Dashboards

Sharing & Exporting

Share a dashboard with a public link with granular viewer permissions, custom branding, password protection, and expiry, or export it to PDF or PNG.

When a dashboard is ready, you can share it as a live link that anyone can open without logging in, or export a snapshot to PDF or PNG. Shared links stay live, so viewers always see the latest data, with the permissions and branding you choose.

What You Can Do

Create a public link that needs no login to view
Control what viewers can do: change dates, change filters, interact, and download
Add your own logo, accent color, and hide the Two Minute Reports footer
Protect a link with a password and an expiry date
Revoke a link instantly, and see view activity
Export the whole dashboard to PDF or PNG

Open the share dialog from the dashboard header to create a link.

Viewer Permissions

Decide what people opening the link are allowed to do:

Permission	When enabled, the viewer can…
Change date range	pick a different period on the shared dashboard
Change filters	adjust the dashboard's filters
Interact with widgets	hover, drill, and explore charts
Download	export the dashboard to PDF or PNG themselves

Leave any of these off to give viewers a fixed, locked-down view.

Branding

Make a shared link look like your own:

Add your logo by URL
Set a primary color to match your brand
Hide the Two Minute Reports footer for a fully white-labeled view

Password and Expiry

Set an optional password so only people you give it to can open the link
Set an optional expiry date after which the link stops working

Anyone with the link (and password, if set) can view the dashboard's data until you revoke it or it expires. Only share links through trusted channels.

Managing and Revoking Links

You can update a link's settings at any time, see its view activity, and revoke it to immediately cut off access. Revoked links stop working right away.

A shared dashboard is live: viewers always see the current data, not a frozen snapshot. To send a fixed point-in-time copy instead, export to PDF or PNG.

Exporting

To capture a dashboard as a file, export it from the dashboard header. Two formats are available:

PDF - a multi-page document, one dashboard page per page, ideal for email and archiving
PNG - image files of your dashboard pages

Exports capture every page of a multi-page dashboard. Chart animations are paused during export so the output is clean and complete.

Use a live shared link for ongoing client access, and a PDF export for a fixed deliverable, like a monthly report attached to an email.

Best Practices

Turn off "change filters" and "change date range" for client links you want to keep on-message
Add a password and expiry for anything sensitive
Brand client-facing links with the client's (or your agency's) logo and color
Revoke old links when an engagement ends rather than leaving them live

Next Steps

Theming - Style the dashboard before you share it
Data, dates & filters - Decide what viewers can change
Clients - Organize dashboards and branding per client

Theming

Style dashboards with custom themes, backgrounds, typography, colors, and per-widget overrides, and save themes to reuse across dashboards.

Goals

Set performance targets, track live progress, and manage client budgets across all your campaigns in one place.