Reports

Can I share my Reporting Add-on dashboard?

Last updated: January 23, 2017

Available For:

Marketing: Free, Starter, Basic, Pro, Enterprise
Sales: Free, Professional
Add-Ons: Reporting

You can modify the permissions of any dashboard you've created in the Reporting Add-on to make it accessible to other team members (learn more about Dashboard owners here). Once you've set the permissions, you can share it via email. 


Set Dashboard permissions

  • Go to your Marketing Dashboard by clicking on Dashboard in the navigation bar, then click on the name of the current Reports dashboard (Marketing Dashboard) to select the desired dashboard.

  • At the top right-hand side of your dashboard, you'll see a Visibility option. Click the permissions next to this label at the top of the dashboard and choose Private, Shared: Read Only, or Shared if you'd like other users to be able to make changes to the dashboard. 

  • Confirm your choice from the pop-up window that appears.

Share Dashboard via email

  • Click the Share dropdown at the top of the dashboard.
  • Select Email now to send a one-off email to a team member or click Create new recurring email to set up an email to be sent regularly to yourself or a team member with an overview of the reports and a link to view the dashboard.