Sharing Analytics Boards
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Availability: Pinnacle. ; Unavailability: Free, Team, Business, Enterprise; |
You can easily share the analytics board you've created with your teammates as well as with people outside of your Wrike account.
Note
When you share an analytics board with colleagues, they'll only see data from the spaces/folders/projects/tasks that are shared with them. Hence, the data on the board can look different for different users.
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Navigate to Reports tab 1 in the sidebar and open the board that you want to share with your colleagues.
Note
If you don’t see this option, click on the More button in the sidebar and select Reports from the list.
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Click the Share button 2 in the upper right-hand corner of the workspace.
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Select a user or a user group from the list.
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Optional: Select an access role 3 for the user or group with whom you're sharing the board.
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Click Save 4.
The user, with whom you shared the analytics board, will see a notification in their Inbox.
Tip
If you want to share the analytics board with non-Wrike users you can export it as a PDF file or image. Additionally, you can export separate widgets as images and CSV files.
Note
When you share a public link to a dashboard or widget it is shared as a static image. To see the updated data you have to reopen the link or refresh the page if you have it open.
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Navigate to Reports tab 1 in the sidebar and open the board that you want to share with your colleagues.
Note
If you don’t see this option, click on the More button in the sidebar and select Reports from the list.
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Hover over the widget you would like to share with people outside of your Wrike account.
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Click the three-dot menu button 2 which appears in the right corner of the widget.
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Select View public link 3.
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In the panel that appears to the right you can:
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Choose to share the whole dashboard by switching the toggle button 4.
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Choose to share only the selected widget 5.
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To share the link to the whole dashboard click the Copy link icon 6 under Dashboards in the right-hand panel.
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To share the link to a specific widget locate the name of the widget on the panel and click the Copy link icon 7.
The link is copied and you can share it with both people in your account and outside of your team.
Disabling the existing public link will invalidate it. Please note that if you choose to re-enable the link, a new public link will be generated.
Note
Sharing a public link with an unauthorized party may expose confidential information.