You can easily share a report or dashboard with your teammates by sending them a link. The shared link will include all the applied date ranges, segments, filters and other settings. Additionally, if you need to share a report with non-users, such as your clients, you can make it publicly accessible.
In this article, we’ll show you how to share a report or dashboard.
Share a report
To share a report, follow these steps:
- Go to Menu > Analytics.
- Navigate to Dashboards, Reports, Custom reports, Goals or Ecommerce.
Note: Custom reports can’t be shared publicly.
- Set up your report to look exactly the way you want.
- Click Share in the upper right corner.
- Select Public or Only users.
Note: Public is an experimental feature and may have bugs or be removed later.
- Copy the link and send it to your teammate or client.
Note: If you share this report with other users, make sure that it is visible to all users and that they have all the necessary permissions.
Note: A publicly shared link is valid for 90 days.
- Done! Your teammate or client will see the report with the date ranges, segments, filters and other settings you applied.
Share a dashboard
To share a dashboard, follow these steps:
- Go to Menu > Analytics.
- Navigate to Dashboards.
- Set up your dashboard to look exactly the way you want.
- Click Share in the upper right corner.
- Copy the link and send it to your teammate.
Note: Make sure that the shared dashboard is visible to all users and that they have all the necessary permissions.
- All done! Your teammate will see the dashboard with the date ranges, segments, filters and other settings you applied.