Share menu starts one from the header.
The Slack option needs your administrator to set a workspace alert webhook. Until then it is disabled with a note saying so.
Certification
Certify marks a dashboard as trusted for everyone ("Mark this dashboard as trusted for everyone"). Certified dashboards show a badge and can be filtered on the dashboards list. Any edit removes the certification — saving a certified dashboard asks Save and remove certification? — so use Re-certify after reviewing changes, or Withdraw certification? to remove it.