Share a Supermetrics Studio dashboard to give your team, or people outside your team, a live view of your data. You can share a link with your team, invite people by email as viewers or editors, or create a public link that you can protect with a password. You can also export a dashboard as a PDF or embed it on a web page. Use this article to choose the right option and set it up.
See About dashboard permissions in Supermetrics Studio for more details about dashboard permissions and sharing.
Instructions
Share a dashboard link with your Supermetrics team
At the top menu in Supermetrics Studio, click the share icon.
In the General access settings, select the team to share the dashboard with. The team members’ access level depends on each team members’ role.
Click Copy link to share the link with the team members.
Share a dashboard via email
You can share a dashboard via email with your team or with people outside your team.
At the top menu in Supermetrics Studio, click the share icon.
Enter the email addresses to share the dashboard with, select the access level (Viewer or Editor), and click Invite. For Editor access, a Supermetrics account is created unless they already have one.
Share a dashboard with anyone using a public link
At the top menu in Supermetrics Studio, click the share icon.
In the General access settings, select Anyone with the link can view.
Set a password to make link sharing more secure. We recommend protecting the link with a password.
Click Copy link. Now the dashboard can be shared with anyone. Remember to share the password, too!
Note that the dashboard owners can change the settings to require each viewer's credentials to fetch data. If this is changed, viewing dashboards shared using public links will require a Supermetrics account.
Download a Supermetrics Studio dashboard
Click Export at the top of the dashboard to download it as a PDF. Make sure that the options, such as date range, reflect the data you want to share.
Embed a Supermetrics Studio dashboard
At the top menu in Supermetrics Studio, click the share icon.
Click Embed.
Copy the code, and click Done.
You can embed a dashboard on an HTTPS page. Embedding to an HTTP page instead of an HTTPS page will result in widget errors. Note that password-protected dashboards can’t be embedded.
Manage dashboard settings and permissions
Click the cog icon at the top right to access the settings.
In the Data access section, select the data source credentials used when fetching data to the dashboard — either all viewers use the creator’s credentials or are required to use their own.
In the Allowed tools section, select the tools available to use in the dashboard. To populate the dashboard with data, the Data query tool is required.
Under Sources & Accounts, you can add data sources or accounts to use when populating the dashboard. Note that you can also chat with the AI to add elements and data sources to the dashboard.