(2 min read)
Cleeng's Overview, Financial Performance, and Retention Journey dashboards can be easily shared with colleagues or internal teams. You also choose to set up scheduled sharing of dashboards.
To share a dashboard, click on send or schedule in the settings menu. Then choose to send or schedule the sharing of a dashboard.
To schedule the sharing of a dashboard, simply configure the following settings:
- Name: How you want the shared update to be titled.
- Who to share with: Enter team or individual email addresses to add them to the scheduled share. You can also decide to add a custom message.
- Format: Choose between a PDF, image, or CSV file format.
- Schedule: Choose the frequency and time of the scheduled dashboard share.
- Filters: Set how you would like the dashboard to be filtered.
That's it! The dashboard will then automatically be shared with the colleagues/teams you have added.