How to share your Sheetgo dashboard
The Sheetgo dashboard is a powerful feature that allows you to easily create a visual summary of the data present in your workflow. After building and editing your dashboard to show the exact information that you want you can easily publish to the web, share the data as a PDF, or send it directly to one or multiple emails.
Share dashboard
To share your dashboard, first open it through the link on the left side menu.
With the dashboard opened click on Share, at the top right side of the first data box.
There are two possible ways of sharing your dashboard, you can either export it as a PDF or send it directly to one or multiple emails.
Publish
You can opt to publish your dashboard to the web, which will create a link that you can easily share with your colleagues. Before creating a link you need to specify the publishing setting:
Internal users: Only workflow will be able to open the link
Published to invited users: Only specific users can access the link. The user has to list the people who will have access to the dashboard.
Published to domain users: Anyone from the domain (such as @sheetgo.com) can access the dashboard. Users don’t have to be specified.
Published to web: Anyone on the web can access the dashboard. You can choose to require a Sheetgo account to view the link or not have any requirements, so that has access to the link will be able to see the dashboard.
If you choose to export the dashboard as a PDF, as a default Sheetgo will autoselect all the data in your dashboard to be exported, but you can specify exactly which data you want to include on the PDF, it can be just one or part of the charts available on the dashboard.
When you are done selecting just click on Export, Sheetgo will create your PDF and download it to your computer. The exported document will have a Sheetgo layout and a header with general information from the workflow, the date the PDF was generated, and the last time the workflow was updated.
If you want to share your workflow through an email, choose the email option and enter the emails to whom you want to send the dashboard. If your workflow is shared with other people Sheetgo will show them as suggested people to send the dashboard.
After writing down the email click on Add and repeat the process if you want to send it to multiple recipients. When you are done click on Next.
After writing down the recipient's emails you have the option of selecting if you want to share just parts of the dashboard or all items in it. When you are done click on Share.
The recipient will receive a PDF with the data that you selected from the dashboard, it'll also receive a link to access the dashboard directly.
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