Business Insights

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.