Share a dashboard with individual users or a profile for view-only access, or schedule it for automated delivery by email or Slack as PDF, CSV, or Excel. Sharing and scheduling are how a dashboard goes from something you built to something your stakeholders use.
Share a dashboard
Dashboards can be shared with individual users or with a profile. Profile-based sharing is view-only: recipients see the data without edit or admin permissions, which makes it the right way to roll a dashboard out to a group, such as all managers in a region. Viewers cannot break anything; changes they make to filters while viewing are temporary and reset when they leave.
Keep one dashboard per audience. A regional manager group, an executive team, and a program owner each get more from a focused board than from a shared everything-dashboard.
Schedule automated delivery
Any dashboard can be scheduled for recurring delivery by email or Slack, as PDF, CSV, or Excel. Scheduled delivery works well for stakeholders who want the numbers without logging in: leaders who need a weekly readout, or teams that track a monthly metric.
If you report on a cycle, build the dashboard once and update only the date filter each period rather than rebuilding it. A quarterly review dashboard with a swapped date range is minutes of work instead of hours.
A rollout pattern that works for managers
When managers ask for reporting access, resist granting everything on day one. A pattern that has worked well:
- Start with a scheduled email. Build a dashboard for the manager group and schedule it to their inbox on a regular cadence.
- Watch for engagement. Some managers will read the email and never want more. That is fine; the email is the product for them.
- Grant view access when they ask to tweak. When a manager starts asking to change what is in the email, that is the signal to share the dashboard with them directly so they can filter and explore on their own.
This keeps the first experience light, avoids giving access nobody uses, and lets the curious managers self-select into more.