Share Dashboard

In order to share a dashboard, you will need to select the desired dashboard using the Dashboard Selection in the top left of the dashboard page.

• On the desired dashboard, click on the ellipses for the dashboard settings and choose “Share this dashboard”.
• On the pop-out window, you will need to select whether or not the share is a recurring email. Select either “No, this email will only be sent once” or “Yes, this a recurring email”.

No, this email will only be sent once

• Selecting this option means that the share will only occur once. You will need to enter:

  • Recipients: Enter the email addresses that you want to share the dashboard too.
  • Email subject: Enter a subject for the email.
  • Message: Enter a message for the email.
  • Attach downloadable file: Select whether or not the share will include a PDF file that is attached to the email and can be downloaded by the recipient.

• Click “Send now” to send the email.

  

Yes, this is a recurring email

• Selecting this option means that the share will recur. You will need to enter:

  • Name of the recurring email: Provide a name for the
  • Recipients: Enter the email addresses that you want to share the dashboard too.
  • Email subject: Enter a subject for the email.
  • Message: Enter a message for the email.
  • Delivery frequency: This can be set to Daily, Weekly, or Monthly.
  • Scheduled time: Select which hour of the day the email is sent.
  • Time zone: Select the time zone in which the email is sent.
  • Attach downloadable file: Select whether or not the share will include a PDF file that is attached to the email and can be downloaded by the recipient.

• Click “Save” and the email will be sent when scheduled.