How can I share a dashboard?
I have several tables and views saved within one rolled up dashboard. I would like to share this dashboard via email weekly with our team. Is there a way to share dashboards? Or does anyone have a creative idea for sharing more than one view?
While we still have this on our radar, there are currently some features with higher demand taking precedence on our product roadmap. We will certainly circle back and give you an update if this changes!
Is this still on the radar for TrackVia? Would find this extremely useful. We don't really have the option of setting up multiple scheduled view shares due to the way the Dashboard is filtered for each user.
Currently we have to manually share around 100 dashboards weekly.
April VDW commented
Alex - this is something that DT-Trak would like utilize as well.
This enhancement is on our radar for the future, but does not have a timeline for production at this time. We've logged the request and will update this post with any changes!
While there is not a way to share the dashboard as a whole, it is possible to share each of these views individually on a schedule or as needed. This can be done by opening the view, selecting the toggle view options to the top right (three horizontal bars), then clicking Share. You can then enter in the emails of the recipients you wish to share the view with. Settings to send on a schedule can be seen at the bottom after checking the box to send on a schedule.
Information on sharing and reporting schedules can be found in our Knowledge Base: