Can I share Dashboards with my clients?

Can I share Dashboards with my clients?

Yes, Dashboards can be shared with your clients in the following ways:

 

1. Share Access:

If your client is added to your Brand, and Client roles have permission for 'Advanced Reports' enabled,

- Go to the Dashboard you want to share

- Click on the lock button at the top left and select Custom Share

- Select the Client you want to share it with or select All Members so all Members with Advanced Reports will have access to it.

 

2. Schedule: 

If your client is added as a team member and the Client role has permission for 'Advanced Reports' enabled

- Go to the Dashboard you want to schedule

- Select Email from the top right

- Click on Schedule

- Select the recipients

- You can also choose to add a message with this scheduled report, and customize Date range, time, frequency, and the format of the file (.pdf and .png).


3. Email instantly:

If you want to share a Dashboard with a client who doesn't have 'Advanced Reports' enabled, or you just want to share with them right away,

- Go to the Dashboard

- Click on Email at the top right

- Select Send as Mail 

- Type the recipients email id, and add a subject, message etc to the mail.