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Overview

Share dashboards publicly via links, embed on websites, or export as PDFs and images. Control access with password protection while maintaining data security.
The dashboard Share modal with privacy options, scheduled report settings, inherited project access, and an organization member list.
Sharing Status Options:
  • Private: Only organization members can view the dashboard
  • Share with User: Specific organization members with view or edit access
  • Public: Anyone with the link can view the dashboard
  • Password Protected: Anyone with the link AND password can view
Additional Features:
  • Embed Code: Generate iframe embed code for public dashboards
  • Export: Download as PNG image or PDF document
Data Security: When sharing publicly, viewers see the dashboard data as it was configured. Ensure you’re comfortable with the data being visible before sharing.

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How to Share

1

Open Share Modal

Click the Share button in the dashboard top bar (or from the More menu).
The dashboard top bar showing the Share button among the refresh, edit, and schedule actions.
2

Select Sharing Status

Choose your sharing preference from the dropdown:
  • Private - Dashboard only visible to organization members
  • Share with User - Choose specific users and permission levels (View Only or Edit)
  • Public - Anyone with the link can view
  • Password Protected - Requires password to view
3

Copy Link or Embed Code

For public or password-protected dashboards:
  • Copy Link: Click the copy button next to the URL
  • Embed Code: Copy the iframe code to embed on your website

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Sharing with Team Members

Share individual dashboards with specific organization members without sharing the entire project. Recipients see shared dashboards in their “Shared projects” section with scoped access to only that dashboard. API Access: Shared dashboards are accessible via API endpoints. Users with dashboard shares can query widget data and dashboard metadata through REST API calls.
1

Open Share Modal

Click the Share button in the dashboard top bar.
2

Select 'Share with User'

Choose Share with User from the sharing status dropdown.
3

Choose User and Permission Level

  • Select the organization member from the user dropdown
  • Choose permission level:
    • View Only: User can view the dashboard but cannot edit
    • Edit: User can view and modify the dashboard
4

Save and Notify

Click Save to grant access. The user receives a notification and sees the dashboard in their “Shared projects” section.
Scoped Access: When you share a dashboard with a user, they only have access to that specific dashboard, not the entire project or other dashboards within the project.

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Organization-Wide Access

For larger teams, you can make a dashboard accessible to all organization members at once, with no individual invitations needed. Access Levels:
  • Restricted (default): Only explicitly shared users can view the dashboard
  • Anyone can view: All organization members can view; only shared users can edit
  • Anyone can edit: All organization members can view and edit
To change the access level, open the dashboard settings and select your preferred option under Organization Access.
Combine with Individual Shares: Organization-wide access works alongside individual shares. For example, set “Anyone can view” for the whole org, then grant specific analysts Edit access individually.

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Exporting Dashboards

Download your dashboard as an image or PDF for offline viewing, presentations, or sharing outside Go Fig. Exports render with full fidelity: charts include legends, tables display actual data (up to 50 rows and 10 columns), and text formatting is preserved.
1

Open Share Modal

Click the Share button in the dashboard top bar.
2

Choose Export Format

In the “Download Dashboard” section:
  • Download as PNG - High-quality image of your dashboard (1920px width)
  • Download as PDF - PDF document suitable for printing
3

Wait for Download

The export process may take a few seconds for large dashboards. A progress indicator shows the export status.
Export Rendering: Tables in exports show up to 50 rows and 10 columns of actual data. For dashboards with more than 24 widgets, consider breaking into multiple dashboards for optimal file size and clarity.

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Scheduled Email Reports

Send a snapshot of your dashboard to a list of recipients on a recurring schedule, with no manual exports needed. Recipients get an email on the cadence you choose, with a link to the live dashboard and optional PDF, Excel, or branded-report attachments.
1

Open the Schedule panel

From the dashboard, click the Share button, then select the Schedule tab.
2

Set the cadence

Choose how often to send the report: Hourly, Daily, Weekly, Monthly, or Quarterly. The next send time updates as you configure.
3

Add recipients

Add org members from the dropdown and/or type in any external email addresses. Each address receives its own copy of the email.
4

Customize the email

Write a Subject line and optional Message body, then choose what each email includes: a link to the live dashboard, an attached PDF, an attached Excel workbook (with the underlying data), and, if your plan includes it, a branded report. At least one of these must be on.
5

Save and enable

Toggle the schedule On and click Save. Use the Send now button any time to dispatch the email immediately without waiting for the next scheduled run.
Variants, one email per filter combination: If your dashboard has filter controls (dropdowns or chips), you can define named variants, for example “East Region Q1” or “West Region Q2”, each with a saved set of filter values. The schedule then sends one filtered report per variant, so each audience segment gets a precisely scoped snapshot with no manual work.
Per-recipient delivery: You can also have one variant fan out automatically by email address. Point it at a filter control that targets an email field, and Go Fig sends each person a report filtered to just their own rows, for example one report per agent or per client.
Toggling the schedule off preserves all your settings (cadence, recipients, subject, variants). Turn it back on at any time to resume without reconfiguring.

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Embedding Dashboards

Public dashboards can be embedded on external websites using an iframe. Embed Code Format:
Responsive Embedding: Set both width and height to 100% and place the iframe in a container with fixed dimensions for the best viewing experience.

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Best Practices

Test Public Links Incognito: Before sharing public links, test in private/incognito browser to verify the experience matches what external viewers will see.
Optimize for PDF: Dashboards with 20+ widgets produce large PDFs. Consider breaking into multiple dashboards or limiting to 15 widgets for cleaner exports.
Password Security: For password-protected dashboards, use a strong password and share it separately from the dashboard link.
Data Refresh: Shared dashboards display live data. If you need a point-in-time snapshot, export as PNG or PDF instead.