Share dashboards, or individual cards, with your team or the public in a variety of ways.
👍 This article will help you:
Learn how to quickly set up scheduled emails
Provide public links to your dashboards, or embed your cards in an external website
Download snapshots of your data directly from cards
To access Dashboards, go to Dashboards on the left side menu, or Apps > Dashboards.
Email a dashboard on demand or on a schedule
To send an on-demand email, or to schedule an email for delivery, select Actions > Email dashboard.
In the Schedule email window, you can configure:
Field | Instructions |
Subject | Enter a subject line for the email message. |
Attachment type | Select the format in which the dashboard will be delivered as an email attachment: 'Link only', 'PDF and link', 'Image and link', or 'CSV and link'. If 'CSV and link' is selected, the attachment will consist of one CSV file per card. |
Recipients | Select a recipient(s) from the list of existing Atrius users. |
Frequency | Select whether the email should be delivered immediately ('Once') or on a recurring basis ('Daily', 'Weekly', or 'Monthly'), then select the day of week, time of day, and time zone. |
When an email has been scheduled for daily, weekly, or monthly delivery, a record of the recurring email is stored in Apps > Scheduled Emails.
Here, each scheduled email may be configured or temporarily disabled. You may also send it on demand ('Send now'), or enlist yourself as a recipient ('Subscribe').
Administrative users can edit scheduled emails set up by any user within their organization, while non-administrative users can only edit scheduled emails they had created themselves. Any user can still remove themselves as an email recipient by selecting 'Unsubscribe'.
Above: A table of all scheduled emails at the organization.
📘 Calendar views, rolling views, and custom periods in scheduled emails
For scheduled emails, it is generally best to use standard calendar views and rolling views when specifying each card's time period, like 'Yesterday', 'Last month', and 'This year'. Individual year periods and custom periods do not dynamically update, resulting in dashboards that are "fixed" in time.
Embed a link to a dashboard
To acquire a publicly accessible link to a dashboard, select Actions > Dashboard settings. Set Public dashboard visibility to 'Enabled', then copy the Public dashboard direct link provided below. Select 'Save' when finished. Anyone with this link can now access the dashboard, even if they are not Atrius users.
Every dashboard's public visibility is set to 'Disabled' by default.
To edit these settings for multiple dashboards at once, go to the main Dashboards page and select one or more dashboards using the checkboxes on the left side of the table.
Then, go to Actions > Set view/edit access or Set public dashboard visibility.
Embed a link to a card
To share an individual card, hover over the card, open the dropdown menu at the top right, and select 'Share card'.
Set the card's public visibility to 'Enabled', then copy either the embed code or the direct link provided below. Select 'Save' when finished.
The card's embed code option allows you to embed a fully interactive version of the card into another webpage. Modify the width and height parameters of the embed code as needed.
📘 Data security in public dashboards and cards
Public dashboards and cards have "obfuscated" URLs, meaning that they are unguessable and contain a string of random numbers and letters. This URL is different from the URL you see while navigating Atrius as a logged-in user.
When a public URL is accessed, the Atrius API checks to ensure that the dashboard and its cards are set for public distribution, permitting anonymous access to the data.
Download a dashboard or card
To download a dashboard, select Actions and one of 3 options: 'Download image', 'Download PDF', or 'Download CSV'. If CSV is selected, the downloaded ZIP file will consist of one CSV file per card.
To download an individual card, hover over the card, open the dropdown menu at top right, and select one of the 3 same options.
