How to export and share dashboards

In this guide, I will show you how to share your dashboards, whether you want to send them to yourself or share them with someone else in your organisation.

 

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, if I want to show the data for the last month, I would select This month and only show accidents in the last month. This will pre-configure the dashboard so that the version you send displays all the data you want.

 

Export your dashboard

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

 

You will 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.

 

Send your dashboard by email

If you select Send via email now, you will have the option to send the dashboard immediately. Enter the required email addresses, separated by commas, whether you are 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.

 

Schedule regular emails

You can also select Send via email regularly. Enter the email addresses you would 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 even Daily if you want the dashboard to be sent every day.

 

Once you finish setting up your schedule, just select Schedule and that will schedule it from there.