Share and export your dashboard

With your team

There's no need to share anything by hand. Any workspace member with access to the account sees its dashboards automatically. Who has access to what is defined from roles and permissions, not from each dashboard.

With your clients (Portal)

The portal is the professional way for your client to see their reports, with your logo and your colors instead of a tool's brand:

• Set up the portal from Settings > Client Portal.
• Assign the dashboards you want that client to be able to see.
• The client enters through their link and finds only their data, always up to date.

The portal takes your identity from Settings > Branding (logo, name and color), so the experience is entirely yours.

As PDF

To attach to an email, bring to a meeting or keep a record of the month, export the dashboard to PDF. The Export PDF button is in the dashboard header, next to the date selector.

• Leave the dashboard exactly as you want it exported: choose the date range and apply the filters you need. The PDF takes that same view.
• Click Export PDF. While the file is being built, the button shows Exporting....
• Wait a few seconds. When it's ready, the download starts on its own — you don't have to do anything else.

What comes in the file:

• Cover page — title, account name, date range, applied filters, your logo and, when the report has several sections, the list of them.
• The dashboard as it looks on screen — the same widgets, in the same order and the same positions. Nothing is rearranged, and no widget is cut in half between sheets.
• Header and footer on every page with your brand, the date range and the page number.

To split the report into sections before exporting it, see the article Organize your dashboard into pages.