You can share your dashboard with other users on the project you are working on:
1. Click the more options menu next to “Add a widget” to access the sharing panel.
2. Add recipients. You can add as many recipients as needed. Note that only team members with access to Contentsquare project can be shared a dashboard.
3. Click 'Share' or 'Copy the link' to share it via another tool.
Set a dashboard as public
A dashboard can be shared with all project users. To do so, toggle the option "Everyone at [company]" in the Manage Permission tab.
Recipients will not receive an email (if you select this option), to avoid sending too many, but your dashboard will appear in the shared dashboards of each user.
Receiving a shared dashboard
When a dashboard has been shared with you, you'll receive an e-mail notification from which you can directly access the shared dashboard by clicking 'See my dashboard'.
Note that as a viewer, you'll be able to see the dashboard content only. If you want to edit it, please duplicate the dashboard.
However, the viewer status allows you to conduct some actions that will not impact the sender dashboard, such as:
- Apply an Analysis Context
- Export a dashboard
- Duplicate (and become the owner of the copy)
- Copy a widget to another dashboard you own
- Use shortcuts
All your shared dashboards will be listed in the side panel 'Shared with me' section as below:
How to export a Dashboard
You can also export your dashboard as a csv. or a PDF file (A4 or a letter) and share with your team.
1. Click the more options menu next to “Add widget”
2. Select 'Export' and pick an export option:
- Export as PDF (letter)
- Export as PDF (A4)
- Export as csv
3. When your export is complete you will get notified with a confirmation message.