Sogolytics recognizes the importance of sharing vital data with peers. Custom Dashboards can easily be shared via email or by providing a Shareable URL. You can also set up a recurring rule to automatically share your dashboard via email on a regular basis.

To share your Dashboard, follow these steps:

1. Open the Dashboard you want to share and click on Share from the Dashboard Options. This will open the Share Dashboard page.
2. To share the dashboard via email, click on the Share Via Email option located in the center of the Share Dashboard page.
3. This will open a window where you can compose your email. Define the sender and recipient details, and customize the email subject and body using the ‘Edit Email Content’ wizard.
4. Use the Email Customization option to enhance the look and feel of the email. You can add a logo and customize the background and border of the email.
5. Once you’ve customized the email, click Next.
6. On the next screen, you will arrive at the Schedule & Settings wizard, where you can define when you want to send the shared dashboard email.
   You can choose to:
   • Send Now: This option allows you to send the email immediately.
   • Schedule Later: Set the email to be sent later, based on your chosen date and time.
   • Recurring: Set up the email to be sent on a recurring basis. You can schedule it for Daily, Weekly, Monthly, Yearly, or Custom intervals. For more details on setting up recurring emails, click here.
7. Once you’ve decided how and when to deliver your email, you can set the Link Expiry Date. The shared dashboard email link will be valid until this date.
8. Next, use the Advanced Link Settings to configure passwords and access permissions, allowing recipients to download, drill down, and filter using the link settings.
1. Set Password: The dashboard owner can set a password that recipients will need to open the Dashboard.
2. Allow recipients to filter: This option lets recipients view or edit filters at the Dashboard level, Widget level, and Time filter level. The dashboard owner can grant view or edit permissions.
3. Allow recipients to drill down to individual responses: This feature lets recipients drill down into specific individual responses from the graphs in the widgets on the shared Dashboard.
9. Click Next to review your email, and then click Send Dashboard.
10. You can view the details of your shared Dashboard under the Email Recipients tab on your Share Dashboard homepage.
11. If you have shared your Dashboard via a recurring email, you will find the details under the Recurring Rule tab on the Share Dashboard page.

Share: Recurring Emails

If you want to regularly share your Dashboard with peers without needing to adjust the settings each time, you can use the Recurring feature to automate the process.

To set up a recurring rule for sharing your Dashboard, follow these steps:

1. Open the Dashboard you want to share and click on Share from the Dashboard Options. You will be directed to the Share Dashboard page.
2. To share the dashboard via email, click on the Share Via Email option located in the center of the Share Dashboard page.
3. A new window will open where you can compose your email. Define the sender and recipient details, then customize the email subject and body using the Edit Email Content wizard.
4. Use the Email Customization option to tailor the look and feel of the email. You can add a logo and customize the background and border of the email.
5. Once you’ve customized the email, click Next.
6. You will arrive at the Schedule & Settings wizard. Select the Recurring option.
7. After selecting Recurring, you will see options to customize your recurring rule. The rule can be applied based on the following criteria:
   • Daily: Specify the time for invitations to be sent every day.
   • Weekly: Choose both the time and day of the week for weekly delivery. Click the plus icon to add more days.
   • Monthly: Choose both the date and time for monthly delivery. Click the plus icon to add more dates.
   • Yearly: Choose the month, date, and time for annual delivery. Click the plus icon to add more.
   • Custom: Create custom rules by combining any of the above options.
8. Once you’ve selected the criteria, define the Start and End dates for your recurring rule.
9. Further customize your email using the Link Expiry and Advanced Link Settings options.
10. Click Next to review your email, and then click Save Recurring Rule.
11. Once you clicked Save Recurring Rule, add a name for your Recurring Rule.
12. After you click on Save, you will arrive at the Recuring Rule Dashboard. Here you will be able to see all the Recurring Rules that have been applied for the selected Dashboard.