Share dashboards

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Share dashboards

2 min read

I. Intro

You can set different sharing permissions for each dashboard and share them to different platforms, such as Lark Messenger and Lark Docs, without the need to share the base itself.

Use cases:

Presentations and reports: Share dashboards to present a high-level summary of key metrics, without being bogged down by too much data.

Working with external teams: Share dashboards with teams outside the organization while keeping sensitive data in the base safe.

II. Steps

Turn on sharing

Open the base containing the dashboard and click the dashboard name.

Click Share dashboard in the upper-right corner and then turn on Share dashboard.

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Preview the dashboard

Click the preview icon to the right of the sharing link to preview the dashboard.

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Set the sharing scope

Set who can view the dashboard using the shareable link. You can set it to only invited users, users in the organization, or all users.

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Access a shared dashboard

Click the shareable link to view the dashboard. When data is updated, the dashboard page will automatically refresh.

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Note: If Allow accessing the original base from the shared dashboard is turned on, users who opened the dashboard through the link can click Go to Base to view more details.

Share to a document

Open the base containing the dashboard and click the dashboard name.

Click Share dashboard in the upper-right corner, turn on Share dashboard, and click Copy Link.

Open the document, paste the link that you just copied, and select Link View, Title View, Card View, or Preview View.

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Who can share dashboards?

When advanced permissions are not enabled, those with edit and manage permissions can access the Share dashboard button and obtain the sharing link.

When advanced permissions are enabled, only those with manage permissions can access the Share dashboard button and obtain the sharing link.

Can a shared dashboard be edited?

No, you can only view a shared dashboard. You can't edit the dashboard or view its data details.

Is the shared dashboard data automatically updated in real time?

You will see the latest data when you click the shareable link. If data has been updated while you're viewing the dashboard, a prompt to refresh the page will appear, and you can click it to see the updated data.

Does enabling advanced permissions affect the sharing of dashboards?

No, permission settings for the base do not affect dashboard sharing.

Can I share a dashboard with external users?

Yes, simply set the sharing scope to Anyone with the link can view.

Note: If a security level has been set for the base containing the dashboard, or a setting in Doc/Wiki permission prevents external sharing, the dashboard cannot be set to Anyone with the link can view. In this case, if the dashboard link has already been shared, external users with the link will no longer be able to access the dashboard.

Why do some dashboards sent to a chat appear as generic blocks while others show the actual charts and graphs?

How the dashboard looks in a chat depends on how the dashboard was shared:

When you share by sending the link from the Share dashboard panel, the dashboard will appear as generic blocks and a View Shared Dashboard button can be found at the bottom of the message.

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When the dashboard is shared through automated workflows, a screenshot of the dashboard will be sent to the chat instead and From [Base name] can be found at the bottom of the message.

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Can a dashboard in one base be copied to another base?

No.