Share Dashboards

a dashboard report can be shared by scheduling an email to be sent, sending an email now, or downloading a pdf of the dashboard report to find these sharing options, while in the dashboard, click the share icon on the dashboard header and select schedule , email , or download under sharing options schedule dashboard schedule dashboard allows you to schedule when an email of a dashboard report is sent to recipients in addition to scheduling the email, you can choose to send the email now as well as later and choose to download a preview of the dashboard report once in schedule dashboard , under schedule settings , select either recurring or one time for the frequency click the toggle button next to schedule disabled to enable the schedule under dashboard details , type a name for your dashboard report under notes , type notes to include on the dashboard report under recipients , search for and select turbine users or groups, or enter an email address and select add value under dashboard controls , choose to include a link to the dashboard report and select page orientation under available dashboard report cards , select the dashboard cards to display in the dashboard preview , rearrange or resize cards as needed click the drop down arrow next to header and footer formatting to format the header and footer once finished, click save schedule a confirmation dialog appears click close to exit the email includes sender account, dashboard report name, notes, optional turbine link, and a pdf email dashboard email dashboard allows you to send a dashboard report immediately unlike schedule dashboard, it cannot be scheduled in email dashboard , under name , type a name under notes , type notes under recipients , search for turbine users/groups or enter an email address and select add value under dashboard controls , choose to include a turbine link and select page orientation under available dashboard report cards , select the cards to include in dashboard preview , rearrange or resize cards click header and footer formatting to customize header/footer click send now a confirmation dialog appears the email includes sender account, dashboard report name, notes, optional turbine link, and a pdf default email/pdf settings are configured in settings > email and pdf settings download dashboard download dashboard allows you to download the dashboard report as a pdf in download dashboard , under name , type a name under notes , type notes under dashboard controls , choose page orientation under available dashboard report cards , select the cards to include in dashboard preview , rearrange or resize cards click header and footer formatting to customize header/footer once finished, click download a green check appears on the download button once complete click close to exit