Dashboard: Reporting view
👁️ What is Reporting View?
Section titled “👁️ What is Reporting View?”- The Reporting View is how a dashboard looks to guests or clients.
- It is accessed by clicking the eye icon in the left-side menu.
- This mode hides all editing controls and presents a clean, professional report.
🖥️ Layout in Reporting View
Section titled “🖥️ Layout in Reporting View”- Header area — shows the dashboard name, date range selector, and logos (company + client). The date range can be removed via option in General & Style.
- Widgets — display live data with graphs, comparisons to previous periods/years, and key metrics.
- Tabs — both Dashboard tab (custom date ranges) and Today tab (fixed Today vs Yesterday data with live widgets) are available.
- Top menu — includes the Share button for exporting or distributing the dashboard.
📤 Sharing in Reporting View
Section titled “📤 Sharing in Reporting View”- The Share menu in reporting view provides two options:
- PDF Export — download a static report.
- Copy URL — share a live link.
🔒 Access Control
Section titled “🔒 Access Control”- If a password is set, guests must enter it before viewing the dashboard.
- Permalink regeneration ensures compromised links can be invalidated instantly.
🎯 Purpose
Section titled “🎯 Purpose”- Designed for client presentations and reporting.
- Provides a simplified, branded view without edit options.
- Ensures data transparency while maintaining control over access and distribution.