Share a dashboard via email

Dashboards help you monitor and access the most important aspects of your business. They provide at-a-glance insight into your company, customized for the needs of specific roles. This makes it easy for users to see the information that's relevant to them.

Others might also benefit from the information on a dashboard. You can easily share a PDF version of a dashboard with someone outside of your group or company.

Subscription

Company

Regional availability

All regions

User type All
Permissions

Dashboard: List, View

Application components: List, View

Email a PDF version of a dashboard

You can save any dashboard as a PDF file, and then email that file to someone outside of your group or company.

Dashboard links appear as links in the PDF, but you won't be able to drill down to the underlying data.
  1. Go to Dashboards > All > Dashboards.
  2. Select the dashboard that you want to share from the list.
  3. In the upper right menu bar, select the Printable View icon.

    The Printable View icon is highlighted in the upper right corner of the dashboard. The icon is a stylized printer.

  4. In the upper right corner of the printable view, select Print.
  5. Select Save as PDF and then select Save.
  6. Specify a location for the file and change the file name to something meaningful.
  7. Select Save.
  8. Add the PDF version of the dashboard to an email and Send.