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Share a Dashboard with someone now

You can share a dashboard or report to someone using email. This can be done from the dashboard or from the setup wizard.

Navigation: Go into main menu → Settings → Share Dashboards → Select report

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Share Dashboard now

  1. Goto the dashboard you wish to share now and click on the share Icon


  2. Type in the email address in the share with someone now: box, then click the Share Now button.

  3. Alternatively goto the Setup Wizard → Share dashboards → Click on the edit pencil ( Step 4 ) → then add the email and share as shown in ( step 2 )


  4. Click on the edit pencil


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