Share Dashboards.

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.

This gives your clients their own separate dashboard to play around with.

Any analysis your clients do in their shared dashboard won't affect the analysis in your account's dashboard.

Your account's logo will appear at the top left of the shared dashboard, but you can change this to a custom logo (e.g. with your client's logo) in your dashboard's settings.

Your clients can download their own Workbook (Tables / Lists) and PowerPoint (Charts) for the visible Views in their shared dashboard.

Your clients can analyse however they like in the shared dashboard, e.g. create filters, remove & add cross filters, configure choices, etc. but changes can't be saved and once the dashboard is refreshed, the shared dashboard will revert to the analysis saved in your account's dashboard.

No login is required for the shared dashboard.

Note: we will be adding Read Only Shared Dashboards very soon!!

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 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.