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Release date: 2024-09-25

Redesigned sharing experience in Dashboards

Introducing a redesigned sharing experience in Dashboards!

Previously, the way you shared dashboards could be confusing, with various options like Link, Snapshot, Export, PDF, Report, and Public Dashboard all in one dialog box. This approach didn’t take into consideration one’s specific sharing needs, leading to a suboptimal user experience.

The new solution simplifies the sharing process by categorizing these options in a more user-friendly and intuitive manner, inspired by well-designed platforms like Figma and Google Docs. The redesigned sharing model is leaner, easier to navigate, and more focused on your needs rather than just listing available features.

Prominent share call to action

The redesigned experience features a more visible and accessible Share button, which encourages more frequent use. This replaces the small and easily overlooked icon that launched the feature previously.

Simplified sharing flow

Sharing options are now grouped and presented based on common user needs, making it easier for you to find the right sharing method for your situation. Rather than having all of the sharing options in a common dialog box, they’re organized into Export and Share drop-down lists:

Dashboard export options

Dashboard sharing options

Adaptable and scalable

The redesign is also flexible, allowing for easy adaptation to different contexts (for example, panel sharing) and is capable of accommodating new sharing options as the product evolves.

Updated panel sharing

As part of this update, we’ve also redesigned the experience for sharing a panel. Now, when you open the panel actions menu, there are three sharing options:

  • Share a link - For internal sharing with users in your organization.
  • Share an embed - Allows you to embed the panel as an iframe.
  • Share a snapshot - Allows you to share an interactive panel publicly, with sensitive data removed.

Panel sharing options

The option to create a library panel has been moved out of the sharing options, and is accessible under More in the panel actions menu when you’re in edit mode.

To learn more about all of these changes, refer to the Share dashboards and panels documentation, the Shared dashboards documentation.