How do you share a dashboard via email?

Dashboard Guide: Sharing a Dashboard in an Email 

Sharing your dashboard with your colleagues via email can be a game-changer. It lets you keep everyone in the loop and ensures everyone can access the latest data in just a few clicks.  

Imagine you’re a marketing manager at a growing tech company. You’ve recently created a dashboard that tracks your department’s key performance indicators (KPIs). To keep your team informed, you’d like to share this dashboard with them via email. Here’s how you can do it: 

Export the Dashboard as an Image or PDF: 

  1. Open your dashboard application (e.g., Microsoft Power BI, Tableau, Google Data Studio, etc.). 
  2. Navigate to the specific dashboard you’d like to share. 
  3. Find the “Export” or “Download” option in the menu, toolbar or by right-clicking on the dashboard. 
  4. Select “Image” or “PDF” as the preferred file format. This will save a snapshot of your dashboard to your computer.

Tips and Tricks: 

  • Consider scheduling regular email updates with an updated dashboard (e.g., weekly or monthly). This helps your team stay informed and engaged with the data. 
  • If your dashboard application supports it, you can use built-in email-sharing features to automate the process of sharing your dashboard.
  • For large files or interactive dashboards, consider sharing a link to the dashboard in your email rather than an attachment. 

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