If you have 25 or more standard user licenses (or if you've purchased the sharing add-on), you’ll be able to share a live version of dashboards, strategy maps, and forms. Anyone who has the special URL can view it without logging in. You’ll also be able to embed them in other websites and web apps.

Sharing a Dashboard or Strategy Map

To share a dashboard or strategy map, choose the "Share" option in the "Send To" menu.

This opens a dialog where you choose the calendar period to show data for. In this example we'll be showing the most recent month.

When you click Create Link, you now see two options to share your dashboard or strategy map. Most of the time you'll use the Share link. Just copy, paste, and send it to anyone you want.

They'll see your dashboard or strategy map like this. They don't have to be logged in, and they don't need an account.

If you want to embed your dashboard or strategy map in another webpage or software application, just copy and paste the provided HTML. This works well for most blogs and web apps that allow embedding external content like Sharepoint "External Web Sites". Some websites like "SharePoint Team Site" with a "Page Viewer Web Part" block this type of content, so you'll need to use the Share URL in those situations.

Sharing a Form

Sharing a form is similar to sharing a dashboard. Just choose "Shared Form" in the "Send To" menu.

This opens the Share Form dialog.

Managing Shares

You can manage shares in the Administration section. All dashboards, strategy maps, and forms are shared using the permissions of the user who shared them, and you can view all of this information on those pages. Here is the Shared Dashboards and Strategy Maps page.

And here is the Shared Forms pages.

You can see who is sharing items, view the sharing code, and remove shares. By default you can only see and modify your own shares in Administration, but there are group permissions that allow group members to modify all shared forms and modify all shared dashboards and strategy maps.

Links in Shared Dashboards and Strategy Maps

Shared dashboards have drill-down links, just as they do in Spider Impact.

Clicking on the link will send you to a login screen if you’re not logged in yet, and then directly to the relevant screen in the software.