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
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