In the first tutorial, you learned how to create a Data Source and in the second you learned how to create a report and add charts to it.
Now that you know how to build your dashboard, it is time to share it with other people. That way, some of them can consult it, and others can edit it!
You can choose the role of the people you shared your report with :
Locate the “🧑💼+ Share” button at the top right of the page and click it.
Click the input Add people and groups :
In the new pop-up :
You can enter the email of a Google account or the email for a Google group.
Then choose the level of accreditation : Viewer or Editor.
Finally click Send.
This person (or group of person) will receive an invitation email to edit the report.
You can set sharing configuration through the URL. You can choose to give Viwer or Editor access for all the person with the URL link:
Click on the Share button at the top right of the page and locate the Link Settings :
You can choose between 3 to 4 settings :
You can schedule downloading and the sending of your report in pdf format through email.
At the right of the Share button, click on the arrow. Select Schedule email delivery:
The next time you reach the schedule, the recipient will have a PDF version of the report in his inbox Gmail.
You can get a shorter URL more friendly to share that the original one. To do so click on the arrow at the right of the Share button, then click Get report link.
Keep the option Link to your current report view to share the actual view you use.
You include your report in a website easily thanks to an ifram or an embed URL. To get it, click on the arrow at the right of the Share button, then click Embed Report.
Activate the Enable Embedding option.
You can choose what you need :
You can get a PDF version of a report anytime by clicking the last row in the arrow right of the Share button. It will capture a snapshot of your report at the moment of the click. Meaning, it will keep your filters and research
It will then lauch the download of the report on your computer.