While dashboards are intended for viewing in-app, there may be circumstances where you will want to download, share, or present this information directly to your Clients.

All dashboard types (account-level, integration, and custom) can be shared or presented in many different ways.

Any dashboard or dashboard section in AgencyAnalytics can be downloaded as a PDF.

When working on a dashboard section, look for the page break indicators to know where the PDF pages will be split. In this example, the embedded TikTok video widget is too long and will be divided into a second page.

First, navigate to the dashboard you'd like to download. In the upper right, choose a date range for the download.

Once set, click the share icon in the upper right to display a dropdown menu.

Click Download as PDF, then choose whether you'd like to download an individual section of this dashboard or all dashboard sections in one PDF. If sharing all dashboard sections, please be aware that this will also include any dashboard sections set to Staff only.

You can track the status of your download from the notifications menu. Most PDFs should take at most a few minutes to generate.

Under the Downloads menu, the status of the PDF will change to Completed once the PDF has finished generating.

Click the completed notification to begin downloading the PDF immediately.

Dashboards and dashboard sections can be sent directly via email as a quick way to share reporting with Clients.

First, navigate to the dashboard you'd like to send via email, then click the share icon in the upper right.

In the open dropdown, click Send via Email, then choose to send all dashboard sections or the section you're currently viewing. If sharing all dashboard sections, please be aware that this will also include any dashboard sections set to Staff only.

Select the time frame you'd like to report on, and choose whether or not users can change the date range. When ready, click Next in the bottom left.

In the first field, enter the email recipients. Fill in an email subject and a message to accompany the emailed dashboard link.

When ready, you can click Send in the bottom left to email the listed recipients.

Web links allow your team to share dashboards directly, without needing Clients to sign in to AgencyAnalytics.

First, navigate to the dashboard you'd like to share, then click the share icon in the upper right.

In the open dropdown, click Share Link.

Then, you can choose whether to share an individual section of this dashboard or all sections as one link. If sharing all dashboard sections, please be aware that this will also include any dashboard sections set to Staff only.

Next, choose the date range and comparison period for the dashboard sections you've selected to share. Additionally, you can enable Clients to change the date range by turning on that toggle on the lower right.

When you're ready, click Create Link in the bottom left.

The shareable link will be available after a few moments. Click Copy Link to copy the URL, then paste it into an email, a direct message, or a text field.

After a few moments, the generated shareable link will display. Click Copy Link to copy the link to the clipboard, which you can then paste wherever you want.

All dashboard types (links to other articles) from AgencyAnalytics can be presented in real time.

First, navigate to the dashboard you'd like to present, then click the share icon in the upper right.

Click the icon, then click Present Dashboard at the bottom of the dropdown to open the full-screen dashboard section.

The interface will be hidden, and only the full-screen display of the dashboard section(s) will be visible. You can scroll down the section to present more information.

If you have any questions, please contact our friendly support team by following these instructions! We're available 24/5 to help 😄