Share a dashboard with a client by a public link
A nana800 analytics dashboard can be opened by a link without login: the client sees the name, the description and all charts with live data. They can change only the period, and the chart filters, user lists and event lists stay hidden. An owner or an editor of the organization can turn the link on.
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How to turn the link on
A link belongs to one dashboard and works until it is turned off.
- Open the dashboard in Reports and dashboards.
- In the actions menu of the dashboard pick Share link.
- Turn on the Access by link switch.
- Press Copy and send the link, which looks like
https://cloud.nana800.io/share/dashboard/..., to your client.
While the link is on, the dashboard header shows a Shared by link mark. Charts you add to the dashboard later appear by the link on their own.
What the client sees
The page of the link opens without login or sign up. It has the name and the description of the dashboard and all its charts in the same order, with value tooltips. At the top there is one period for all charts: as in the report, 7 days, 30 days, 90 days or 12 months. A weekly or monthly chart keeps its step, and retention keeps its cohort limits.
Charts are counted with the conditions you saved them with, on live data. The page footer says Made with nana800 Analytics.
What stays hidden
The link gives access only to the charts of the dashboard. The server does not send any other data by the link, even to a direct request.
- The web app menu, editing and chart settings.
- Chart filters and conditions: they may hold emails and ids, so the server does not send them.
- User and event lists, user cards and exports.
- The panel with people and events on a click on a chart point.
- Organization and project ids. Charts of another organization cannot be reached by the link.
The link page is closed to search engines: it carries a no-index rule both in the page code and in the server answer.
Reissue or turn off
The Reissue button in the same window makes a new link, and the old one stops working at once. Use it when the link reached the wrong person. When you turn Access by link off, only members of the organization see the dashboard again.
An old or turned off link opens a "The link does not work" page that asks to get the current link from the dashboard owner.
Who can share and what the limits are
An owner and an editor of the organization can turn the link on, reissue it and turn it off. A reader also sees the menu item, but the server answers with an error: the action is for an owner or an editor only.
To keep the link from loading the server, one address can open the dashboard up to 30 times a minute and ask for up to 300 chart calculations a minute. Equal calculations from different viewers within 2 minutes are counted once.
Frequently asked questions
Does a client need an account to open the dashboard?
No. The link page opens without login and without a nana800 account. The client sees the charts with live data and can change only the period.
Will the client see the emails and ids of my users?
No. By the link the server does not send chart filters, user and event lists, user cards or exports. The panel with the people behind a chart point is off there too.
How long does a dashboard link live?
Until it is turned off. The link has no expiry. The Reissue button gives a new link, and the old one stops working at once.
Who can turn on a public link?
An owner or an editor of the organization. A reader can open the Share link window but cannot turn the access on.
Will new charts of the dashboard show up by the link?
Yes. The link shows the whole dashboard, so charts added later appear by it on their own. Charts removed from the dashboard disappear.