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Course One, Lesson Three

How to Share Information in

Learn how to share data, views, reports and insights with teammates.

With a good idea of what data is available and where to find it, the next step in your journey is to learn how to share information and align with your team. Learn more in the suggested links and additional resources.

Part One: Share Links

Learn why and how to set up share links to provide data and insights to users that don’t have a login.

Part Two: Saved Views

Creating saved views for yourself and teammates is useful for alignment and returning to key data.

If you don’t see the option to share saved views with your team, contact an admin to change your settings.

Part Three: Reports

After watching, you should have a good idea about how to set up and send reports. Future lessons will dive deeper into reporting types.

Part Four: Fullscreen View

Set up the fullscreen takeover view for presentations or to display in your newsroom.

Congratulations! You finished all the modules in Lesson Three!

A quick recap of what you learned:

  • Several ways to share or send data from the dashboard for teammates.
  • Where to find and schedule reports to run and deliver directly to your inbox.
  • How to set up the fullscreen view.

Use the Help Doc links and the additional resources below for more information on Navigating the Dashboard.

This also concludes Course One, Getting Started with, click the button for a course recap and a brief survey about your experience.

Additional Resources

Last updated: April 16, 2024