Sharing Dashboards & Reports

Sharing a dashboard or report with colleagues is a game-changer for communicating valuable business data across your organization. IS2 has two share options: 1) you can email a dashboard/report directly from the dashboard screen or 2) download a hi-res image of your data to share as an attachment. Each option allows you to share your data with anyone, including anyone that does not have IS2 access to that dashboard or report. The images will not include access to clicking into or editing the data, giving you the control to only show the data you want to be seen. Plus, it's really easy! (You can also schedule emails to automatically send on your desired cadence.)

• Email a dashboard and selected reports

• Email an individual report

• Download & share a dashboard/report image

Email a Dashboard and Selected Reports

1. Open the dashboard you want to share

2. Click the share icon in the top right of the page

3. Click "Share {Dashboard Name} as Email"

   

4. Create your email:

   1. Enter recipients in the "to" or "cc" box. (You can search for users or enter any email address)

   2. Enter subject

   3. Enter the email body (you can adjust fonts, use hyperlinks, etc.)

5. Select the reports you want to be included; you can leave all reports selected or deselect any of the reports you do not want to be included in the email

   

6. To send one time, right now, click Send, you will receive a confirmation that your dashboard email has been sent, you can close this window to continue working in IS2. If you want to create a schedule for this email to send automatically on a regular cadence, click here.

   

Recipients will receive ordered images of the selected reports from the dashboard as well as links to view within the application (only available to IS2 users with access to the dashboard), it will look like this:

Want to watch a video on emailing dashboards? You can do so here.

Email an Individual Report

You can also email an individual report direct from the dashboard.

1. Click the three-dot menu in the top right of the report

2. Click "Share Report as Email"

   

3. Create your email:

   1. Enter recipients in the "to" or "cc" box. (You can search for users or enter any email address)

   2. Enter subject

   3. Enter the email body (you can adjust fonts, use hyperlinks, etc.)

4. Only the individual report you originally chose to share from will be selected, you can move forward with this individual report or select additional reports from the dashboard to include in the email

5. To send one time, right now, click Send, you will receive a confirmation that your report email has been sent, you can close this window to continue working in IS2. If you want to create a schedule for this email to send automatically on a regular cadence, click here.

   

Recipients will receive ordered images of the selected reports from the dashboard as well as links to view within the application (only available to IS2 users with access to the dashboard).

Download & Share a Dashboard Image

You can download images of dashboards/reports to your device to share as attachments, this option allows for share opportunities in addition to email, like Slack.

1. Open the dashboard you want to share

2. Click the share icon in the top right of the page

3. Click “Download (board title) Image”, the image will take a minute to download to your browser

4. You can save the dashboard image and share via email, Slack message, DMs, etc.

Download & Share a Report Image

1. Open the dashboard that houses the report you want to share

2. Click the three dots in the top right of the report

3. Click “Download Image”, the image will take a minute to download to your browser

4. You can save the report image and share via email, Slack message, DMs, etc.

Below is an example of a dashboard image. Imagine being able to attach this to an email or quickly Slack a colleague who needs this data stat.

FAQ

Why can't I see the emailed report images in Outlook?

Microsoft says, "Blocking pictures can help protect your computer. Microsoft Outlook is configured by default to block automatic picture downloads from the Internet. You can, however, unblock pictures that you think are safe to download."

Learn how to unblock pictures from the Microsoft article, "Block or unblock automatic picture downloads in email messages".

Related Articles

Who can share dashboards?

Schedule Dashboard / Report Emails

Troubleshoot: Why can't I see the emailed report images in Outlook?

If you run into any issues, please contact support.