Summary
Once your dashboard is in shape, you want other people to see it — your team, your boss, an external partner. This page covers four ways to get a dashboard out: share it directly, export it as a file, schedule a recurring email, or set an alert that fires when a metric crosses a threshold.
🔒 Viewers can read but can't act. Users with Reporting Access = Viewer can open and explore the dashboards shared with them, but they cannot share, export, schedule, or set alerts. Admins, Partner Admins, and users with Reporting Access = Analytic can do all four. See Set up Custom Reports for the full picture.
Share a dashboard with your team
Open the dashboard you want to share. Click Share in the top-right toolbar.
In the share dialog:
Click + Add and pick one or more users from your tenant.
Pick the permission level for each recipient:
Can view — open the dashboard, change filters, drill, run ad-hoc exports.
Can view and share — above, plus re-share the dashboard with others.
Can edit and share — above, plus edit and delete the dashboard.
Click Share to commit.
You can add many users in one dialog before clicking Share — there's no per-user save.
Who can share what
Admins and Partner Admins can share any dashboard on your tenant.
Analytic users can share dashboards they personally authored, but not dashboards built by someone else.
Viewers cannot share.
💡 If you don't see a Share button on a dashboard, you don't have sharing rights for it.
Remove someone's access
Find the user's row in the share dialog, open the permission dropdown, and pick Remove. The user loses explicit access to this specific dashboard.
A common trap — "Can edit and share" given to a Viewer
If you grant Can edit and share to a user whose Reporting Access is Viewer, the grant has no real effect — the user still cannot create or modify visualizations because editing requires Reporting Access = Analytic. If you want someone to co-author a dashboard, set their Reporting Access to Analytic first, then grant Can edit and share.
Export a dashboard right now
Need a file you can email or drop into a slide deck? Use ad-hoc export.
Open the dashboard. Click the ⋯ menu in the top-right toolbar. Pick Export and choose a format:
PDF — Snapshot — one PDF page rendering the entire dashboard as it looks on screen.
PDF — Slide Deck — multi-page PDF; each section becomes its own slide.
PPTX — Slide Deck — editable PowerPoint, one slide per section.
XLSX — Data — raw tabular data for every visualization.
The export respects your current filter selections — if you've narrowed the dashboard to one customer or the last 7 days, only that view ends up in the file.
Export a single widget
Use the ⋯ menu on the widget itself (not the dashboard toolbar) to export just one chart or table. Formats include PNG, single-slide PDF / PPTX, XLSX, and CSV.
⚠️ Stay on the page while it runs! A progress banner appears while the export runs. Don't leave the page until the file downloads — closing the tab can cancel the export.
Schedule a recurring export — email a dashboard every Wednesday
If you need the same dashboard delivered on a schedule, set up a scheduled export.
Open the dashboard. Click ⋯ → Schedule export.
In the dialog:
Pick the frequency — daily, weekly, monthly, or a custom cadence.
Pick the send time in your local timezone.
Pick the file format (PDF, PPTX, XLSX, CSV).
Add recipients — users on your tenant or external email addresses.
Optional: override per-tab filters for the scheduled send.
Optional: add a message that appears in the email body.
Click Save.
Schedules run independently of you — you don't need to be logged in.
Manage your schedules
Open ⋯ → Schedule export on the same dashboard to see existing schedules. Pause, edit, or delete them from there.
Set up an alert — get notified when a metric crosses a threshold
Alerts watch a single metric on a single widget and fire when it crosses a value you set.
Hover the widget you want to alert on. Click ⋯ → Alerts → Create.
In the dialog:
Metric — the metric to watch (defaults to the widget's metric).
Slice by — optional. Alert on All values of an attribute, or one specific value.
Condition — comparison (greater than, less than, between) and the threshold.
Destination — email.
Recipients — users on your tenant or external emails.
Display name — what the alert is called in your alert list.
Click Save.
ℹ️
Trigger mode
By default, an alert fires every time its condition is true on the evaluation schedule. You can change it to fire once, then pause so the alert sends one notification and stops until you manually re-enable it.
Tips
Prefer "Can view" when sharing. Use the higher levels only when the recipient genuinely needs to share or edit.
Filter before exporting so the file shows only the data you want to send.
One alert per metric per widget. Overlapping alerts get noisy.
Where to go next
Build a dashboard worth sharing: Get started with Custom Reports.
Customize what you see before sharing it: Filter, drill, and save the view you want.
Who can do what, or how to enable Custom Reports: Set up Custom Reports.