Sharing Dashboards

You can share dashboards internally with team members or externally via public links.

Method	Audience	Authentication
Dashboard Groups	Team members	User login
Share Links	Anyone with the link	Optional (password/email)
Templates	Other companies	N/A (copy of structure)

Every dashboard header has a Share button. It shows the number of active share links for that dashboard, so you can see at a glance whether it is already shared.

Clicking the button opens the share dialog. If the dashboard already has share links, you see an overview of them first. Otherwise, you go straight to creating a new link.

Open the dashboard
Click the Share button in the header
If links already exist, click New share link in the overview
The dashboard is pre-selected and the current filter values are captured automatically
Configure settings and click Create and copy link

When you create a share link from a live dashboard, the link captures your current filter selections. This saves time because you do not have to reconfigure the filters manually.

Dynamic filter snapshots

If a dashboard uses dynamic filter variables (values that change as new data arrives), the share link captures the current values as an explicit allowlist. This prevents viewers from seeing values that are added to the source after the link is created.

The form has several sections:

Link name (required) - max 255 characters
Folder - organize links into folders (optional)
Access - authentication type
Filters viewers can use - restrict which filter values viewers see
Viewer options - drilldown and filter locking
Advanced options - theme, expiration, browser-unique state

Saving behavior

Changes are not saved automatically.

Click Create and copy link to save and copy the URL
In edit mode, click Save changes to persist changes
If you try to close with unsaved changes, a prompt asks whether to save, discard, or cancel

You cannot copy the link or send email invites until the link has been saved at least once.

Copying a link

After creating a link, the URL is copied to your clipboard automatically. You can copy it again from the success screen or from the share links manager.

Email invites

For email-whitelist links, you can add emails to the whitelist before saving. If Send email invites is enabled, invites are sent automatically after the next successful save. You can also send invites manually from the whitelist after saving.

If the link has never been saved or has unsaved changes, the invite option is disabled until you save.

Authentication options

Option	Description
Anyone with link	No authentication required
Password Protected	Viewers must enter a password
Email Whitelist	Only approved email addresses can view

Password protection and email whitelist require a Professional-tier subscription or higher.

Password protection

Select Password as the access type
Enter a password
Share the password separately with recipients
Viewers enter the password to access

When a viewer opens a password-protected link:

They see a password prompt before the dashboard loads
After entering the password and clicking Unlock, the button shows a loading spinner and the label changes to Loading report…
The input and button are disabled while the request is in flight to prevent duplicate submissions
If the password is wrong, an inline error appears below the input and the dialog stays open so they can try again
The page does not refresh on submit

In edit mode, leave the password field blank to keep the existing password.

Email whitelist

Select Email whitelist as the access type
Add approved email addresses
Viewers receive a verification code via email
They enter the code to access

You can set how long the access lasts after confirmation (days and hours). You can also choose whether to automatically send invites when adding emails.

In the Filters viewers can use section, you control what filter options viewers see:

Click a filter variable to choose which values are available
If you restrict a filter to specific values, viewers can only pick from those
The Date filter toggle lets you share the current date filter selection
Use Lock filters so viewers can’t change them to prevent viewers from changing any filters

Changes to filters in the share link form are treated as unsaved changes and follow the same explicit save behavior as other settings.

Viewer options

Allow drilldown into data

When enabled, viewers can open detailed rows on Query Widgets that have a drilldownQuery. Chart and metric widgets open from a click on the widget. Table Query Widgets use the expand control (Open drilldown) in the widget footer. Requires Professional tier or higher.

Lock filters

When enabled, viewers cannot change filter values. They see the dashboard with the filters exactly as you configured them.

Advanced options

Click Advanced options to expand:

Theme - choose Light, Dark, Cosmic, or a custom theme
This link expires - set an expiration date (Professional tier+)
Use the link name as the dashboard title - viewers see the link name instead of the dashboard title
Browser-unique filter state - each viewer’s browser keeps its own filter selections instead of sharing one saved state
Link enabled - turn off to disable the link without deleting it

Go to Dashboards and click Share Links to see all links for your company.

The manager shows:

Column	What it shows
Name	Link description, clickable to edit
Dashboard	Which dashboard the link shares
Status	Enabled, Disabled, or Expired
Access	Public, Password, or Email whitelist
Views	Total view count with last viewed date in the tooltip
Created	Date the link was created
Action	Duplicate, edit, copy, delete, or set folder

Use the dropdown at the top to filter the list by dashboard. This is useful when you have many links across different dashboards.

You can organize links into folders:

In the Share Links page, create folders
Move links between folders using the folder icon in the action column
Navigate folders with the breadcrumb at the top

Shared dashboard experience

When viewers access a shared dashboard:

They see it in read-only mode
Filter variables work (if configured)
Data updates according to your sync schedule
No ability to edit widgets or settings

Filter variables in shared dashboards

Viewers can change filter values (unless locked)
Each viewer’s filter state is independent
Filter states are not saved after leaving

If a share link has Allow drilldown into data enabled, viewers can open Query Widgets that have a drilldownQuery and see a modal with detailed rows. Chart and metric widgets open from a click on the widget. Table Query Widgets use the expand control (Open drilldown) in the widget footer. The drilldown respects the link’s filter restrictions, so viewers only see data within the scope you defined.

This requires a Professional-tier subscription or higher.

Embedding dashboards

For advanced integrations, share links can be embedded using iframes:

<iframe
  src="https://app.resplendentdata.com/share/your-link-id"
  title="Shared Resplendent Data dashboard"
  width="100%"
  height="600"
  frameborder="0"
>
</iframe>

Best practices

Security

Use password protection for sensitive data
Set expiration dates on temporary shares
Audit active share links regularly
Use email whitelists for verified access

Naming conventions

Use descriptive link names:

“Client X - Monthly Report - Jan 2024”
“Board Presentation Q4”
“Partner Portal - Sales Data”

The auto-generated name includes the dashboard title and any filter restrictions, which helps distinguish links at a glance.

Managing multiple links

For the same dashboard, you might create multiple links with:

Different authentication for different audiences
Different expiration dates
Different filter restrictions for different clients
Tracking usage by recipient through view counts

Troubleshooting

Link not working

Check if the link expired
Verify it’s not disabled
Ensure the dashboard still exists

Authentication issues

For password links: verify password is correct
For email whitelist: check email is on the approved list
Ask the link owner to verify settings

Data not updating

Share links show data from the last sync
Check if the underlying integration is syncing
Contact the dashboard owner for sync issues