Publishing
Dashboards start as Private. To make a dashboard available to your organization, click Publish from the dashboard’s action bar. Published dashboards appear in the Public Dashboards view for everyone with dashboard access. You can Unpublish a dashboard to make it private again. If other users have starred it, you’ll see a warning showing how many people will lose access.Sharing
Public Dashboards
Public dashboards have a direct link you can share with anyone in your organization. Click Share to copy the link to your clipboard.Private Dashboards
For private dashboards, click Share to generate a time-limited link. Recipients can view the dashboard temporarily without it being published to the whole organization. Use this when you want feedback on a draft before publishing.Starring
Click the Star icon to add a dashboard to your Starred view. This is your personal collection of frequently used dashboards — it doesn’t affect visibility for anyone else.Download as PDF
Click Download PDF from the action bar to generate a snapshot of the dashboard at its current filter state. Useful for including dashboard views in presentations or email reports.Inspect Mode
Click Inspect to see which semantic components (metrics, entities, segments, features) the dashboard uses, along with all the SQL queries it runs — including the current filter values as parameters. This is especially useful for analysts who want to verify the correctness of a dashboard’s logic — both for their own dashboards and for dashboards sent to them for review by other users.Scheduling
You can schedule a dashboard to run automatically on a recurring basis, delivering results via email, Slack, or both. There are two ways to set this up:Through chat (recommended)
Describe what you want in natural language while viewing the dashboard — for example:- “Send me a daily snapshot of this dashboard for yesterday’s data”
- “Every Monday morning, send me insights from this dashboard for the previous week”
Through the Schedule button
Click Schedule from the dashboard’s action bar. You’ll be asked to write the prompt yourself — this is the instruction the agent will follow on each run. The prompt should describe in words which filter values to apply and what you want from the task. For example: “Run this dashboard with the date range set to yesterday. Send the resulting dashboard as a snapshot.”Common Use Cases
Periodic snapshot — Receive the dashboard with specific filters applied on a regular cadence.“Send me a daily snapshot of this dashboard for yesterday’s data every morning at 9am”The task runs the dashboard with the date filter set to yesterday and delivers the resulting view. Recurring analysis — Have the agent analyze what the dashboard shows and deliver written insights.
“Every Monday, send me the key insights and notable changes you can find in this dashboard for the previous week”The task runs the dashboard, the agent reviews the data, and delivers a written summary highlighting trends, anomalies, and notable changes — not just the dashboard itself.
Send to Analyst
If you want an analyst to review your dashboard before publishing — for example, to verify the underlying queries — click Send to Analyst. The analyst receives the dashboard in their request queue and can review it, suggest changes, and approve or decline.Duplicating
Click Duplicate to create a copy of any dashboard you have access to. The copy is private to you and includes the full dashboard code. Use this to customize a public dashboard for your own needs without affecting the original.Archiving and Deleting
- Archive — Hides the dashboard from all views without permanently deleting it. You can Unarchive later to restore it.
- Delete — Permanently removes the dashboard. This cannot be undone.