Sharing Dashboards

Once you’ve created a dashboard, you can share it with various stakeholders – executive leadership, board members, donors, etc.

Navigate to the Dashboard that you want to share. From the top right, select the Subscriptions/Message icon.

Selecting Dashboard Subscriptions will allow you to share your dashboard by email.

You will be able to set recipients and recurring schedules to send out dashboards.

You can additionally send a one-off email by selecting Send Email Now.