Share a dashboard – Alida Help Center

Allow stakeholders to easily view your dashboard with a public share link. You can optionally set the link to expire after a set period of time.

You must publish the dashboard before you can share it.

Note:

Be aware of who you are sharing this link with. Sharing this link allows anyone who has the link to view contents of the dashboard. This will override any access controls assigned to the dashboard.
In order to view the dashboard, stakeholders must have third-party cookies enabled in their web browser.

You can share a dashboard with dashboard filters applied. Any dashboard filters you apply to the shared dashboard will be applied by default when users access the dashboard.

Users that access the dashboard through a shared link can download the summary data displayed in the report as a PDF file or CSV file. They cannot download Personally Identifiable Information (PII) data from the dashboard. You can optionally add passcode protection to further restrict access to the dashboard.

To create a public share link from Dashboards page.
1. Click the App Drawer and select Dashboards.
2. On the Dashboards page, in the row of the dashboard you want to share, click Options > Share.
3. In Link Name, enter a name for the share link.
  The link name is displayed alongside the dashboard name in the Share Links page.
4. Optional: To set an expiration date for the link:
  - Enable the toggle next to Set link availability range.
  - Click one of the preset options (7 days, 30 days, or 3 months), or click Custom and select a specific expiry date from the calendar.
5. Optional: To require a passcode to access the shared link:
  - Enable the toggle next to Require Passcode.
  - Enter a unique passcode.
    
    The pascode must include at least 8 characters.
    
    Note: Passcodes are not encrypted values like passwords because they are intended for sharing. Passcodes enable you to require users to enter a second piece of information in addition to having the correct share link.
6. Click Create Link.
7. Click Copy Link.
8. Close the Link Created dialog box.
To create a public share link from the selected dashboard.
1. Click the App Drawer and select Dashboards.
2. Click the name of the dashboard you want to share in the list of dashboards.
3. In the top right of the page, click Share.
4. In Link Name, enter a name for the share link.
  The link name is displayed alongside the dashboard name in the Share Links page.
5. Optional: To set an expiration date for the link:
  - Enable the toggle next to Set link availability range.
  - Click one of the preset options (7 days, 30 days, or 3 months), or click Custom and select a specific expiry date from the calendar.
6. Optional: To require a passcode to access the shared link:
  - Enable the toggle next to Require Passcode.
  - Enter a unique passcode.
    
    The pascode must include at least 8 characters.
    
    Note: Passcodes are not encrypted values like passwords because they are intended for sharing. Passcodes enable you to require users to enter a second piece of information in addition to having the correct share link.
7. Click Create Link.
8. Click Copy Link.
9. Close the Link Created dialog box.

An entry for the link is added to the Shared Links page. You can view and update settings for the link on this page. For more information, see Manage shared links.

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