How to export and share dashboards

You can export and share your dashboards, whether you want to send them to yourself or share them with someone in your organisation.

How to apply filters to your dashboard

Before exporting or sharing your dashboard, start by applying the filters you need so the dashboard shows the exact data you want to include.

For example, to show data for the last month, select 'This month' so only events from the last month appear. This pre-configures the dashboard so the version you send displays all the data you want.

How to export your dashboard

When you're ready, click 'Dashboard' in the top right and select 'Export'.

You'll have two export options. You can send the dashboard as a PNG, which provides an image, or as a PDF file.

If 'Use current applied filters' is selected, the export will include all of the filters that were configured in the previous step.

How to send your dashboard by email

If you select 'Send via email now', you'll have the option to send the dashboard immediately. Enter the required email addresses, separated by commas, whether you're sending it to yourself or to a colleague.

If you select 'Use customised message', you can define the subject line and message content to specify exactly how the email should appear.

How to schedule regular emails

You can also select 'Send via email regularly'. Enter the email addresses you'd like to send the dashboard to, separated by commas. If you select 'Use customised message', you can define the subject line and message content to control how the email will appear.

At the bottom is where you set the schedule for this export. For example, to send it every Monday at a certain time, select the date the schedule will start and type in the time. You can also change the frequency to 'Monthly', 'Quarterly', 'Yearly', or 'Daily' if you want the dashboard to be sent every day.

Once you finish setting up your schedule, select 'Schedule' to schedule it from there.