- Knowledge Base & Help Center
- BOS Feature User Guide
- Business Insights
-
FAQs
-
Troubleshooting & Support
-
Standard Operating Procedures & Policies
- Transaction Categorizations | Basic Services
- Schedule Maintenance with Month End Journal Entry | Basic Services
- Payroll Journal Entries | Basic Services
- Simple Month End Journal Entries | Basic Services
- Bank & Credit Card Reconciliation | Basic Services
- Standard Monthly Report Package
- Month-End Close | Basic Services
- Monthly Close Timing and Required Information
- Autonomous AP Processing | Advanced Services
- Applying Payments to AR Invoices | Advanced Services
- Class & Department or Project/Job Tracking | Advanced Services
- Payroll Categorizations | Advanced Services
- QBO W-9 Form Request | Advanced Services
- 3rd Party Point-of-Sale & Credit Card Merchant | Advanced Services
- Monthly Standard Invoicing | Advanced Services
- Enhanced Ongoing Report Support | Advanced Services
- 3rd Party Inventory Reconciliation | Advanced Services
- Rapid Write Up Procedures
-
BOS Feature User Guide
-
Accounting Partner Resources
-
AI UNCHAINED Conference
-
Strategic Partners
-
Product Updates
How do I share a dashboard in Business Insights?
To share a Dashboard, click on the “Share” icon on the top of the Business Insights page.
To share a Dashboard, click on the “Share” icon on the top of the Business Insights page.
A Share Dashboard screen will pop-up. Click the “Create New Link” button.
A Create Url screen will pop-up.
Enter the recipient's name in the “Sharing With” box. If you want to password protect the URL, create a password in the “New Password” box. Note this is optional. Select “Date Picker” if you want the viewer to select a date range. Select “Auto Resize Widgets” to automatically scale widgets to fit the viewer's screen. Once done, click “Create URL.”
A Share Dashboard screen will pop-up. Click the “copy” icon, to copy the url, then you are able to share the link.