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  1. Go to Dashboards and search for the dashboard that you want to share. 
  2. Click on the ellipsis ... icon and select Share from the options to open the Share Dashboard window.
    share dasbhoard
    The Share option is found on the Dashboards tab with the search function only. When on a cloned dashboard's view, you have to go back to the Dashboards tab to find the Share option.

  3. On the Share Dashboard window, click the Snapshot tab and input the recipient's email addresses on the drop-down list. Leave the PSA field blank. 
  4. Next, set the frequency for the scheduled emails. Select Advanced Scheduler for more options.
  5. Put a checkmark on the Attach the dashboard checkbox, and select PDF to send the snapshot in PDF form
    select PDF
  6. Continue by providing an email subject and clicking .  
    email subject
    Select a token for the email subject from the list. 
    subject tokenImage Removed
    titleToken Descriptions
    • {recipient_company_name} is for the recipient's company name.
    • {recipient_name} is for the recipient's full name. Use first name and last name if the full name is not available.
    • {report_name} is for the dashboard's name. 
    • {report_owner_name} is for the dashboard owner's name.
    • {report_owner_email} is for the dashboard owner's email address.
    • {report_link} is for the dashboard link.
    • {your_company_name} is for the sender's company name.
    • Select a token for the email subject from the list. 
      subject tokenImage Added
  7. Next, type the email body and click .  Select the applicable token. Refer to the descriptions above as a guide. 
    email body tokenThen
  8. Tick the Include Shareable link checkbox to attach the dashboard's shareable link to your email. (Optional)
    Image Added
  9. Tick the Hide the email footer checkboxto hide the footer on the email. (Optional)
    Image Added

    • If your PSA is selected in the snapshot, the values for {recipient_company_name} and {recipient_name} can be obtained from Autotask, ConnectWise, or Kaseya's contact data.
    • If your PSA is not selected or the values for {recipient_company_name} and {recipient_name} cannot be obtained, set these values to null.
  10. Finally, click Scheduled to save the settings.
    scheduled emailImage Added
    This new schedule will appear on the Scheduled list at the bottom of the window. For now, only one schedule can be set for each dashboard.
    Image Removed

To share company-specific data