Share and export
A dashboard starts private to you. Share it with the people and teams who need it, decide who may change it, and take a copy away as a PDF, a picture or a spreadsheet. Every change is kept as a version, so you can always go back.
Share a dashboard
Section titled “Share a dashboard”Only the dashboard’s owner can change who sees it.
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Open the dashboard, select the ⋮ menu at the top right, then Who can see this….
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Choose Shared with, then select Add people or teams.
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Search for the people and teams to add, and select each one.
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For each person or team, choose Can view or Can edit.
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Select Save.
To make it private again, choose Only me and select Save. To remove one person, point at their row and select the ×.
What people you share with can do
Section titled “What people you share with can do”| Can view | Can edit | |
|---|---|---|
| Open the dashboard and change its date range for themselves | Yes | Yes |
| View rows, download PNG and CSV, export PDF | Yes | Yes |
| Build with Elf, add, change and arrange widgets | No | Yes |
| Restore an earlier version | No | Yes |
| Change who can see it, delete it | No | No |
Some roles can only view dashboards, whatever you set here.
Restore an earlier version
Section titled “Restore an earlier version”Every saved change to a dashboard becomes a new version, whether you or Dashboard elf made it.
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Select the ⋮ menu, then Version history.
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Find the version you want. Versions are grouped by day and show who saved them, the time, and what happened, such as Created, 3 changes or Restored version 4. The version on screen now is marked Current.
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Select the round restore button on that row, then confirm with Restore.
The dashboard goes back to how it was then, for everyone it is shared with. Restoring never deletes anything: the version you replaced stays in the history, so you can restore it again.
Export
Section titled “Export”| To get | Do this |
|---|---|
| The whole dashboard as a PDF | ⋮ → Export PDF |
| One widget as a picture | The widget’s … menu → Download PNG |
| One widget’s numbers as a spreadsheet | The widget’s … menu → Download CSV |
| The rows behind a widget | The widget’s … menu → View rows → Download CSV |
Export PDF works for both Widget Boards and Elf Canvas pages. It lays the dashboard out on landscape A4 pages in light colors and opens your browser’s print window, where you choose to save it as a PDF. Text in the PDF stays selectable and searchable.
On an Elf Canvas, each part’s menu offers View data to see the numbers behind it.
Edit the name and description
Section titled “Edit the name and description”If you can edit the dashboard, select ⋮ → Dashboard details. Here you can rename the dashboard, change its description, and see its owner, who can see it, its kind, how many widgets or parts it has, and when it was last updated.
Delete a dashboard
Section titled “Delete a dashboard”The owner can delete a dashboard. An admin can also delete one once it is shared beyond its owner. People with Can edit access cannot.
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Select ⋮ → Delete dashboard, or the row’s menu in the Dashboards list.
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To remove the data sources you made for it as well, tick Also delete its data sources. Only sources you created that no other dashboard uses are removed.
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Select Delete.