How can I Share Dashboards?

Shared Dashboards allow you to share....

• pre filtered dashboards
• cross filtered dashboards
• with redacted questions, i.e. questions removed in the views tab AND not visible in filter conditions
• with redacted loops i.e. loops hidden in the loop dropdown (next, not yet)
• with redacted filters i.e.
  • hides filters in the filters tab,
  • hides (but does not remove) pre filters and
  • removes cross filters
• data exports (next, not yet)

With a public share link visible to anyone with that link

To share your dashboard, simply click the 'share' icon under your dashboard name to copy the link to your clipboard, then share this with your team, clients, and stakeholders.

What is Make Filter Private?

This is the perfect tool for Shared Dashboards.

• Private Filters will NOT appear in the share link recipient's Filters Tab or Filters List
• Private Pre Filters will still be applied in the Share Link but NOT visible to share link recipient.
• Private Cross Filters will be removed from all views in Share Link.

This allows you to pre filter your shared dashboards so your clients only see the data they paid for.

However, you can still see the Private Filters in your master dashboard clear as day and use them as normal, but they're simply greyed out so you know they're NOT visible in the shared dashboard.

What is Make View/Question Private?

This is the perfect tool for Shared Dashboards. Private Views...

• will NOT appear in the share link recipient's Views Tab and
• will NOT appear in their Filter Conditions when creating, viewing, or editing filters

However, you can still see the Private Views in your master dashboard clear as day and use them as normal, but they're simply greyed out so you know they're NOT visible in the shared dashboard.

This allows you to redact your shared dashboards so your clients only see the data they paid for.