Create and deliver a dashboard in a format best suited for your audience; schedule an automated email (png, pdf, csv), provide a link that can accessed at anytime, or create a read-only user where teammates or customers can log-in and access the data from the App.

Sharing Options

With Cyfe you can:

• Create a shareable link (password protection optional) to give those with the link 24/7 access to a dashboard
• Schedule a one-time / daily / weekly / monthly email of your entire dashboard or individual widgets in png, jpeg, pdf, or csv format
• Create a read-only user where your colleague or customer can view and analyze metrics on their own

For instructions on sharing your report, click here. 

Set up for Success: Explain your Dashboard

You’re used to looking at analytics (or at least someone on your team is), but your client probably isn’t. They will likely not understand what they’re looking at right away and it might take some time for them to figure out how the dashboard works and how to read the data.

If you are not going to explain the metrics and provide context in-person, utilize the text widget to provide color to your metrics and work done on their behalf.