Sharing and exports

Dashboards can be shared with teammates, embedded in other tools, or exported as static files for presentations and reports.

Share links

Generate a shareable link from any dashboard:

1. Open the dashboard and click Share.
2. Toggle Enable link sharing to on.
3. Copy the generated URL.

Shared links can be set to one of three access levels:

Access level	Who can view
Workspace members only	Anyone signed in to your workspace
Anyone with the link	No sign-in required (public)
Password protected	Viewers must enter a password you set

To revoke a shared link, return to the Share dialog and toggle link sharing off. Existing links immediately stop working.

Embed code

Embed a dashboard as an iframe in an internal tool, wiki, or customer portal:

1. Open the Share dialog and select the Embed tab.
2. Adjust the embed dimensions if needed.
3. Copy the <iframe> snippet and paste it into your target page.

Caution

Embedded dashboards use the same access level as the share link. Avoid embedding dashboards set to “Anyone with the link” on public-facing pages unless the data is intended to be public.

PDF and image export

Export a static snapshot of a dashboard for reports, slides, or compliance records.

1. Open the dashboard and click the ⋯ menu.
2. Select Export.
3. Choose PDF or PNG.
4. The export is generated in the background and downloaded automatically when ready.

Exports capture the dashboard as it appears at the moment of export, including applied filters and current data.

Access controls on shared links

For dashboards shared publicly, you can add optional controls:

• Expiration date — The link stops working after a set date.
• Filter lock — Prevent viewers from changing dashboard filters.
• Watermark — Add an overlay with the viewer’s email address (Enterprise only).