--- title: Share and Download Dashboards slug: turbine-user-guide/share-and-download-dashboards docTags: createdAt: 2025-05-29T12:48:43.000Z --- 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. 1. Once in **Schedule Dashboard**, under **Schedule Settings**, select either **Recurring** or **One Time** for the frequency. 2. Click the toggle button next to **Schedule Disabled** to enable the schedule. 3. Under **Dashboard Details**, type a **Name** for your dashboard report. 4. Under **Notes**, type notes to include on the dashboard report. 5. Under **Recipients**, search for and select Turbine users or groups, or enter an email address and select **Add Value**. ::Image[]{src="https://api.archbee.com/api/optimize/511c8QBH-VHiwWnyzIwUb/orK5qsXa--r5XAtG1ge5X_schedule-dashboard-name-notes-recipients.png" size="58" width="1433" height="775" darkWidth="800" darkHeight="432" position="center" showCaption="false"} 6. Under **Dashboard Controls**, choose to include a link to the dashboard report and select page orientation. 7. Under **Available Dashboard Report Cards**, select the dashboard cards to display. ::Image[]{src="https://api.archbee.com/api/optimize/511c8QBH-VHiwWnyzIwUb/Y_HEApzER4-JPtgUX12Su_schedule-dashboard-available-report-cards.png" size="58" width="1427" height="879" darkWidth="800" darkHeight="492" position="center" showCaption="false"} ::Image[]{src="https://api.archbee.com/api/optimize/511c8QBH-VHiwWnyzIwUb/Z_NoCV6hBwFE9MySGqBF-_schedule-dashboard-widget-card-unavailable.png" size="58" width="1419" height="609" darkWidth="800" darkHeight="343" position="center" showCaption="false"} 8. In the **Dashboard Preview**, rearrange or resize cards as needed. 9. Click the drop-down arrow next to **Header and Footer Formatting** to format the header and footer. 10. Once finished, click **Save Schedule**. A confirmation dialog appears. Click **Close** to exit. ::Image[]{src="https://api.archbee.com/api/optimize/511c8QBH-VHiwWnyzIwUb/nxs1yy_xdxtSVms1t4m4e_schedule-dashboard-header-footer.png" size="60" width="1417" height="1166" darkWidth="800" darkHeight="658" position="center" showCaption="false"} ::Image[]{src="https://api.archbee.com/api/optimize/511c8QBH-VHiwWnyzIwUb/vnDLvZchECKFwQMCrxNzD_enabled-dashboards.png" size="24" width="277" height="265" darkWidth="800" darkHeight="765" position="center" showCaption="false"} ::Image[]{src="https://api.archbee.com/api/optimize/511c8QBH-VHiwWnyzIwUb/h7IQLskAbq7T_kiywtW_Y_disabled-dashboards.png" size="30" width="282" height="265" darkWidth="800" darkHeight="751" position="center" showCaption="false"} 11. 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. 1. In **Email Dashboard**, under **Name**, type a name. 2. Under **Notes**, type notes. 3. Under **Recipients**, search for Turbine users/groups or enter an email address and select **Add Value**. 4. Under **Dashboard Controls**, choose to include a Turbine link and select page orientation. ::Image[]{src="https://api.archbee.com/api/optimize/511c8QBH-VHiwWnyzIwUb/h8y1OBIWAbo6rOIrZb9Hu_email-dashboard-name-notes-recipients.png" size="54" width="1421" height="776" darkWidth="800" darkHeight="436" position="center" showCaption="false"} 5. Under **Available Dashboard Report Cards**, select the cards to include. ::Image[]{src="https://api.archbee.com/api/optimize/511c8QBH-VHiwWnyzIwUb/WqH8e6SOgfc4ULn-HQGQF_email-dashboard-widget-card-unavailable.png" size="44" width="1425" height="937" darkWidth="800" darkHeight="526" position="center" showCaption="false"} 6. In **Dashboard Preview**, rearrange or resize cards. 7. Click **Header and Footer Formatting** to customize header/footer. ::Image[]{src="https://api.archbee.com/api/optimize/511c8QBH-VHiwWnyzIwUb/oo8ArrDa6TH7VtvFdIftD_email-dashboard-header-footer.png" size="46" width="1422" height="1162" darkWidth="800" darkHeight="653" position="center" showCaption="false"} 8. Click **Send Now**. A confirmation dialog appears. 9. The email includes: sender account, dashboard report name, notes, optional Turbine link, and a PDF. 10. 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. 1. In **Download Dashboard**, under **Name**, type a name. 2. Under **Notes**, type notes. 3. Under **Dashboard Controls**, choose page orientation. ::Image[]{src="https://api.archbee.com/api/optimize/511c8QBH-VHiwWnyzIwUb/NCCd3KwPEXG7JMPczcZ7U_download-dashboard-name-notes.png" size="58" width="1420" height="547" darkWidth="800" darkHeight="308" position="center" showCaption="false"} 4. Under **Available Dashboard Report Cards**, select the cards to include. ::Image[]{src="https://api.archbee.com/api/optimize/511c8QBH-VHiwWnyzIwUb/pE-p3qBQukqFvBtb3Ct3-_download-dashboard-widget-card-unavailable.png" size="58" width="1426" height="1165" darkWidth="800" darkHeight="653" position="center" showCaption="false"} 5. In **Dashboard Preview**, rearrange or resize cards. 6. Click **Header and Footer Formatting** to customize header/footer. ::Image[]{src="https://api.archbee.com/api/optimize/511c8QBH-VHiwWnyzIwUb/OS7XrLMHgtZQCUZ4nnMIa_download-dashboard-header-footer.png" size="54" width="1422" height="1163" darkWidth="800" darkHeight="654" position="center" showCaption="false"} 7. Once finished, click **Download**. A green check appears on the **Download** button once complete. Click **Close** to exit. A dashboard report can be shared by scheduling an email, sending an email now, or downloading a PDF. On the dashboard header, click the **Share** icon and select **Schedule**, **Email**, or **Download**. You can also open **Settings and Schedules** from the dashboard menu. ## Filters Used in Preview and Download Starting in **Turbine 26.5.0**, **Dashboard Preview**, **Download Preview**, **Email**, **Download**, and **Schedule** use the same filters you see on the dashboard. \| Filter | What preview and download use | |