Sharing Dashboards

Sharing Dashboards

One of the most powerful features of Querri dashboards is the ability to share your insights with others. This guide covers all the ways you can share your dashboards securely and effectively.

Share with Team Members

The easiest way to share dashboards is with your team members who already have Querri access.

Adding Team Members to a Dashboard

1. Open your dashboard: Navigate to the dashboard you want to share
2. Click the Share button: Find the share icon in the top right corner
3. Select “Add Team Member”: Choose from your organization’s users
4. Set permission level: Choose viewer or editor access
5. Send invitation: Team members receive a notification

Permission Levels

Viewer:

• Can view the dashboard
• Can use filters and interactive features
• Can export data and visualizations
• Cannot edit widgets or configuration
• Cannot change sharing settings

Editor:

• All viewer permissions, plus:
• Can add, edit, and remove widgets
• Can modify dashboard configuration
• Can change layout and styling
• Cannot change sharing settings (only owner can)

Owner:

• All editor permissions, plus:
• Can change sharing settings
• Can transfer ownership
• Can delete the dashboard
• Can add and remove collaborators

Managing Team Access

View current collaborators:

1. Open the Share menu
2. See a list of all users with access
3. View their permission levels
4. See when they last viewed the dashboard

Modify permissions:

• Click the dropdown next to a user’s name
• Select a new permission level
• Changes take effect immediately

Remove access:

• Click the “X” next to a user’s name
• Confirm the removal
• User loses access immediately

Public Sharing with Passwords

For sharing with external stakeholders who don’t have Querri accounts, use public sharing with password protection.

Creating a Public Share Link

1. Open your dashboard: Navigate to the dashboard to share
2. Click Share button: Access the sharing menu
3. Enable “Public Access”: Toggle on public sharing
4. Set a password: Create a strong password (required for security)
5. Copy the share link: Use the provided URL to share

Password Requirements

For security, passwords must:

• Be at least 8 characters long
• Contain at least one number
• Contain at least one special character
• Not be a common password

Example strong password: Dashboard2024!

Public Link Settings

Customize your public share link:

Expiration Date:

• Set when the link should stop working
• Options: 24 hours, 7 days, 30 days, 90 days, Never
• Default: 30 days for security

View Limits:

• Limit how many times the link can be used
• Useful for controlling distribution
• Track remaining views in the share menu

Allowed Actions:

• View only: Default, safest option
• Allow exports: Let viewers download data
• Allow filters: Let viewers modify filter selections
• Show refresh button: Allow manual data refresh

Managing Public Links

View active links:

1. Go to Dashboard Settings
2. Click “Share Links”
3. See all active public links

Monitor usage:

• See how many views each link has received
• Check last access time
• View geographical distribution (if enabled)

Revoke a link:

1. Find the link in the share menu
2. Click “Revoke”
3. Confirm revocation
4. Link immediately stops working

Embedding Dashboards

Embed dashboards into other websites or applications.

Generating Embed Code

1. Open Share menu: Click the share button
2. Select “Embed”: Choose the embed option
3. Configure settings: Set width, height, and interactive options
4. Copy embed code: Use the provided iframe code

Embed Code Example

<iframe
  src="https://app.querri.com/embed/dashboard/abc123?password=Dashboard2024!"
  width="100%"
  height="600"
  frameborder="0"
  allowfullscreen>
</iframe>

Embed Options

Dimensions:

• Fixed size (e.g., 1200px x 800px)
• Responsive (100% width, fixed height)
• Full viewport (100% width and height)

Interactive features:

• Allow filters: Enable filter controls in embedded view
• Show header: Display dashboard title and last updated time
• Show refresh: Include manual refresh button
• Auto-refresh: Set automatic refresh interval

Styling:

• Hide chrome: Remove borders and headers for cleaner embedding
• Custom background: Match your website’s design
• Theme: Choose light or dark theme

Embedding Best Practices

1. Use HTTPS: Always embed over secure connections
2. Set appropriate dimensions: Test how your dashboard looks at different sizes
3. Consider performance: Embedded dashboards use visitor’s bandwidth
4. Provide context: Add text around the embed explaining the data
5. Keep passwords secure: Don’t expose passwords in public HTML

Share Link Management

Effective share link management keeps your data secure while maintaining accessibility.

