Share Dashboards
To share dashboards with clients:
1. Click ‘Share’.
2. In the share window, choose the dashboard's timeline or date as shown below:
3. Choose the:
Client
The person to whom the dashboards should be sent to
Email Description (dashboard will be shared in the form of a link via email)
4. You can also choose to schedule dashboards by checking the "Schedule Dashboard" option and defining the timeline as shown below.
5. For example, you can schedule to share the dashboard every month, once on the second Tuesday of the month, starting on February 1, 2023, at 3 p.m.
Note: Dashboards will automatically be filtered by clients and shared, i.e., every client will automatically receive a dashboard containing data that is only specific to them.