Share your Dashboard

Once you have created your Dashboard, you can share it externally via email. 

How to share your Dashboard immediately

1. Under Insights, go to the Saved Reports  
2. Open the Dashboard you want to share (If it is a report you have created go to My Reports > make sure Dashboards is selected)
   
3. Tap the vertical ellipsis (⋮)
4. Tap Schedule Delivery
5. Enter your recipients email address
6. Change Recurrence to Send now
7. Send Now

Schedule when to share your Dashboard

You can also configure the dashboard to be sent automatically following a set schedule that you define on a monthly, weekly, daily, hourly or minute schedule. 

1. Under Insights, go to the Saved Reports page
2. Open the Dashboard you want to share (If it is a report you have created go to My Reports > make sure Dashboards is selected)
   
3. Tap the vertical ellipsis (⋮)
4. Tap Schedule Delivery
5. Under the Settings tab enter your recipients email address, change Recurrence as desired
6. Under the Filters tab is set up how you would like data to filter
7. Under the Advanced Options tab make sure you have your "Delivery Timezone" set to your correct timezone, as this defaults to UTC
8. Save

To delete an existing Schedule Delivery

1. Under Insights, go to the Saved Reports  
2. Open the Dashboard you want to share (If it is a report you have created go to My Reports > make sure Dashboards is selected)
3. Tap the vertical ellipsis (⋮)
4. Tap Schedule Delivery
5. Tap the vertical ellipsis (⋮)
6. Select Delete
   
7. Confirm Delete