Organizing Share Links

Naming conventions:

[Recipient]-[Purpose]-[Date]
Examples:
- Client-XYZ-Q1-Report-2024-01
- Marketing-Team-Weekly-2024-01
- Board-Meeting-2024-01-15

Adding descriptions:

• Note who the link is for
• Record why it was created
• Include any special instructions

Security Best Practices

1. Use strong passwords: Never use simple or guessable passwords
2. Set expiration dates: Don’t create permanent public links
3. Regular audits: Review active links monthly
4. Revoke unused links: Remove links that are no longer needed
5. Monitor access: Check for unusual viewing patterns
6. Limit exports: Only allow data exports when necessary

Tracking Link Performance

Monitor how your shared dashboards are being used:

View Analytics:

• Number of views per link
• Unique visitors
• Average time spent viewing
• Most viewed widgets
• Filter usage patterns

Access logs:

• Timestamp of each access
• IP address (if tracking enabled)
• Device type and browser
• Actions taken (exports, filter changes)

Bulk Link Management

For organizations with many shared dashboards:

Bulk operations:

• Extend expiration dates for multiple links
• Update passwords across links
• Revoke multiple links at once
• Export link inventory

Templates:

• Create share link templates with predefined settings
• Apply templates to new dashboards
• Ensure consistent security policies

Email Sharing

Send dashboard snapshots via email.

Dashboard Snapshots

1. Configure snapshot: Choose which widgets to include
2. Set format: PDF, PNG, or interactive HTML
3. Add recipients: Enter email addresses
4. Include message: Add context or instructions
5. Send: Deliver immediately or schedule

Snapshot Options

PDF Reports:

• Professional formatting
• Multiple pages for large dashboards
• Include filters and parameters used
• Add cover page with metadata

PNG Images:

• Quick visual sharing
• Embedded in email body
• Good for highlights and summaries
• Smaller file size

Interactive HTML:

• Embedded dashboard with limited interactivity
• Recipients can use filters
• No Querri account required
• Larger file size

Collaboration Features

Work together on dashboards:

Comments and Annotations

• Widget comments: Add notes to specific widgets
• Dashboard discussions: Discuss insights with team
• @mentions: Notify team members of important findings
• Comment threads: Keep conversations organized

Version History

Track changes over time:

• See who made changes and when
• Compare different versions
• Restore previous versions if needed
• Add change notes for context

Notifications

Stay informed about dashboard activity:

Email notifications for:

• New comments or mentions
• Dashboard updates by collaborators
• Data anomalies or alerts
• Scheduled report delivery

In-app notifications:

• Real-time updates while using Querri
• Customizable notification preferences
• Notification history

Compliance and Governance

Ensure your dashboard sharing meets organizational requirements:

Audit Trail

Track all sharing activity:

• When links were created
• Who created them
• Who accessed them
• What actions were taken
• When links were revoked

Access Controls

Implement organizational policies:

• Restrict who can create public links
• Require approval for external sharing
• Enforce password complexity
• Set maximum expiration periods
• Limit export capabilities

Data Privacy

Protect sensitive information:

• Filter out PII in shared views
• Aggregate data to prevent identification
• Add watermarks to exports
• Restrict geographical access
• Enable view-only mode by default

Sharing Checklist

Before sharing a dashboard, verify:

• Dashboard displays correctly for viewers
• Sensitive data is filtered or removed
• Appropriate permission level is set
• Password is strong (for public links)
• Expiration date is set (for public links)
• Recipients understand how to access the dashboard
• Export settings match your intent
• Compliance requirements are met
• Link description and notes are complete

Troubleshooting Sharing Issues

Common Problems

“Link not working”:

• Check if the link has expired
• Verify the password is correct
• Confirm the link hasn’t been revoked
• Try regenerating the link

“Permission denied”:

• Verify the user has the correct role
• Check if their access was removed
• Ensure they’re logged in (for team sharing)

“Dashboard not loading”:

• Check dashboard refresh settings
• Verify data source connections
• Test on a different browser
• Check browser console for errors

“Can’t export data”:

• Confirm export permissions are enabled
• Check browser popup blockers
• Verify file size isn’t too large

Next Steps

• Scheduling & Automation - Automate dashboard distribution
• Dashboard Configuration - Optimize dashboards for sharing
• Widget Types - Choose the right visualizations for your audience

Share your insights effectively and securely with Querri’s powerful sharing features!